The Wealth Manager database

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3521. 8841
      Poinciana Advisors Group, LLCPalm Beach Gardens, FL · 112 clients
      Fidelity 100%
      +00% 1 yr$396M
3522. 8843
      Gunderson Capital ManagementMount Pleasant, SC · 696 clients
      Schwab 100%
      +00% 1 yr$396M
3523. 8847
      MOR Wealth Management, LLCPhiladelphia, PA · 152 clientsWrap sponsor
      Fidelity 100%
      +00% 1 yr$396M
3524. 8848
      Mann Financial GroupDetroit Lakes, MN · 597 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$396M
3525. 8849
      Portfolio Wealth AdvisorsAlbuquerque, NM · 283 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$395M
3526. 8853
      Gravitalix FinancialCoral Springs, FL · 19,218 clients
      No custodian reported
      +00% 1 yr$395M
3527. 8854
      Kiker Wealth Management, LLCJasper, GA · 901 clients
      Fidelity 100%
      +00% 1 yr$395M
3528. 8856
      Quarry Hill AdvisorsSaint Paul, MN · 203 clients
      Schwab 100%
      +00% 1 yr$395M
3529. 8857
      Reframe Wealth, LLCFairfax, VA · 235 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$395M
3530. 8858
      Clarion Wealth Management PartnersFairfax, VA · 420 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$395M
3531. 8859
      Generational Wealth, Inc.Zeeland, MI · 665 clientsHybrid
      Schwab 100%
      +00% 1 yr$395M
3532. 8860
      Abich Financial Wealth Management, LLCAshburn, VA · 523 clients
      Schwab 100%
      +00% 1 yr$395M
3533. 8863
      Cargile Investment ManagementMidland, TX · 204 clients
      Schwab 66%Fidelity 34%
      +00% 1 yr$395M
3534. 8867
      The Retirement Planning Company of New England, Inc.Warwick, RI · 566 clientsHybrid
      Schwab 100%
      +00% 1 yr$394M
3535. 8868
      Vawter Financial LTDColumbus, OH · 247 clients
      Schwab 100%
      +00% 1 yr$394M
3536. 8869
      Integrity Investment Advisors117 clients
      Schwab 72%Fidelity 28%
      +00% 1 yr$394M
3537. 8870
      MN Wealth Advisors, LLCOverland Park, KS · 571 clients
      Schwab 100%
      +00% 1 yr$394M
3538. 8871
      Signet Investment Advisory Group, Inc.Providence, RI · 198 clients
      Schwab 100%
      +00% 1 yr$394M
3539. 8873
      Knuff & Company LLCFoster City, CA · 29 clients
      Schwab 100%
      +00% 1 yr$394M
3540. 8874
      AJ AdvisorsNashville, TN · 414 clients
      Schwab 100%
      +00% 1 yr$394M
3541. 8876
      Virginia Wealth Management Group, Inc.Virginia Beach, VA · 117 clientsWrap sponsor
      Wells Fargo 100%
      +00% 1 yr$394M
3542. 8877
      Bellevue Asset Management, LLCBellevue, WA · 219 clients
      Schwab 100%
      +00% 1 yr$394M
3543. 8878
      "tate Asset Management" and "dco Wealth Management"Rancho Santa Fe, CA · 256 clients
      Schwab 100%
      +00% 1 yr$393M
3544. 8880
      Core Wealth Partners LLCSanta Rosa, CA · 385 clients
      Schwab 90%
      +00% 1 yr$393M
3545. 8881
      Private Family Wealth AdvisorsAtlanta, GA · 138 clients
      Schwab 100%
      +00% 1 yr$393M
3546. 8882
      Causey Wealth LLCGreenwood Village, CO · 185 clients
      Schwab 100%
      +00% 1 yr$393M
3547. 8883
      Key Capital Management, Inc.Hendersonville, TN · 2,018 clients
      Schwab 100%
      +00% 1 yr$393M
3548. 8884
      Bentley Financial GroupDowners Grove, IL · 470 clientsWrap sponsorHybrid
      No custodian reported
      +00% 1 yr$393M
3549. 8885
      Dunnavan & Co.Minneapolis, MN · 231 clients
      Schwab 81%
      +00% 1 yr$393M
3550. 8886
      Atlatl AdvisersMadison, WI · 274 clients
      Schwab 100%
      +00% 1 yr$393M
3551. 8887
      Panoramic Capital Partners LLCLake Oswego, OR · 159 clients
      Schwab 100%
      +00% 1 yr$393M
3552. 8890
      Family Wealth Partners, LLCMatthews, NC · 266 clients
      Schwab 100%
      +00% 1 yr$392M
3553. 8891
      Schorn WealthEnglewood, FL · 721 clients
      Schwab 100%
      +00% 1 yr$392M
3554. 8892
      Darrow Wealth ManagementNeedham, MA · 122 clients
      Schwab 100%
      +00% 1 yr$392M
3555. 8893
      Eastover Capital ManagementCharlotte, NC · 250 clients
      Schwab 86%
      +00% 1 yr$392M
3556. 8894
      S&a Financial Services, Inc.Overland Park, KS · 1,183 clients
      Schwab 100%
      +00% 1 yr$392M
3557. 8895
      Carmel Capital Management L.L.C.Carmel, CA · 102 clients
      Schwab 100%
      +00% 1 yr$392M
3558. 8897
      Paul Manners & Associates, Inc.Marietta, GA · 245 clients
      No custodian reported
      +00% 1 yr$392M
3559. 8900
      Siebert Advisornxt, LLC.New York, NY · 973 clientsPublic-company ownedHybridMuriel Siebert & Co., LLC, clears through National Financial Services (Fidelity)
      No custodian reported
      +00% 1 yr$392M
3560. 8901
      Moon Capital Management, LLCKnoxville, TN · 162 clients
      Schwab 100%
      +00% 1 yr$392M