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27 firms
ActiveState: AL×AUM: $100M-$500M×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab→
B59SOUTHERN CAPITAL SERVICES, INC.
CRD 105582
AL$192.5M6Charles Schwab→
B57DMC GROUP, LLC
CRD 174077
AL$176.7M3Charles Schwab→
B56COLARION LLC
CRD 284588
AL$188.3M3Charles Schwab→
B55AULL & MONROE INVESTMENT MANAGEMENT CORP
CRD 104830
AL$323.2M4Charles Schwab→
B52PEOPLE MAKE THE DIFFERENCE, INC.
CRD 159443
AL$111.6M2Charles Schwab→
C49HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
CRD 106454
AL$424.4M2Charles Schwab→
C49BROOKLINE INVESTMENTS, INC.
CRD 109239
AL$281.5M2Charles Schwab→
C48APPROACH RETIREMENT ADVISORS, LLC
CRD 166221
AL$227.5M2Charles Schwab→
C48TRUST ADVISORY GROUP LTD
CRD 106926
AL$313.5M20Charles Schwab→
C46NAVIANT PARTNERS, LLC
CRD 339108
AL$177.3M2Charles Schwab→
C45TUCKER JR., DOUGLAS, RAY
CRD 298292
AL$339.0M3Charles Schwab→
C45MAGNOLIA WEALTH MANAGEMENT LLC
CRD 297598
AL$183.3M2Charles Schwab→
C45BLALOCK WILLIAMS, LLC
CRD 325465
AL$242.6M2Charles Schwab→
C44BONAVENTURE CAPITAL, LLC
CRD 120780
AL$493.8M2Charles Schwab→
C41WILKINS MILLER WEALTH MANAGEMENT, LLC
CRD 162222
AL$257.5M2Charles Schwab→
C41ARAGON FAMILY OFFICE LLC
CRD 337597
AL$112.0M2Charles Schwab→
C41WFG CAPITAL ADVISORS, LLC
CRD 310008
AL$354.8M2Charles Schwab→
C38BROWN MCLEOD, INC
CRD 155548
AL$468.2M6Charles Schwab→
C38CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC
CRD 337758
AL$132.1M2Charles Schwab→
C36BLUEWATER WEALTH ADVISORS, LLC
CRD 330078
AL$145.8M3Charles Schwab→
C33CAPSTONE WEALTH MANAGEMENT, LLC
CRD 118296
AL$416.1M9Charles Schwab→
C32KASSOUF WEALTH ADVISORS, LLC
CRD 122683
AL$471.3M6Charles Schwab→
C31ONEASCENT WEALTH MANAGEMENT LLC
CRD 308057
AL$475.6M13Charles Schwab→
C28TIMBERCHASE FINANCIAL, LLC
CRD 131205
AL$280.2M4Charles Schwab→
C28NAVIGATE WEALTH MANAGEMENT, LLC
CRD 173770
AL$429.6M7Charles Schwab→