The Wealth Manager database

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1481. 5233
      CoyleGlenview, IL · 439 clients
      Schwab 100%
      +00% 1 yr$1.0B
1482. 5236
      Sittner & Nelson, LLCEugene, OR · 475 clients
      Schwab 100%
      +00% 1 yr$1.0B
1483. 5237
      QP Global Family Offices, LLCGreenwich, CT · 15 clientsHybrid
      No custodian reported
      +00% 1 yr$1.0B
1484. 5239
      Matauro, LLCNew York, NY · 876 clientsHybrid
      Fidelity 100%
      +00% 1 yr$1.0B
1485. 5241
      Baker Ellis Asset Management LLCVancouver, WA · 343 clients
      Fidelity 100%
      +00% 1 yr$1.0B
1486. 5243
      Morling Financial Advisors, LLCFremont, CA · 349 clients
      Fidelity 52%Schwab 48%
      +00% 1 yr$1.0B
1487. 5245
      Bridgeport Financial SolutionsPhoenix, AZ · 920 clientsWrap sponsorAffiliated broker-dealerCambridge Investment Research, Inc.
      Fidelity 75%
      +00% 1 yr$1.0B
1488. 5246
      Weaver Consulting Group, LLCHuntington Beach, CA · 1,114 clientsWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$1.0B
1489. 5247
      High Probability Advisors, LLCPittsford, NY · 398 clients
      Schwab 76%
      +00% 1 yr$1.0B
1490. 5248
      Manchester Financial IncWestlake Village, CA · 1,102 clients
      Schwab 100%
      +00% 1 yr$1.0B
1491. 5250
      Three Bridge Wealth AdvisorsLos Altos, CA · 71 clientsHybrid
      Schwab 100%
      +00% 1 yr$1.0B
1492. 5251
      Marble Wealth, LLCMontgomery, AL · 314 clientsWrap sponsorHybrid
      Fidelity 100%
      +00% 1 yr$1.0B
1493. 5252
      Paragon Financial AdvisorsCollege Station, TX · 458 clients
      Schwab 100%
      +00% 1 yr$1.0B
1494. 5253
      RPG Investment Advisory, LLCPleasanton, CA · 953 clients
      Schwab 55%Interactive Brokers 45%
      +00% 1 yr$1.0B
1495. 5256
      Fitzroy Investment Advisors LLCAventura, FL · 81 clients
      No custodian reported
      +00% 1 yr$1.0B
1496. 5259
      Red Oak Financial GroupTowson, MD · 1,202 clientsHybrid
      LPL Financial 68%Vanguard 32%
      +00% 1 yr$1.0B
1497. 5263
      Violich Capital ManagementMill Valley, CA · 116 clients
      Schwab 54%U.S. Bank 24%Merrill / Bank of America 23%
      +00% 1 yr$1.0B
1498. 5264
      Argos Wealth Advisors LLC244 clients
      Schwab 94%
      +00% 1 yr$1.0B
1499. 5267
      MPM Wealth AdvisorsHolland, OH · 1,118 clientsHybrid
      Schwab 100%
      +00% 1 yr$1.0B
1500. 5268
      Whalerock Point Partners, LLCWest Palm Beach, FL · 136 clients
      Fidelity 64%
      +00% 1 yr$1.0B
1501. 5269
      Rogers Wealth Group, Inc.Fort Worth, TX · 434 clients
      Schwab 56%Matrix Trust 44%
      +00% 1 yr$1.0B
1502. 5272
      Rodgers Brothers, Inc.Harmony, PA · 506 clients
      RBC 89%
      +00% 1 yr$1.0B
1503. 5275
      Fierston Financial Group IncWest Hartford, CT · 315 clients
      Schwab 100%
      +00% 1 yr$1.0B
1504. 5278
      Fort Sheridan Advisors LLCHighland Park, IL · 389 clientsHybrid
      Fidelity 99%
      +00% 1 yr$1.0B
1505. 5280
      William Mack & Associates IncTroy, MI · 965 clients
      Schwab 100%
      +00% 1 yr$1.0B
1506. 5281
      Gould Asset Management LLCClaremont, CA · 363 clientsAffiliated broker-dealer
      Fidelity 82%
      +00% 1 yr$1.0B
1507. 5283
      Sterling Investment Counsel, LLCBuffalo, NY · 888 clientsHybrid
      Fidelity 100%
      +00% 1 yr$1.0B
1508. 5288
      Banyan Tree Asset Management, LLCTorrance, CA · 47 clientsHybridBanyan Tree Securities, LLC
      Pershing 100%
      +00% 1 yr$1.0B
1509. 5290
      Watts Gwilliam & Company, LLCGilbert, AZ · 514 clients
      Schwab 100%
      +00% 1 yr$1.0B
1510. 5293
      Northwest Wealth Management, LLCSpencer, IA · 2,128 clientsBank-affiliated
      Schwab 92%
      +00% 1 yr$1.0B
1511. 5294
      Walkner Condon Financial Advisors LLCVerona, WI · 805 clients
      Schwab 100%
      +00% 1 yr$1.0B
1512. 5296
      IFG Advisors, LLCSt. Louis, MO · 566 clients
      Schwab 100%
      +00% 1 yr$1.0B
1513. 5297
      John Moore & Associates IncAlbuquerque, NM · 729 clients
      Raymond James 100%
      +00% 1 yr$1.0B
1514. 5298
      Harvey Investment Company, LLCLouisville, KY · 184 clientsAffiliated broker-dealerHightower Securities, LLC, clears through National Financial Services (Fidelity), Pershing, J.P. Morgan
      Pershing 76%PNC Wealth Management 24%
      +00% 1 yr$1.0B
1515. 5300
      J.w.burns & Company, Inc.Dewitt, NY · 631 clients
      Schwab 100%
      +00% 1 yr$1.0B
1516. 5301
      Glen Eagle Advisors, LLCKingston, NJ · 3,401 clientsHybridGlen Eagle Wealth, LLC, clears through National Financial Services (Fidelity), Pershing
      Interactive Brokers 65%AQR Investments 35%
      +00% 1 yr$1.0B
1517. 5303
      Cardinal Capital Management IncRaleigh, NC · 305 clients
      Schwab 100%
      +00% 1 yr$1.0B
1518. 5305
      Bass and Bell, Inc.Little Rock, AR · 373 clients
      Raymond James 100%
      +00% 1 yr$1.0B
1519. 5307
      Perryman Financial Advisory, Inc.Dallas, TX · 526 clientsHybridPerryman Securities, Inc.
      Schwab 100%
      +00% 1 yr$1.0B
1520. 5308
      Alpha Omega Wealth Management, LLCRichmond, VA · 490 clients
      Schwab 100%
      +00% 1 yr$1.0B