The Wealth Manager database

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1681. 5650
      Partners in Financial Planning, LLCSalem, VA · 396 clients
      Schwab 87%
      +00% 1 yr$914M
1682. 5654
      Briaud Financial AdvisorsCollege Station, TX · 279 clients
      Schwab 87%
      +00% 1 yr$913M
1683. 5655
      Beverly Hills Private Wealth, LLCBeverly Hills, CA · 250 clients
      Goldman Sachs 100%
      +00% 1 yr$912M
1684. 5659
      Peak Wealth SolutionsPepper Pike, OH · 718 clientsHybrid
      Fidelity 100%
      +00% 1 yr$912M
1685. 5663
      Claris Advisors, LLCSt. Louis, MO · 331 clients
      Schwab 79%
      +00% 1 yr$911M
1686. 5664
      Tiempo Capital PartnersMiami, FL · 65 clients
      J.P. Morgan 50%Fidelity 35%
      +00% 1 yr$911M
1687. 5665
      Syverson StregeWest Des Moines, IA · 528 clients
      Schwab 59%SEI 41%
      +00% 1 yr$911M
1688. 5668
      Singer Wealth Advisors LLCBoca Raton, FL · 953 clients
      Schwab 100%
      +00% 1 yr$911M
1689. 5671
      Strategic Planning GroupBountiful, UT · 1,622 clients
      Fidelity 75%Schwab 25%
      +00% 1 yr$910M
1690. 5672
      Cullen Investment GroupLafayette, LA · 611 clients
      Raymond James 100%
      +00% 1 yr$910M
1691. 5673
      Clayton Wealth PartnersTopeka, KS · 753 clients
      Fidelity 100%
      +00% 1 yr$910M
1692. 5674
      Covenant Wealth AdvisorsRichmond, VA · 523 clients
      Fidelity 54%Schwab 46%
      +00% 1 yr$910M
1693. 5676
      Gerald Baker Financial Group, L.l.c.dba Baker Financial ServicesArlington, TX · 482 clientsHybridGRB Financial LLC
      Schwab 100%
      +00% 1 yr$909M
1694. 5680
      Alley CompanyLake Forest, IL · 170 clientsAffiliated broker-dealer
      Schwab 100%
      +00% 1 yr$907M
1695. 5682
      Cranbrook Wealth Management, LLCBloomfield Hills, MI · 253 clients
      Fidelity 100%
      +00% 1 yr$907M
1696. 5683
      Round Rock Advisors LLCWilton, CT · 647 clients
      Schwab 100%
      +00% 1 yr$907M
1697. 5685
      Riverpoint Wealth ManagementChicago, IL · 216 clientsWrap sponsor
      LPL Financial 100%
      +00% 1 yr$906M
1698. 5686
      South Street Advisors, LLCNew York, NY · 138 clients
      Deutsche Bank Trust Company Americas 35%Schwab 32%
      +00% 1 yr$906M
1699. 5687
      First Affirmative Financial Network LLCColorado Springs, CO · 2,327 clientsWrap sponsor
      Schwab 52%Goldman Sachs 48%
      +00% 1 yr$905M
1700. 5688
      Richard P. Slaughter Associates, Inc.Austin, TX · 457 clients
      Schwab 100%
      +00% 1 yr$905M
1701. 5692
      Convergence FinancialColumbia, MO · 2,714 clientsHybrid
      LPL Financial 100%
      +00% 1 yr$904M
1702. 5693
      Mengis Capital Management, Inc.Portland, OR · 300 clients
      Schwab 89%
      +00% 1 yr$903M
1703. 5694
      Formidable Asset Management, LLCCincinnati, OH · 900 clients
      Raymond James 52%LPL Financial 26%
      +00% 1 yr$903M
1704. 5695
      Studio Investment ManagementChicago, IL · 355 clients
      Schwab 100%
      +00% 1 yr$903M
1705. 5697
      Dmkc Advisory Services, LLCDes Moines, IA · 500 clientsHybridD.M. Kelly & Company, clears through Wells Fargo Clearing Services
      First Clearing 100%
      +00% 1 yr$903M
1706. 5698
      Navis Wealth Advisors LLCRye Brook, NY · 126 clientsHybrid
      Schwab 100%
      +00% 1 yr$902M
1707. 5699
      The Fairman Group, LLCChesterbrook, PA · 142 clients
      Schwab 100%
      +00% 1 yr$902M
1708. 5701
      Flaharty Asset Management, LLCClearwater, FL · 1,130 clientsWrap sponsorHybrid
      LPL Financial 99%
      +00% 1 yr$902M
1709. 5703
      Marsjewett Financial GroupBellevue, WA · 717 clients
      Fidelity 100%
      +00% 1 yr$901M
1710. 5705
      Beacon Financial Advisory LLCCleveland, OH · 1,556 clientsHybrid
      Schwab 97%
      +00% 1 yr$901M
1711. 5706
      Greenup Street Wealth Management LLCOverland Park, KS · 973 clients
      Fidelity 76%Schwab 24%
      +00% 1 yr$900M
1712. 5709
      93 Financial Group, LLCWoburn, MA · 1,175 clients
      Schwab 100%
      +00% 1 yr$900M
1713. 5711
      Axiom Asset ManagementWayne, PA · 589 clientsAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
      No custodian reported
      +00% 1 yr$900M
1714. 5713
      Asset Management Group, Inc.Stamford, CT · 264 clientsHybrid
      Schwab 100%
      +00% 1 yr$898M
1715. 5718
      Key Client Fiduciary Advisors, LLCFairfield, NJ · 2,272 clients
      Schwab 100%
      +00% 1 yr$896M
1716. 5719
      Christopher Weil & Co IncSan Diego, CA · 519 clients
      Fidelity 100%
      +00% 1 yr$896M
1717. 5720
      Eagleclaw Capital Management LLCBoston, MA · 321 clientsWrap sponsorHybridMoors & Cabot, Inc.
      No custodian reported
      +00% 1 yr$896M
1718. 5721
      Stonebridge Financial GroupSan Rafael, CA · 951 clientsHybrid
      Schwab 100%
      +00% 1 yr$896M
1719. 5722
      Maytech Global InvestmentsNew York, NY · 126 clients
      Interactive Brokers 68%Schwab 32%
      +00% 1 yr$895M
1720. 5723
      Kelman Lazarov IncMemphis, TN · 579 clientsHybrid
      Schwab 85%
      +00% 1 yr$895M