The Wealth Manager database

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201. 1521
     Empirical Wealth ManagementSeattle, WA · 2,400 clientsWrap sponsor
     Schwab 100%
     +00% 1 yr$8.4B
202. 1525
     Battery Global Advisors, LLCBoston, MA · 142 clients
     Fidelity 100%
     +00% 1 yr$8.4B
203. 1527
     Zhang FinancialPortage, MI · 2,331 clientsWrap sponsor
     LPL Financial 60%State Street 25%
     +00% 1 yr$8.4B
204. 1531
     Elevation Point Wealth Partners, LLCDenver, CO · 4,936 clientsHybrid
     Fidelity 39%
     +00% 1 yr$8.3B
205. 1532
     Wealthcare Advisory Partners LLCWest Chester, PA · 10,948 clientsHybridSammons Financial Network, LLC
     LPL Financial 56%Schwab 44%
     +00% 1 yr$8.3B
206. 1535
     Nicholas Hoffman & Company, LLCAtlanta, GA · 409 clients
     Schwab 100%
     +00% 1 yr$8.3B
207. 1540
     Capital Investment Advisors, LLCAtlanta, GA · 6,014 clients
     Schwab 60%Fidelity 40%
     +00% 1 yr$8.2B
208. 1541
     Cambridge Associates Limited, LLCBoston, MA · 32 clients
     Pictet Bank of Switzerland 100%
     +00% 1 yr$8.2B
209. 1543
     Proficio Capital Partners LLCNewton, MA · 160 clients
     Fidelity 100%
     +00% 1 yr$8.2B
210. 1545
     R M Davis IncPortland, ME · 2,437 clients
     Schwab 80%
     +00% 1 yr$8.2B
211. 1548
     Chilton Investment Services, LLCStamford, CT · 1,905 clients
     BNY 80%
     +00% 1 yr$8.2B
212. 1553
     Marshfield AssociatesWashington, DC · 3,996 clients
     RBC 59%State Street 29%
     +00% 1 yr$8.1B
213. 1555
     Human Interest Advisors LLCSAN Francisco, CA · 831,446 clients
     Matrix Trust 100%
     +00% 1 yr$8.1B
214. 1562
     Annex Wealth Management, LLCBrookfield, WI · 6,802 clients
     Schwab 72%Fidelity 28%
     +00% 1 yr$8.1B
215. 1563
     Crestwood AdvisorsBoston, MA · 1,128 clientsAffiliated broker-dealer
     Fidelity 83%
     +00% 1 yr$8.0B
216. 1566
     Howard Capital Management, LLCAlpharetta, GA · 10,608 clientsHybrid
     Axos 54%Fidelity 46%
     +00% 1 yr$8.0B
217. 1574
     RFG Advisory, LLCVestavia Hills, AL · 17,410 clientsHybrid
     Schwab 66%Fidelity 34%
     +00% 1 yr$8.0B
218. 1577
     ICG Advisors, LLCLOS Angeles, CA · 70 clients
     RBC 100%
     +00% 1 yr$7.9B
219. 1584
     RBC Private Counsel (USA) Inc.Toronto, ON, Canada · 5,967 clientsBank-affiliatedHybridPhillips, Hager & North Investment Funds LTD., RBC Capital Markets, LLC
     RBC 91%
     +00% 1 yr$7.9B
220. 1585
     D.F. Dent and Company, Inc.Baltimore, MD · 1,185 clientsHybrid
     Fidelity 57%PNC Wealth Management 43%
     +00% 1 yr$7.9B
221. 1591
     Ingalls Investment Management, LLCNew York, NY · 4,453 clientsHybridIngalls & Snyder, LLC
     Ingalls & Snyder 69%Schwab 24%
     +00% 1 yr$7.8B
222. 1594
     Confluence Financial PartnersMcMurray, PA · 5,228 clients
     Raymond James 100%
     +00% 1 yr$7.8B
223. 1605
     OnesevenBeachwood, OH · 16,335 clientsHybridMGO Securities Corp.
     Raymond James 47%Schwab 39%
     +00% 1 yr$7.7B
224. 1608
     Fiduciary Trust International, LLCLincoln, MA · 76 clientsPublic-company ownedHybridClarion Partners, LLC, Franklin Distributors, LLC
     Fidelity 100%
     +00% 1 yr$7.7B
225. 1609
     Hbks Wealth AdvisorsErie, PA · 7,824 clientsHybridHBK Sorce Brokerage LLC
     Schwab 87%
     +00% 1 yr$7.7B
226. 1611
     Aldrich Wealth LPLake Oswego, OR · 782 clientsHybridPacific Coast Capital, LLC
     Schwab 79%
     +00% 1 yr$7.6B
227. 1613
     FacetWest Palm Beach, FL · 14,741 clients
     Apex Fintech 77%Fidelity 23%
     +00% 1 yr$7.6B
228. 1616
     Belpointe Asset Management LLCReno, NV · 7,604 clientsHybrid
     Schwab 85%
     +00% 1 yr$7.6B
229. 1617
     Brown AdvisoryNorfolk, VA · 229 clients
     BNY 67%
     +00% 1 yr$7.6B
230. 1618
     Avantax Planning Partners, Inc.Dubuque, IA · 8,370 clientsHybridCetera Advisors LLC, Cetera Financial Specialists LLC, clears through Pershing
     Schwab 72%Fidelity Personal Trust 28%
     +00% 1 yr$7.6B
231. 1621
     Bailard, Inc.Foster City, CA · 1,137 clients
     Schwab 83%
     +00% 1 yr$7.6B
232. 1625
     Carnegie Investment CounselPepper Pike, OH · 3,281 clients
     Schwab 80%
     +00% 1 yr$7.5B
233. 1627
     JMG Financial Group LTDDowners Grove, IL · 1,789 clients
     Schwab 100%
     +00% 1 yr$7.5B
234. 1631
     Chicago Partners Investment Group LLCChicago, IL · 2,764 clients
     Schwab 82%
     +00% 1 yr$7.5B
235. 1645
     Mariner IndependentOverland Park, KS · 4,307 clientsHybridMsec, LLC, W G Securities, LLC, clears through National Financial Services (Fidelity)
     Schwab 52%Fidelity 48%
     +00% 1 yr$7.3B
236. 1651
     Badgley Phelps Wealth ManagersSeattle, WA · 1,356 clientsAffiliated broker-dealer
     Schwab 100%
     +00% 1 yr$7.3B
237. 1660
     Turim 21 Investimentos LtdaRIO De Janeiro, RJ, Brazil · 539 clients
     Santander 100%
     +00% 1 yr$7.2B
238. 1667
     Evergreen Capital Management LLCBellevue, WA · 1,157 clients
     Schwab 100%
     +00% 1 yr$7.2B
239. 1674
     Cassaday & Company, Inc.McLean, VA · 3,267 clientsHybrid
     Pershing 100%
     +00% 1 yr$7.1B
240. 1677
     Miller Investment Management, LPWest Conshohocken, PA · 183 clientsHybrid
     J.P. Morgan 83%
     +00% 1 yr$7.1B