The Wealth Manager database

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3281. 8470
      Diker Management LLCNew York, NY · 18 clients
      J.P. Morgan 100%
      +00% 1 yr$430M
3282. 8471
      Power Wealth ManagementAlpharetta, GA · 253 clients
      Schwab 100%
      +00% 1 yr$430M
3283. 8472
      Integrated Capital ManagementBloomfield Hills, MI · 448 clients
      Schwab 90%
      +00% 1 yr$430M
3284. 8473
      Compass Financial Group, Inc.Deerfield Beach, FL · 120 clients
      Schwab 100%
      +00% 1 yr$430M
3285. 8474
      Navigate Wealth Management, LLCBirmingham, AL · 274 clients
      Schwab 100%
      +00% 1 yr$430M
3286. 8475
      Shayne & Jacobs, LLCNashville, TN · 169 clients
      Schwab 100%
      +00% 1 yr$429M
3287. 8479
      Symphony Financial Services, Inc.Akron, OH · 641 clientsHybrid
      LPL Financial 87%
      +00% 1 yr$429M
3288. 8480
      Lawson Kroeker Investment Management IncOmaha, NE · 142 clients
      U.S. Bank 60%
      +00% 1 yr$429M
3289. 8481
      Blue Water Asset ManagementGrand Rapids, MI · 940 clientsHybrid
      Schwab 100%
      +00% 1 yr$428M
3290. 8482
      Lega Z Advisory LLC7 clients
      UBS 49%Brown Brothers Harriman 34%
      +00% 1 yr$428M
3291. 8484
      Longwall Family OfficeWestport, CT · 50 clients
      EFG Bank and Trust (bahamas) LTD 58%Fidelity 42%
      +00% 1 yr$428M
3292. 8486
      Haven PrivateOrlando, FL · 186 clients
      Schwab 100%
      +00% 1 yr$428M
3293. 8488
      Abound FinancialGranite Bay, CA · 541 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$428M
3294. 8489
      McCarter Private Wealth Services LLCBoston, MA · 126 clients
      Fidelity 100%
      +00% 1 yr$428M
3295. 8492
      Shearwater CapitalDenver, CO · 180 clients
      Schwab 100%
      +00% 1 yr$427M
3296. 8494
      O'donnell Financial Services, LLCSan Rafael, CA · 995 clientsWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$427M
3297. 8498
      Hackman Financial GroupCincinnati, OH · 675 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$427M
3298. 8499
      Beacon Bridge Wealth Partners, LLCLower Gwynedd, PA · 717 clientsHybrid
      Schwab 100%
      +00% 1 yr$427M
3299. 8504
      Boulder Asset ManagementEnglewood, CO · 66 clients
      No custodian reported
      +00% 1 yr$426M
3300. 8505
      Cypress Capital, LLCFranklin, TN · 663 clients
      Schwab 100%
      +00% 1 yr$426M
3301. 8506
      TGS Financial AdvisorsRadnor, PA · 259 clientsWrap sponsor
      Raymond James 100%
      +00% 1 yr$426M
3302. 8508
      Legacy Bridge Private Family OfficesWest Des Moines, IA · 67 clients
      Schwab 100%
      +00% 1 yr$426M
3303. 8509
      Omni 360 Wealth, Inc.Plainsboro, NJ · 385 clients
      Schwab 75%Fidelity 25%
      +00% 1 yr$426M
3304. 8510
      Murphy & SylvestDallas, TX · 428 clients
      Schwab 100%
      +00% 1 yr$426M
3305. 8512
      Appomattox Advisory, IncNew York, NY · 22 clients
      No custodian reported
      +00% 1 yr$426M
3306. 8514
      Quad-Cities Investment Group, LLCDavenport, IA · 610 clients
      Raymond James 100%
      +00% 1 yr$426M
3307. 8516
      Big Investment ServicesDover, DE · 622 clientsWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$425M
3308. 8517
      Stonehearth Capital ManagementDanvers, MA · 490 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$425M
3309. 8518
      Buttonwood WealthWinchester, VA · 406 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$425M
3310. 8520
      Trinity Wealth Management LLCCincinnati, OH · 94 clients
      No custodian reported
      +00% 1 yr$425M
3311. 8522
      Paradigm Investment Advisory, LLCBridgewater, NJ · 645 clientsWrap sponsorHybrid
      LPL Financial 81%
      +00% 1 yr$425M
3312. 8523
      Ashdon Investment Management, LLCTullahoma, TN · 63 clients
      Fidelity 100%
      +00% 1 yr$425M
3313. 8527
      Macdougall Financial CounselingDelmont, PA · 124 clients
      No custodian reported
      +00% 1 yr$425M
3314. 8530
      Syrios Wealth Management GroupLa Jolla, CA · 145 clientsWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$425M
3315. 8531
      Mascagni Wealth Management, Inc.Clinton, MS · 736 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$425M
3316. 8532
      Hayek Kallen Investment Management L.L.C.Fairhope, AL · 200 clients
      Schwab 91%
      +00% 1 yr$424M
3317. 8533
      Smart Money Group, LLCEastland, TX · 571 clientsHybrid
      Schwab 100%
      +00% 1 yr$424M
3318. 8534
      Blackdiamond Wealth Management, LLCNew York, NY · 379 clientsHybrid
      Schwab 100%
      +00% 1 yr$424M
3319. 8536
      First City Capital Management IncSavannah, GA · 251 clients
      Schwab 100%
      +00% 1 yr$424M
3320. 8537
      Castle Coast Wealth, LLCLa Jolla, CA · 306 clients
      Schwab 100%
      +00% 1 yr$424M