The Wealth Manager database

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1561. 5403
      McLean Asset Management Corp.Tysons, VA · 512 clients
      Schwab 75%Fidelity 25%
      +00% 1 yr$994M
1562. 5404
      Syntheticfi LLCSan Francisco, CA · 624 clients
      Schwab 98%
      +00% 1 yr$993M
1563. 5409
      Brown | Miller Wealth Management, LLCMcLean, VA · 508 clients
      Wells Fargo 100%
      +00% 1 yr$991M
1564. 5414
      Morris & Wells Wealth ManagementCharlottesville, VA · 298 clients
      Schwab 100%
      +00% 1 yr$988M
1565. 5415
      Terril & CompanySaint Louis, MO · 488 clients
      U.S. Bank 65%Central Trust 35%
      +00% 1 yr$988M
1566. 5416
      BCS Wealth Management, LLCJohnson City, TN · 848 clientsHybrid
      Schwab 100%
      +00% 1 yr$987M
1567. 5418
      Financial Enhancement GroupAnderson, IN · 1,281 clients
      Schwab 100%
      +00% 1 yr$987M
1568. 5420
      Ellis Investment Partners, LLCBerwyn, PA · 820 clients
      Fidelity Distributors Company 100%
      +00% 1 yr$987M
1569. 5421
      Concentrum Wealth ManagementSan Jose, CA · 420 clientsWrap sponsorHybrid
      Schwab 100%
      +00% 1 yr$987M
1570. 5424
      Pacific Sage Partners, LLCEdmonds, WA · 830 clients
      Schwab 100%
      +00% 1 yr$986M
1571. 5428
      Bristol Wealth GroupTaunton, MA · 885 clientsBank-affiliated
      Schwab 100%
      +00% 1 yr$986M
1572. 5429
      The Rice Partnership, LLCHonolulu, HI · 442 clients
      Schwab 100%
      +00% 1 yr$985M
1573. 5431
      Encompass More Asset Management LLCDanville, CA · 4,008 clientsHybridEncompass More Investments, LLC
      Schwab 94%
      +00% 1 yr$985M
1574. 5432
      Barton Investment Management, LLCW. Conshohocken, PA · 94 clients
      Schwab 100%
      +00% 1 yr$985M
1575. 5433
      Avion WealthThe Woodlands, TX · 300 clients
      Schwab 71%Fidelity Distributors Company 29%
      +00% 1 yr$985M
1576. 5437
      Walter Keenan Wealth ManagementSouth Bend, IN · 158 clients
      Schwab 86%
      +00% 1 yr$983M
1577. 5438
      Asset One Wealth Management, LLCBellevue, WA · 1,173 clientsHybrid
      No custodian reported
      +00% 1 yr$983M
1578. 5439
      Semper Augustus Investments Group LLCHighlands Ranch, CO · 269 clients
      Schwab 75%U.S. Bank 25%
      +00% 1 yr$982M
1579. 5442
      Altiora Financial Group, LLC134 clients
      Schwab 66%Fidelity 34%
      +00% 1 yr$982M
1580. 5446
      Wealth Alliance Advisory Group, LLCWichita, KS · 982 clientsWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$979M
1581. 5448
      Summit Wealth and Retirement PartnersEagle, ID · 354 clientsHybrid
      Schwab 100%
      +00% 1 yr$978M
1582. 5452
      MBE Wealth Management, LLCTomah, WI · 2,598 clientsWrap sponsor
      Schwab 81%
      +00% 1 yr$977M
1583. 5454
      Level Financial Advisors, Inc.East Amherst, NY · 728 clients
      Schwab 100%
      +00% 1 yr$975M
1584. 5455
      Satovsky Asset Management LLCNew York, NY · 216 clientsHybrid
      Fidelity Distributors Company 100%
      +00% 1 yr$975M
1585. 5457
      Maia WealthDenver, CO · 2,148 clients
      Schwab 98%
      +00% 1 yr$973M
1586. 5458
      Lebenthal Global Advisors, LLCHauppauge, NY · 2,465 clientsWrap sponsorHybridLebenthal Financial Services, Inc.
      Raymond James 56%Schwab 44%
      +00% 1 yr$972M
1587. 5460
      Aufman Associates IncSewickley, PA · 245 clients
      Schwab 100%
      +00% 1 yr$972M
1588. 5461
      Intertide PartnersChicago, IL · 2 clients
      Northern Trust 52%Schwab 48%
      +00% 1 yr$971M
1589. 5463
      ELK River Wealth Management LLCDenver, CO · 285 clients
      Fidelity 88%
      +00% 1 yr$971M
1590. 5464
      The Arkansas Financial Group, Inc.Little Rock, AR · 367 clients
      Fidelity 100%
      +00% 1 yr$971M
1591. 5465
      Scott Capital PartnersLondon, United Kingdom · 87 clients
      Brown Shipley & Co Limited 81%
      +00% 1 yr$971M
1592. 5469
      Bentoak CapitalWeatherford, TX · 798 clientsWrap sponsor
      LPL Financial 100%
      +00% 1 yr$970M
1593. 5471
      Carrera Capital AdvisorsTroy, MI · 998 clients
      Fidelity 79%
      +00% 1 yr$969M
1594. 5476
      Lifeworks Advisors, LLCGrand Rapids, MI · 1,814 clientsWrap sponsor
      Schwab 72%
      +00% 1 yr$967M
1595. 5480
      Unique Wealth, LLCTampa, FL · 846 clients
      Pershing 100%
      +00% 1 yr$966M
1596. 5481
      Hexagon Capital Partners, LLCRogers, AR · 445 clients
      Schwab 100%
      +00% 1 yr$965M
1597. 5485
      Grace & White, IncNew York, NY · 187 clients
      Tocqueville Securities L.P. 63%Butterfield Trust (bermuda) Limited 23%
      +00% 1 yr$964M
1598. 5492
      Intelligent Wealth Solutions LLCAustin, TX · 3,156 clients
      Fidelity Distributors Company 65%Schwab 35%
      +00% 1 yr$961M
1599. 5495
      Tranquility Partners, LLCBrentwood, TN · 259 clients
      Fidelity 89%
      +00% 1 yr$960M
1600. 5499
      Roehl & YI Investment Advisors, LLCEugene, OR · 500 clientsWrap sponsor
      Schwab 55%Pershing 45%
      +00% 1 yr$959M