The Wealth Manager database

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3081. 8148
      Plum Street Advisors, LLC183 clients
      Schwab 100%
      +00% 1 yr$463M
3082. 8149
      Harmony Asset Management LLCScottsdale, AZ · 275 clients
      Fidelity Distributors Company 100%
      +00% 1 yr$463M
3083. 8150
      Tidemark, LLCSan Diego, CA · 873 clients
      LPL Financial 100%
      +00% 1 yr$463M
3084. 8151
      Envision Financial Planning, LLCMemphis, TN · 276 clients
      Schwab 100%
      +00% 1 yr$462M
3085. 8152
      Sierra Asset ManagementOakhurst, CA · 890 clients
      Schwab 100%
      +00% 1 yr$462M
3086. 8153
      Charter Capital Management, IncBrookfield, WI · 362 clientsAffiliated broker-dealerKestra Investment Services, LLC
      Fidelity 100%
      +00% 1 yr$462M
3087. 8156
      Adirondack Financial Services CorpUtica, NY · 649 clientsBank-affiliatedHybrid
      Pershing 100%
      +00% 1 yr$462M
3088. 8158
      Reyl Overseas LTD.Zürich, Switzerland · 192 clientsBank-affiliated
      Intesa Sanpaolo Wealth Management SA 85%
      +00% 1 yr$462M
3089. 8160
      Gainplan LLCBloomfield Hills, MI · 495 clients
      Schwab 89%
      +00% 1 yr$462M
3090. 8164
      True North Retirement Advisors, LLCClackamas, OR · 382 clients
      Schwab 100%
      +00% 1 yr$461M
3091. 8165
      Curio Wealth, LLCAnnapolis, MD · 354 clients
      Schwab 80%
      +00% 1 yr$461M
3092. 8166
      Websterrogers Financial Advisors, LLCFlorence, SC · 328 clients
      Schwab 100%
      +00% 1 yr$461M
3093. 8168
      Beta Wealth Group, IncSan Diego, CA · 378 clients
      Fidelity 66%Schwab 34%
      +00% 1 yr$460M
3094. 8169
      Roth Financial Partners LLCKingwood, TX · 267 clients
      Raymond James 100%
      +00% 1 yr$460M
3095. 8170
      Vermillion Wealth Management Inc.Rosemount, MN · 706 clientsBank-affiliated
      Schwab 100%
      +00% 1 yr$460M
3096. 8171
      Alpha Financial Partners LLCLexington, KY · 402 clients
      Fidelity 100%
      +00% 1 yr$460M
3097. 8173
      Beacon AdvisorsAustin, TX · 62 clientsWrap sponsor
      Fidelity 41%Schwab 34%Pershing 25%
      +00% 1 yr$460M
3098. 8174
      Blake Schutter Theil Wealth Advisors, LLCDayton, OH · 192 clients
      Fidelity 54%Schwab 46%
      +00% 1 yr$459M
3099. 8175
      Saiph Capital, LLCWyckoff, NJ · 225 clients
      Pershing 100%
      +00% 1 yr$459M
3100. 8177
      Seaside Wealth Management, Inc.Carlsbad, CA · 380 clientsHybrid
      Schwab 100%
      +00% 1 yr$459M
3101. 8179
      NIA Impact Capital171 clients
      Fidelity 65%Schwab 35%
      +00% 1 yr$459M
3102. 8180
      Owen Larue Financial GroupElizabethtown, KY · 861 clients
      Schwab 100%
      +00% 1 yr$459M
3103. 8181
      Legacy Wealth Management, LLCRidgeland, MS · 97 clients
      SEI 68%Schwab 32%
      +00% 1 yr$459M
3104. 8182
      Warner WealthMadison, CT · 758 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$458M
3105. 8186
      First Nebraska Financial ServicesNorth Platte, NE · 474 clientsHybrid
      Schwab 100%
      +00% 1 yr$458M
3106. 8188
      Paragon Private Wealth Management LLCLexington, KY · 169 clients
      Schwab 100%
      +00% 1 yr$458M
3107. 8190
      Cambridge Capital Management, LLCO'fallon, IL · 346 clients
      Schwab 100%
      +00% 1 yr$458M
3108. 8192
      Pursuit Wealth Strategies, LLCRaleigh, NC · 483 clients
      Raymond James 100%
      +00% 1 yr$457M
3109. 8197
      Global Wealth Strategies and Associates, LLCDenver, CO · 925 clients
      Schwab 100%
      +00% 1 yr$457M
3110. 8198
      Smith FinancialKokomo, IN · 159 clients
      Schwab 100%
      +00% 1 yr$457M
3111. 8199
      Moseley Investment Management, Inc.Bradention, FL · 364 clients
      Schwab 100%
      +00% 1 yr$457M
3112. 8200
      Wealth Advisors of Tampa BayTampa, FL · 225 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$457M
3113. 8202
      True Wave Financial PlannersSacramento, CA · 956 clients
      Schwab 100%
      +00% 1 yr$456M
3114. 8203
      Access Investment Management, LLCAtlanta, GA · 32 clients
      Schwab 100%
      +00% 1 yr$456M
3115. 8204
      AGH Wealth Advisors, LLCWichita, KS · 489 clientsWrap sponsorHybrid
      LPL Financial 57%American Trust Custody Services 43%
      +00% 1 yr$456M
3116. 8205
      Five Oceans Advisors117 clients
      Schwab 100%
      +00% 1 yr$456M
3117. 8206
      Truenorth Wealth & Impact, LLCJoplin, MO · 401 clientsWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$456M
3118. 8207
      Florida Financial Advisors, LLCTampa, FL · 3,005 clientsWrap sponsorHybridTrinity Wealth Securities, L.L.C.
      Fidelity 52%Schwab 48%
      +00% 1 yr$456M
3119. 8209
      LGT Financial Advisors LLCDallas, TX · 147 clients
      Fidelity 55%Schwab 45%
      +00% 1 yr$456M
3120. 8211
      Cypress Asset Management IncHouston, TX · 87 clients
      Schwab 57%Merrill / Bank of America 22%
      +00% 1 yr$456M