The Wealth Manager database

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3481. 8786
      Helm Capital ManagementSeattle, WA · 52 clients
      Schwab 100%
      +00% 1 yr$401M
3482. 8787
      Cornerstone Financial Planning, LLCPortsmouth, NH · 247 clients
      Fidelity 100%
      +00% 1 yr$401M
3483. 8789
      Burns Matteson Capital Management, LLCCorning, NY · 199 clients
      Schwab 100%
      +00% 1 yr$400M
3484. 8790
      Ticino WealthMission Viejo, CA · 296 clientsWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$400M
3485. 8791
      Keyes, Stange & Wooten Wealth Management, LLCDaytona Beach, FL · 407 clientsHybrid
      Raymond James 100%
      +00% 1 yr$400M
3486. 8795
      Sjbenen Advisory, LLC149 clients
      Interactive Brokers 55%Schwab 45%
      +00% 1 yr$400M
3487. 8796
      Secure Financial ManagementSan Antonio, TX · 584 clients
      Schwab 100%
      +00% 1 yr$400M
3488. 8797
      Silver Birch Financial LLC247 clients
      Schwab 100%
      +00% 1 yr$399M
3489. 8798
      Threadgill Financial, LLCThe Woodlands, TX · 381 clients
      Schwab 100%
      +00% 1 yr$399M
3490. 8799
      Pioneer Wealth Management GroupAustin, TX · 499 clients
      Schwab 100%
      +00% 1 yr$399M
3491. 8800
      Trinity Wealth Management, LLCBerwyn, PA · 240 clients
      Schwab 100%
      +00% 1 yr$399M
3492. 8801
      Waterford Advisors, LLCOrchard Park, NY · 351 clients
      Schwab 100%
      +00% 1 yr$399M
3493. 8803
      Midwest Heritage Financial AdvisorsWest Des Moines, IA · 334 clientsBank-affiliatedHybrid
      Schwab 100%
      +00% 1 yr$399M
3494. 8805
      Lester Financial Group, LLCChampaign, IL · 784 clients
      Fidelity 100%
      +00% 1 yr$399M
3495. 8806
      Mighty Oak Strong America Investment CompanyMechanicsburg, PA · 176 clients
      Fidelity Distributors Company 100%
      +00% 1 yr$398M
3496. 8808
      Luminvest Wealth Management LLCScottsdale, AZ · 140 clients
      Schwab 41%Altruist 37%Vanguard 22%
      +00% 1 yr$398M
3497. 8810
      Concord Investment CounselIrvine, CA · 207 clients
      Schwab 100%
      +00% 1 yr$398M
3498. 8811
      Prometheus Capital Management Corp.Yardley, PA · 270 clients
      Schwab 100%
      +00% 1 yr$398M
3499. 8812
      Raleigh Capital Management Inc.Cary, NC · 470 clientsHybrid
      Fidelity 100%
      +00% 1 yr$398M
3500. 8813
      Oars CapitalDillsburg, PA · 158 clients
      No custodian reported
      +00% 1 yr$398M
3501. 8815
      Perennial Advisors Group, LLCWestford, MA · 191 clients
      Schwab 100%
      +00% 1 yr$397M
3502. 8816
      Financial CoachWest Chester, PA · 253 clients
      Schwab 100%
      +00% 1 yr$397M
3503. 8818
      Iams Wealth Management, LLCOmaha, NE · 1,633 clientsHybridAmerican Elm Distribution Partners, LLC
      Schwab 100%
      +00% 1 yr$397M
3504. 8819
      Webb Financial GroupBloomington, MN · 673 clients
      Schwab 66%Fidelity Distributors Company 34%
      +00% 1 yr$397M
3505. 8820
      Sagebroadview Wealth Management, LLCFarmington, CT · 148 clients
      Schwab 58%Altruist 42%
      +00% 1 yr$397M
3506. 8822
      Beacon Financial Planning, IncHyannis, MA · 316 clients
      Schwab 100%
      +00% 1 yr$397M
3507. 8823
      Centennial Wealth Advisory, LLCTraverse City, MI · 1,354 clients
      Fidelity 100%
      +00% 1 yr$397M
3508. 8824
      Settanni Financial LLCArmonk, NY · 160 clients
      Schwab 100%
      +00% 1 yr$397M
3509. 8825
      Goodwin Investment AdvisoryWoodstock, GA · 402 clients
      Fidelity 100%
      +00% 1 yr$397M
3510. 8826
      Howard Wealth Management, LLC248 clients
      Schwab 100%
      +00% 1 yr$397M
3511. 8828
      Miramontes Capital, LLCNewport Beach, CA · 744 clientsWrap sponsorHybridBalanced Security Planning, Inc.
      Schwab 100%
      +00% 1 yr$397M
3512. 8829
      New Insight Wealth AdvisorsSan Ramon, CA · 375 clientsHybrid
      Schwab 100%
      +00% 1 yr$397M
3513. 8830
      Sara-Bay Financial Corp.Sarasota, FL · 324 clients
      Schwab 100%
      +00% 1 yr$397M
3514. 8831
      Visionary Horizons, LLCKnoxville, TN · 709 clientsHybrid
      Schwab 89%
      +00% 1 yr$397M
3515. 8832
      Smedley Financial Services IncSalt Lake City, UT · 855 clientsHybrid
      Fidelity 100%
      +00% 1 yr$397M
3516. 8834
      Fortune Wealth Management, LLCDallas, TX · 201 clients
      No custodian reported
      +00% 1 yr$396M
3517. 8835
      Family Wealth Advisory Group, LLCCincinnati, OH · 219 clients
      Fidelity 100%
      +00% 1 yr$396M
3518. 8836
      Kirtland Financial Management, Inc.Coral Gables, FL · 201 clientsHybrid
      Raymond James 100%
      +00% 1 yr$396M
3519. 8839
      Diastole Wealth ManagementGuilford, CT · 275 clients
      Schwab 100%
      +00% 1 yr$396M
3520. 8840
      Lesjak Planning, LLCWestlake, OH · 376 clients
      Schwab 100%
      +00% 1 yr$396M