The Wealth Manager database

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3161. 8267
      Mitchell & Pahl Private WealthOklahoma City, OK · 225 clientsWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$450M
3162. 8268
      Capital Square, LLCAthens, TN · 715 clients
      No custodian reported
      +00% 1 yr$450M
3163. 8270
      Guidance Capital, Inc.Louisville, KY · 759 clientsHybrid
      Schwab 100%
      +00% 1 yr$450M
3164. 8271
      Mustard Seed Wealth ManagementMagnolia, AR · 734 clientsBank-affiliated
      Schwab 100%
      +00% 1 yr$449M
3165. 8272
      Quaker Wealth Management LLCMoorestown, NJ · 455 clients
      Schwab 100%
      +00% 1 yr$449M
3166. 8273
      Silverleafe Capital Partners, LLCGermantown, TN · 179 clients
      Fidelity 100%
      +00% 1 yr$449M
3167. 8275
      Nikulski Financial, Inc.Bettendorf, IA · 475 clients
      Altruist 52%Schwab 48%
      +00% 1 yr$449M
3168. 8277
      Westbourne Investment Advisors Inc.Annapolis, MD · 203 clients
      Schwab 100%
      +00% 1 yr$449M
3169. 8278
      Main Line Retirement Advisors, LLCWhitefish, MT · 181 clients
      Schwab 100%
      +00% 1 yr$449M
3170. 8280
      Osprey Private Wealth LLCNew York, NY · 58 clients
      Raymond James 48%Schwab 41%
      +00% 1 yr$448M
3171. 8283
      Adkins Seale Capital Management LLCShreveport, LA · 140 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$448M
3172. 8284
      Advocates Wealth PlanningHouston, TX · 193 clients
      Schwab 100%
      +00% 1 yr$448M
3173. 8285
      Cadence Wealth Management LLCWestborough, MA · 696 clientsHybrid
      Schwab 100%
      +00% 1 yr$448M
3174. 8286
      Hardin Capital Partners, LLCGreenville, SC · 520 clients
      Schwab 100%
      +00% 1 yr$448M
3175. 8288
      Armstrong DixonBaltimore, MD · 294 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$448M
3176. 8289
      Petra Financial Advisors IncColorado Springs, CO · 378 clients
      Schwab 57%Fidelity 22%
      +00% 1 yr$447M
3177. 8290
      Flagship Private WealthWoburn, MA · 601 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$447M
3178. 8291
      Stephenson and Company, Inc.San Clemente, CA · 265 clients
      Schwab 57%SEI 43%
      +00% 1 yr$447M
3179. 8292
      Leslie Global Wealth, LLCItasca, IL · 385 clientsHybrid
      LPL Financial 95%
      +00% 1 yr$447M
3180. 8293
      United Advisors AmericaProsper, TX · 2,809 clients
      Schwab 100%
      +00% 1 yr$447M
3181. 8294
      Oak Lane AdvisorsCenterville, UT · 932 clients
      Schwab 100%
      +00% 1 yr$446M
3182. 8295
      L. K. Benson & Company, P.C.Timonium, MD · 103 clients
      Schwab 100%
      +00% 1 yr$446M
3183. 8297
      Peak Wealth Management, LLCPlymouth, MI · 643 clientsWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$446M
3184. 8299
      Roberts Wealth Advisors, LLCMenlo Park, CA · 150 clients
      Schwab 100%
      +00% 1 yr$446M
3185. 8300
      Beaton Management Co IncHaverhill, MA · 153 clients
      UBS 65%Pershing 35%
      +00% 1 yr$446M
3186. 8302
      Arcadia Wealth Management, LLCManchester, NH · 669 clients
      Fidelity 100%
      +00% 1 yr$446M
3187. 8303
      Mindset Wealth Management, LLCIndianapolis, IN · 277 clients
      Schwab 100%
      +00% 1 yr$445M
3188. 8304
      Maxim Financial Advisors LLCNew York, NY · 775 clientsWrap sponsorHybridMaxim Group LLC
      Pershing 100%
      +00% 1 yr$445M
3189. 8305
      N1 AdvisorsNewark, DE · 214 clients
      Schwab 100%
      +00% 1 yr$445M
3190. 8307
      Spectrum Wealth Advisory Group, LLCGranite Bay, CA · 670 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$445M
3191. 8311
      Lefavi Wealth ManagementSalt Lake City, UT · 576 clientsWrap sponsorHybridBruce A. Lefavi Securities, Inc.
      Schwab 100%
      +00% 1 yr$445M
3192. 8312
      Robinson Smith Wealth Advisors, LLCSouth Portland, ME · 232 clients
      Schwab 100%
      +00% 1 yr$445M
3193. 8314
      Flower City Capital LLCPittsford, NY · 230 clients
      Schwab 100%
      +00% 1 yr$445M
3194. 8320
      Noble Wealth Management P.B.C.Greenwood Village, CO · 201 clients
      Schwab 100%
      +00% 1 yr$444M
3195. 8322
      Hamilton Capital Partners, LLCAtlanta, GA · 218 clients
      LPL Financial 88%
      +00% 1 yr$444M
3196. 8324
      O'boyle Wealth Management, Inc.Beverly Hills, CA · 410 clientsWrap sponsor
      Fidelity 85%
      +00% 1 yr$444M
3197. 8327
      Pavion Blue Capital, LLCNewport Beach, CA · 172 clients
      Fidelity 100%
      +00% 1 yr$444M
3198. 8328
      Lumbard & Kellner, LLCHollis, NH · 321 clients
      U.S. Bank 75%Schwab 25%
      +00% 1 yr$444M
3199. 8329
      Stone Summit Wealth LLC231 clients
      Schwab 100%
      +00% 1 yr$444M
3200. 8330
      Invista AdvisorsMontgomery, AL · 721 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$444M