The Wealth Manager database

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3401. 8665
      Guardian Wealth Management, LLCChattanooga, TN · 348 clients
      Schwab 100%
      +00% 1 yr$411M
3402. 8666
      Everest Private WealthCupertino, CA · 90 clients
      Schwab 100%
      +00% 1 yr$411M
3403. 8668
      Access Financial Resources Inc.Oklahoma City, OK · 644 clients
      Fidelity 100%
      +00% 1 yr$411M
3404. 8670
      Blue Square Asset Management, LLCNew York, NY · 214 clients
      Schwab 100%
      +00% 1 yr$410M
3405. 8671
      Sunbeam Capital Management, LLC47 clients
      Fidelity 56%Schwab 44%
      +00% 1 yr$410M
3406. 8673
      BemanagedGrand Rapids, MI · 1,072 clients
      Fidelity 75%Vanguard 25%
      +00% 1 yr$410M
3407. 8675
      Taylor Financial Group, Inc.Roanoke, VA · 501 clientsWrap sponsor
      Pershing 100%
      +00% 1 yr$410M
3408. 8676
      Momentous Wealth Management, Inc.Vancouver, WA · 492 clientsHybrid
      Schwab 100%
      +00% 1 yr$410M
3409. 8678
      Boyd Wealth Management, LLCSacramento, CA · 162 clients
      Schwab 86%
      +00% 1 yr$410M
3410. 8679
      Professional Financial Solutions, LLCFairfax, VA · 279 clients
      Schwab 100%
      +00% 1 yr$410M
3411. 8681
      Heffernan Advisory, Inc.Flagstaff, AZ · 357 clientsHybrid
      Schwab 100%
      +00% 1 yr$410M
3412. 8682
      Broadlake Financial ManagementSouth Burlington, VT · 463 clients
      Fidelity 86%
      +00% 1 yr$410M
3413. 8683
      Hilton Head Capital Partners, LLCHilton Head Island, SC · 671 clients
      Raymond James 100%
      +00% 1 yr$410M
3414. 8685
      Friday FinancialDubuque, IA · 289 clients
      Schwab 100%
      +00% 1 yr$409M
3415. 8686
      Marks Wealth ManagementEllicott City, MD · 283 clients
      Schwab 100%
      +00% 1 yr$409M
3416. 8687
      Sterling Investment Management, LLCTucson, AZ · 151 clients
      Schwab 100%
      +00% 1 yr$409M
3417. 8688
      Code Waechter LLCTampa, FL · 324 clients
      Schwab 100%
      +00% 1 yr$409M
3418. 8689
      True Financial GroupCedar Park, TX · 667 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$409M
3419. 8690
      Rooted Wealth AdvisorsBourbonnais, IL · 1,652 clients
      Schwab 100%
      +00% 1 yr$409M
3420. 8693
      Capstone Capital Wealth AdvisorsHenderson, NV · 200 clients
      Schwab 100%
      +00% 1 yr$408M
3421. 8695
      Advisory Solutions GroupPlymouth, MN · 807 clientsHybridWealth Enhancement Brokerage Services, LLC, clears through National Financial Services (Fidelity)
      No custodian reported
      +00% 1 yr$408M
3422. 8696
      Range Financial Group, LLCTigard, OR · 405 clients
      Schwab 100%
      +00% 1 yr$408M
3423. 8697
      Heritage Financial LLCGainesville, VA · 350 clients
      Schwab 89%
      +00% 1 yr$408M
3424. 8698
      Quad City Investment CenterMoline, IL · 746 clientsBank-affiliatedHybrid
      LPL Financial 100%
      +00% 1 yr$408M
3425. 8699
      Revere AssetAllen, TX · 501 clients
      Schwab 100%
      +00% 1 yr$408M
3426. 8701
      KOM Wealth Management Group, LLCAppleton, WI · 575 clients
      Fidelity 100%
      +00% 1 yr$408M
3427. 8702
      Navigoe, LLCRedondo Beach, CA · 156 clients
      Schwab 100%
      +00% 1 yr$408M
3428. 8704
      Compass Financial ServicesWest Des Moines, IA · 1,105 clientsWrap sponsorHybrid
      LPL Financial 100%
      +00% 1 yr$407M
3429. 8705
      Wealthcare Capital Partners, LLCWest Chester, PA · 717 clientsHybridSammons Financial Network, LLC
      Schwab 100%
      +00% 1 yr$407M
3430. 8706
      J.R. Prunier Capital Management LLCHolden, MA · 135 clients
      Schwab 100%
      +00% 1 yr$407M
3431. 8708
      Fifth Force ManagementDallas, TX
      J.P. Morgan 54%UBS 24%Morgan Stanley 22%
      +00% 1 yr$407M
3432. 8709
      Keystone Financial Planning, IncWestlake, OH · 117 clients
      Schwab 87%
      +00% 1 yr$407M
3433. 8710
      Womack Wealth Management, Inc.Manhattan Beach, CA · 198 clients
      Schwab 61%Fidelity 39%
      +00% 1 yr$407M
3434. 8711
      Greenberg Financial GroupTucson, AZ · 804 clients
      RBC 100%
      +00% 1 yr$407M
3435. 8712
      Henderson Brothers Financial Partners LLCPittsburgh, PA · 1,044 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$407M
3436. 8713
      United Wealth Management, LLC257 clients
      Schwab 100%
      +00% 1 yr$407M
3437. 8714
      Tumwater Wealth Management, LLCBoise, ID · 310 clients
      Schwab 100%
      +00% 1 yr$407M
3438. 8715
      Hurley Financial Group, Inc.Corvallis, OR · 481 clientsHybrid
      No custodian reported
      +00% 1 yr$407M
3439. 8716
      Kingsmark Private Financial Advisors, LLCAlbany, GA · 430 clients
      Schwab 100%
      +00% 1 yr$406M
3440. 8717
      Clarity Capital Advisors, LLCLakewood Ranch, FL · 74 clients
      Schwab 100%
      +00% 1 yr$406M