The Wealth Manager database

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1161. 4566
      Hill Investment GroupSt. Louis, MO · 382 clientsHybrid
      Schwab 98%
      +00% 1 yr$1.3B
1162. 4572
      Wealth Advisors GroupFort Wayne, IN · 1,057 clients
      Schwab 100%
      +00% 1 yr$1.3B
1163. 4573
      Lodestar Private Asset Management LLCAlamo, CA · 549 clients
      Schwab 100%
      +00% 1 yr$1.3B
1164. 4576
      Talbot Financial, LLCBellevue, WA · 269 clients
      Schwab 100%
      +00% 1 yr$1.3B
1165. 4577
      Payne Capital Management, LLCNew York, NY · 1,011 clients
      Fidelity 100%
      +00% 1 yr$1.3B
1166. 4578
      Quadcap Wealth Management, LLCFrisco, TX · 582 clients
      Schwab 100%
      +00% 1 yr$1.3B
1167. 4579
      FMP Wealth AdvisersAustin, TX · 748 clients
      Schwab 100%
      +00% 1 yr$1.3B
1168. 4580
      Cypress Wealth Services, LLCPalm Desert, CA · 836 clientsHybrid
      Schwab 100%
      +00% 1 yr$1.3B
1169. 4584
      Aspen Capital Management, LLCBoise, ID · 475 clients
      Schwab 100%
      +00% 1 yr$1.3B
1170. 4585
      Victory FinancialAustin, TX · 3,003 clientsHybrid
      Schwab 100%
      +00% 1 yr$1.3B
1171. 4586
      Salomon and LudwinRichmond, VA · 459 clientsWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$1.3B
1172. 4591
      Inspire Advisors, LLCMeridian, ID · 3,536 clients
      Schwab 87%
      +00% 1 yr$1.3B
1173. 4592
      Geometric Wealth Advisors, LLC256 clients
      Schwab 84%
      +00% 1 yr$1.3B
1174. 4594
      David Wendell Associates, Inc.Portsmouth, NH · 459 clients
      Schwab 100%
      +00% 1 yr$1.3B
1175. 4595
      Evermay Wealth Management, LLCArlington, VA · 567 clients
      Schwab 100%
      +00% 1 yr$1.3B
1176. 4596
      Fiduciary Financial AdvisorsGrand Rapids, MI · 2,183 clients
      Schwab 69%Fidelity 31%
      +00% 1 yr$1.3B
1177. 4597
      CWS Financial Advisors LLCKalamazoo, MI · 807 clients
      Schwab 100%
      +00% 1 yr$1.3B
1178. 4598
      Chatterton & AssociatesAnaheim, CA · 1,542 clientsHybrid
      SEI 100%
      +00% 1 yr$1.3B
1179. 4599
      Callahan Advisors, LLCHouston, TX · 447 clients
      Schwab 100%
      +00% 1 yr$1.3B
1180. 4601
      Chadds Ford Wealth Partners, LLCChadds Ford, PA · 66 clients
      Eleuthrian Trust 88%
      +00% 1 yr$1.3B
1181. 4604
      The Coury FirmPittsburgh, PA · 252 clients
      Schwab 87%
      +00% 1 yr$1.3B
1182. 4606
      Clark Asset Management, LLC275 clients
      Schwab 100%
      +00% 1 yr$1.3B
1183. 4607
      Second Line Capital, LLCMetairie, LA · 1,196 clientsWrap sponsorHybrid
      LPL Financial 52%Schwab 48%
      +00% 1 yr$1.3B
1184. 4609
      Iron Gate Global AdvisorsNorth Salt Lake, UT · 1,792 clients
      Schwab 100%
      +00% 1 yr$1.3B
1185. 4610
      Rhame & Gorrell Wealth ManagementThe Woodlands, TX · 837 clients
      Schwab 84%
      +00% 1 yr$1.3B
1186. 4611
      Steigerwald, Gordon & Koch - Wealth AdvisorsLeesburg, VA · 709 clients
      Schwab 100%
      +00% 1 yr$1.3B
1187. 4614
      Live Oak Private Wealth, LLCWilmington, NC · 494 clientsBank-affiliated
      Schwab 100%
      +00% 1 yr$1.3B
1188. 4615
      Marble Harbor Investment Counsel, LLCBoston, MA · 213 clients
      Schwab 55%Fidelity 25%
      +00% 1 yr$1.3B
1189. 4616
      River Partners Capital Management, LPNew York, NY · 227 clients
      Fidelity 100%
      +00% 1 yr$1.3B
1190. 4617
      Wallington Asset ManagementIndianapolis, IN · 337 clients
      Schwab 100%
      +00% 1 yr$1.3B
1191. 4620
      Professional Planning GroupWesterly, RI · 1,292 clientsWrap sponsorHybrid
      Raymond James 100%
      +00% 1 yr$1.3B
1192. 4621
      Paragon Capital ManagementDenver, CO · 188 clients
      Schwab 100%
      +00% 1 yr$1.3B
1193. 4623
      Savoie Capital LLCChicago, IL · 12 clients
      Schwab 46%Merrill / Bank of America 45%
      +00% 1 yr$1.3B
1194. 4624
      Chequers Financial Management LLCSan Francisco, CA · 256 clients
      Schwab 100%
      +00% 1 yr$1.3B
1195. 4625
      Capital Investment Services of America IncMilwaukee, WI · 937 clients
      Schwab 100%
      +00% 1 yr$1.3B
1196. 4627
      Virtue Capital Management, LLCBrentwood, TN · 5,770 clientsHybrid
      Schwab 100%
      +00% 1 yr$1.3B
1197. 4628
      Barnes Pettey Financial Advisors, LLCClarksdale, MS · 3,303 clients
      Raymond James 100%
      +00% 1 yr$1.3B
1198. 4629
      Navellier & Associates IncReno, NV · 1,321 clients
      Schwab 100%
      +00% 1 yr$1.3B
1199. 4630
      Topsail Wealth Management LLCCharlotte, NC · 210 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$1.3B
1200. 4636
      Beacon Financial GroupDallas, TX · 1,052 clientsHybridGrove Point Advisors, LLC, Grove Point Investments, LLC
      Schwab 89%
      +00% 1 yr$1.3B