The Wealth Manager database

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1601. 5501
      Leonard Rickey Investment Advisors, P.L.L.C.Yakima, WA · 1,102 clients
      Schwab 100%
      +00% 1 yr$958M
1602. 5502
      Cortland Associates IncSt. Louis, MO · 387 clients
      Schwab 86%
      +00% 1 yr$958M
1603. 5508
      MBR FinancialHouston, TX · 480 clients
      Fidelity 100%
      +00% 1 yr$956M
1604. 5513
      Buoyant Capital Private LimitedMumbai, India · 7,182 clients
      Hdfc Bank 100%
      +00% 1 yr$955M
1605. 5515
      Tarbox Family Office, Inc.Newport Beach, CA · 230 clients
      Schwab 100%
      +00% 1 yr$954M
1606. 5518
      Builder Investment GroupAtlanta, GA · 185 clients
      Schwab 84%
      +00% 1 yr$953M
1607. 5520
      D.B. Root & Company, LLCPittsburgh, PA · 777 clients
      Schwab 100%
      +00% 1 yr$952M
1608. 5521
      Martin, Javan Von33 clients
      Vanguard 100%
      +00% 1 yr$952M
1609. 5523
      Legacy Financial Strategies, LLCOverland Park, KS · 696 clients
      Schwab 100%
      +00% 1 yr$952M
1610. 5524
      Cornerstone Planning GroupFairfield, NJ · 1,251 clients
      Schwab 100%
      +00% 1 yr$952M
1611. 5525
      American Financial Advisors, LLC.Marietta, GA · 820 clients
      Schwab 52%Fidelity 48%
      +00% 1 yr$950M
1612. 5526
      Brickley Wealth ManagementSan Mateo, CA · 196 clients
      Schwab 100%
      +00% 1 yr$950M
1613. 5532
      SMI Advisory Services, LLCColumbus, IN · 1,083 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$949M
1614. 5533
      The Mosaic Financial Group, LLCChicago, IL · 133 clients
      Schwab 100%
      +00% 1 yr$949M
1615. 5534
      Destiny Wealth Partners, LLCTavares, FL · 939 clientsWrap sponsor
      Schwab 66%
      +00% 1 yr$947M
1616. 5536
      Auxier Asset ManagementAurora, OR · 506 clients
      Schwab 100%
      +00% 1 yr$946M
1617. 5537
      Almanack Investment PartnersNewtown Square, PA · 426 clientsHybrid
      Schwab 80%
      +00% 1 yr$946M
1618. 5538
      Asset Risk Consultants (UK) LimitedLondon, United Kingdom · 10 clients
      No custodian reported
      +00% 1 yr$945M
1619. 5542
      Lafayette Investments, Inc.Ashton, MD · 245 clients
      Schwab 100%
      +00% 1 yr$943M
1620. 5543
      Ashford Advisors, LLCPittsford, NY · 79 clients
      Schwab 76%Northern Trust 24%
      +00% 1 yr$943M
1621. 5545
      EQ Wealth Management544 clients
      Fidelity 100%
      +00% 1 yr$942M
1622. 5546
      HCM WealthSan Rafael, CA · 296 clients
      Schwab 100%
      +00% 1 yr$942M
1623. 5547
      Disciplined Investors, L.L.C.Waco, TX · 528 clients
      Schwab 74%Empower Financial Services 26%
      +00% 1 yr$942M
1624. 5548
      Emerald Advisors, LLCBellevue, WA · 216 clients
      Fidelity 50%Schwab 50%
      +00% 1 yr$941M
1625. 5550
      Fagan Associates IncTroy, NY · 1,800 clients
      Schwab 100%
      +00% 1 yr$941M
1626. 5551
      Rudney AssociatesAlamo, CA · 470 clients
      Schwab 100%
      +00% 1 yr$940M
1627. 5553
      Blankinship & Foster, LLCSolana Beach, CA · 290 clients
      Schwab 100%
      +00% 1 yr$940M
1628. 5555
      Ascension Capital Advisors, Inc.Houston, TX · 240 clientsHybrid
      Schwab 80%
      +00% 1 yr$939M
1629. 5556
      Roberts, Glore & Co.Deerfield, IL · 397 clients
      Fidelity 100%
      +00% 1 yr$938M
1630. 5561
      Stonebrook Private LLCNorthville, MI · 596 clientsWrap sponsor
      Raymond James 100%
      +00% 1 yr$937M
1631. 5564
      Hartline Investment CorporationWinnetka, IL · 266 clients
      Schwab 77%J.P. Morgan 23%
      +00% 1 yr$935M
1632. 5566
      Financial Solutions Advisory GroupChicago, IL · 360 clients
      Schwab 100%
      +00% 1 yr$935M
1633. 5568
      Uniting Wealth PartnersDenver, CO · 854 clients
      Raymond James 76%Schwab 24%
      +00% 1 yr$935M
1634. 5571
      Johnson BixbyVancouver, WA · 777 clientsHybrid
      Schwab 100%
      +00% 1 yr$934M
1635. 5572
      Mountain Pacific Investment Advisers, LLCBoise, ID · 319 clients
      Schwab 100%
      +00% 1 yr$934M
1636. 5573
      SEM Wealth ManagementTucson, AZ · 1,990 clients
      Axos 100%
      +00% 1 yr$933M
1637. 5575
      Estabrook Capital Management LLCNew York, NY · 767 clients
      Schwab 81%
      +00% 1 yr$933M
1638. 5578
      LsiaBloomfield Hills, MI · 193 clients
      Schwab 100%
      +00% 1 yr$932M
1639. 5579
      J. Safra Sarasin Asset Management (north America) LTDGeneva, Switzerland · 225 clientsBank-affiliatedAffiliated broker-dealerBank J. Safra Sarasin AG, Safra Securities LLC
      Bank J. Safra Sarasin LTD. 100%
      +00% 1 yr$932M
1640. 5580
      Prevail Innovative Wealth Advisors, LLCLeawood, KS · 822 clientsWrap sponsor
      Schwab 100%
      +00% 1 yr$932M