The Wealth Manager database

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3201. 8331
      Candace Shira Associates, LLCPittsford, NY · 434 clients
      Schwab 100%
      +00% 1 yr$443M
3202. 8333
      Bright Road Wealth Management, LLCAnchorage, AK · 622 clients
      Schwab 100%
      +00% 1 yr$443M
3203. 8334
      Financial FreedomCincinnati, OH · 114 clients
      Fidelity 100%
      +00% 1 yr$443M
3204. 8335
      Members Advisory Group, LLCWilliamsville, NY · 906 clients
      Schwab 100%
      +00% 1 yr$443M
3205. 8336
      Greykasell Wealth Strategies, Inc.Danville, CA · 124 clients
      Fidelity 79%
      +00% 1 yr$443M
3206. 8339
      Spiegelman Wealth Management, Inc.Walnut Creek, CA · 183 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$443M
3207. 8340
      Ulland Investment Advisors, LLCMinneapolis, MN · 211 clients
      Schwab 100%
      +00% 1 yr$443M
3208. 8342
      James R. Martin Consulting, IncVancouver, WA · 226 clients
      Schwab 100%
      +00% 1 yr$443M
3209. 8343
      Lifesteps FinancialClaremont, CA · 680 clients
      Schwab 100%
      +00% 1 yr$443M
3210. 8344
      Money Management Services IncBirmingham, AL · 522 clientsBank-affiliated
      Pershing 100%
      +00% 1 yr$443M
3211. 8345
      SWS Partners, LLCColumbus, OH · 157 clients
      Schwab 100%
      +00% 1 yr$443M
3212. 8350
      Landmark Wealth Management, LLCMelville, NY · 296 clients
      Schwab 100%
      +00% 1 yr$442M
3213. 8353
      MeridianaCoral Gables, FL · 10 clients
      Merrill / Bank of America 27%Banco Santander 27%J.P. Morgan 25%
      +00% 1 yr$442M
3214. 8354
      Templeton Financial Services Inc.Chandler, AZ · 315 clients
      No custodian reported
      +00% 1 yr$442M
3215. 8360
      Rise Advisors, LLCRochester, NY · 472 clients
      Fidelity 100%
      +00% 1 yr$441M
3216. 8363
      Bishop & Company Investment Management, LLCErie, PA · 209 clients
      Schwab 100%
      +00% 1 yr$441M
3217. 8364
      Sage Private Wealth Group, LLCOakbrook Terrace, IL · 482 clients
      Raymond James 100%
      +00% 1 yr$441M
3218. 8366
      Black Diamond Financial, LLC92 clientsWrap sponsorHybridLadenburg Thalmann & Co. Inc.
      Schwab 86%
      +00% 1 yr$441M
3219. 8368
      AG Asset Advisory, LLCLos Angeles, CA · 37 clients
      Schwab 87%
      +00% 1 yr$440M
3220. 8370
      Tower Wealth PartnersLewisburg, PA · 920 clients
      Raymond James 100%
      +00% 1 yr$440M
3221. 8373
      Burford Brothers, Inc.Dallas, TX · 234 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$440M
3222. 8377
      Vantus WealthLancaster, PA · 1,010 clients
      Schwab 100%
      +00% 1 yr$440M
3223. 8379
      The Moorings Group, LLC124 clients
      Fidelity 62%BNY 38%
      +00% 1 yr$440M
3224. 8380
      Biltmore Wealth Management, LLCTempe, AZ · 307 clients
      Schwab 100%
      +00% 1 yr$440M
3225. 8381
      Branson Fowlkes & Co IncHouston, TX · 193 clients
      No custodian reported
      +00% 1 yr$439M
3226. 8382
      Osterweis Capital ManagementSan Francisco, CA · 34 clientsHybrid
      Citi 73%Schwab 27%
      +00% 1 yr$439M
3227. 8383
      Bates Financial Advisors, Inc.Rockford, IL · 399 clientsHybridBates Securities, Inc.
      Fidelity 85%
      +00% 1 yr$439M
3228. 8385
      Fortress Wealth GroupWinter Park, FL · 384 clients
      Fidelity 100%
      +00% 1 yr$439M
3229. 8386
      Spivak Asset Management, LLCAvon, CT · 63 clients
      Fidelity 100%
      +00% 1 yr$439M
3230. 8388
      Simplyrich67 clients
      Schwab 100%
      +00% 1 yr$439M
3231. 8389
      TA Capital Management, LLCSewell, NJ · 101 clients
      Schwab 57%Fidelity Distributors Company 43%
      +00% 1 yr$439M
3232. 8393
      Dickmeyer Boyce Financial Management, IncFort Wayne, IN · 420 clients
      Schwab 76%Fidelity Distributors Company 24%
      +00% 1 yr$439M
3233. 8395
      Storen FinancialZionsville, IN · 876 clientsHybrid
      Schwab 100%
      +00% 1 yr$438M
3234. 8397
      Hendley & Co. Inc.Zanesville, OH · 302 clients
      Pershing 100%
      +00% 1 yr$438M
3235. 8398
      Arnold Weitz & CoElkhorn, NE · 34 clientsHybrid
      Raymond James 100%
      +00% 1 yr$438M
3236. 8399
      Schulz Wealth, LTD.Mansfield, TX · 176 clients
      Schwab 77%Empower Retirement 23%
      +00% 1 yr$438M
3237. 8402
      Cayside PartnersJupiter, FL · 69 clients
      Fidelity 100%
      +00% 1 yr$438M
3238. 8403
      Fischer Investment Group, Inc.Pittsford, NY · 210 clients
      No custodian reported
      +00% 1 yr$438M
3239. 8404
      Access Financial Services, Inc.Minneapolis, MN · 322 clientsHybrid
      Schwab 99%
      +00% 1 yr$438M
3240. 8406
      The Lloyd Advisory GroupSuwanee, GA · 1,262 clientsWrap sponsor
      Fidelity 97%
      +00% 1 yr$438M