The Wealth Manager database

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3241. 8407
      Note Advisors, LLCBuffalo, NY · 542 clients
      Schwab 100%
      +00% 1 yr$437M
3242. 8408
      Herbert J. Sims Capital Management, Inc.Fairfield, CT · 350 clientsWrap sponsorHybridHerbert J. Sims & Co, Inc.
      Pershing 100%
      +00% 1 yr$437M
3243. 8409
      Peachtree Wealth Advisors, IncAtlanta, GA · 503 clientsHybrid
      Fidelity 100%
      +00% 1 yr$437M
3244. 8411
      Fogel Capital Management IncStuart, FL · 263 clients
      Schwab 100%
      +00% 1 yr$437M
3245. 8412
      Ndure Global LLC23 clients
      No custodian reported
      +00% 1 yr$437M
3246. 8413
      August Wealth Advisors LLCWestport, CT · 319 clients
      Schwab 100%
      +00% 1 yr$437M
3247. 8414
      Blueprint Investing LLCSan Francisco, CA · 42 clients
      Schwab 79%
      +00% 1 yr$436M
3248. 8415
      Westend Capital Management, LLC.Sausalito, CA · 331 clients
      Schwab 99%
      +00% 1 yr$436M
3249. 8416
      Financial Asset Management CorpChappaqua, NY · 204 clients
      Schwab 100%
      +00% 1 yr$436M
3250. 8418
      Chapel Hill Investment Analysts IncGreensburg, PA · 1,411 clients
      No custodian reported
      +00% 1 yr$436M
3251. 8421
      Precision Financial ServicesMine Hill, NJ · 528 clientsWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$436M
3252. 8422
      Princeton Capital Management LLCRed Bank, NJ · 184 clients
      Schwab 89%
      +00% 1 yr$435M
3253. 8423
      Advisorstrust Partners LLCRaleigh, NC · 184 clientsHybrid
      Schwab 56%Fidelity 44%
      +00% 1 yr$435M
3254. 8425
      Mmhp Investment AdvisorsThomasville, GA · 336 clients
      Schwab 100%
      +00% 1 yr$435M
3255. 8426
      Fefa FinancialSaint Louis, MO · 1,686 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$435M
3256. 8427
      Family Capital ManagementGrand Rapids, MI · 499 clientsHybrid
      Schwab 100%
      +00% 1 yr$435M
3257. 8428
      Horrell Capital Management, Inc.Little Rock, AR · 81 clients
      BNY 52%Schwab 48%
      +00% 1 yr$435M
3258. 8429
      Brandon Financial Planning, Inc.Memphis, TN · 252 clientsHybrid
      Schwab 100%
      +00% 1 yr$435M
3259. 8431
      Carmel Capital Partners, LLCSan Diego, CA · 263 clients
      Schwab 100%
      +00% 1 yr$434M
3260. 8432
      Comprehensive Financial Planning, Inc.East Petersburg, PA · 592 clients
      Schwab 100%
      +00% 1 yr$434M
3261. 8435
      Sestante Family OfficeCoronado, CA · 16 clients
      Schwab 87%
      +00% 1 yr$434M
3262. 8436
      Plan A Wealth, LLCLincoln, NE · 658 clientsHybrid
      Schwab 100%
      +00% 1 yr$434M
3263. 8437
      Retire AgileHermantown, MN · 188 clientsWrap sponsor
      Schwab 71%Fidelity 29%
      +00% 1 yr$434M
3264. 8439
      Santori & PetersCanonsburg, PA · 199 clients
      Schwab 100%
      +00% 1 yr$433M
3265. 8440
      Waypoint Wealth Counsel LLCAtlanta, GA · 176 clients
      Schwab 81%
      +00% 1 yr$433M
3266. 8442
      Greenbridge Partners LLCLakeland, FL · 648 clientsHybrid
      Schwab 100%
      +00% 1 yr$433M
3267. 8450
      Tred Avon Family Wealth, LLCEaston, MD · 347 clients
      No custodian reported
      +00% 1 yr$432M
3268. 8452
      Argentarii, LLCCincinnati, OH · 125 clients
      Goldman Sachs 100%
      +00% 1 yr$432M
3269. 8454
      Music Row Wealth ManagementNashville, TN · 349 clients
      Raymond James 100%
      +00% 1 yr$432M
3270. 8455
      Tricord Advisors, Inc.Riverside, CA · 552 clientsHybrid
      Schwab 95%
      +00% 1 yr$432M
3271. 8458
      NBZ Investment Advisors, LLCKnoxville, TN · 199 clients
      Schwab 100%
      +00% 1 yr$431M
3272. 8459
      ETF Portfolio Partners, Inc.Leawood, KS · 443 clients
      Fidelity 100%
      +00% 1 yr$431M
3273. 8460
      Prospect Financial Services LLCMelville, NY · 613 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$431M
3274. 8461
      MWM Group LLCCedarhurst, NY · 364 clientsWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$431M
3275. 8464
      Cutler Capital ManagementWorcester, MA · 146 clients
      Fidelity 88%
      +00% 1 yr$431M
3276. 8465
      Steadmont Advisors, LLCBirmingham, AL · 339 clients
      Fidelity 100%
      +00% 1 yr$431M
3277. 8466
      Arrowroot Family Office, LLCMarina Del Rey, CA · 1,415 clientsAffiliated broker-dealerArrowroot Partners, LLC
      Schwab 100%
      +00% 1 yr$431M
3278. 8467
      White Pine Capital LLCBloomington, MN · 84 clients
      Fidelity 88%
      +00% 1 yr$431M
3279. 8468
      Swmg, LLCFort Worth, TX · 429 clientsHybrid
      Pershing 99%
      +00% 1 yr$430M
3280. 8469
      Castle Wealth ManagementBoynton Beach, FL · 251 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$430M