SourcingSourcing
Filters3▾
69 firms
ActiveState: AZ×AUM: $100M-$500M×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A72BRIDGELIGHT CAPITAL LLC
CRD 154920
AZ$136.4M3Charles Schwab→
A68FINANCIAL PLANNING FIRST, LLC
CRD 319273
AZ$113.9M3Charles Schwab→
A66LANE BROTHERS & CO INC
CRD 105968
AZ$240.1M5Charles Schwab→
A65HILLSPRING FINANCIAL, INC.
CRD 113938
AZ$186.0M10Charles Schwab→
A65IMMACULATE WEALTH MANAGEMENT, LLC
CRD 167657
AZ$140.8M2Charles Schwab→
B65DYNAMIC WEALTH ADVISORS
CRD 169792
AZ$140.1M4Charles Schwab→
B63PROFOCUS, INCORPORATED
CRD 113954
AZ$156.5M14Charles Schwab→
B62WILKINSON WEALTH MANAGEMENT, LLC
CRD 317741
AZ$164.7M2Charles Schwab→
B61INTRINSIC VALUE PARTNERS, LLC
CRD 165214
AZ$220.6M2Charles Schwab→
B61MEIXLER INVESTMENT MANAGEMENT, LTD.
CRD 168223
AZ$228.4M1Charles Schwab→
B61LEVIN FUNDING GROUP LLC
CRD 170087
AZ$215.4M1Charles Schwab→
B59C2C WEALTH MANAGEMENT, LLC
CRD 284148
AZ$179.8M1Charles Schwab→
B59UNION CAPITAL COMPANY
CRD 110301
AZ$150.0M13Charles Schwab→
B58BLEDSOE ASSET MANAGEMENT, LLC
CRD 145943
AZ$189.0M5Charles Schwab→
B58LARRY MATHIS FINANCIAL PLANNING, L.L.C.
CRD 172858
AZ$212.8M5Charles Schwab→
B58SPAHN WEALTH & RETIREMENT LLC
CRD 285932
AZ$181.4M1Charles Schwab→
B57WEALTH MANAGEMENT SOLUTIONS, LLC
CRD 127517
AZ$172.6M3Charles Schwab→
B57SPIRIT WEST ADVISORS, LLC
CRD 285314
AZ$111.1M1Charles Schwab→
B57BILTMORE WEALTH MANAGEMENT, LLC
CRD 151365
AZ$439.6M3Charles Schwab→
B56TAURUM RETIREMENT PARTNERS, LLC
CRD 282017
AZ$155.9M2Charles Schwab→
B55WALL CAPITAL GROUP, INC.
CRD 105913
AZ$294.7M3Charles Schwab→
B54STERLING INVESTMENT MANAGEMENT, LLC
CRD 112923
AZ$409.2M3Charles Schwab→
B53ONE WEALTH CAPITAL MANAGEMENT, LLC
CRD 331395
AZ$306.8M6Charles Schwab→
B53R.H. INVESTMENT GROUP, LLC
CRD 115994
AZ$238.5M1Charles Schwab→
B53WEALTH ENGINEERING, LLC
CRD 128549
AZ$171.0M1Charles Schwab→
B52RIDGELINE WEALTH LLC
CRD 318258
AZ$172.8M4Charles Schwab→
B51CYPRESS ADVISORY GROUP, LLC
CRD 172113
AZ$152.7M3Charles Schwab→
B51INTRINSIC WEALTH COUNSEL, INC.
CRD 105022
AZ$344.7M3Charles Schwab→
B50FOOTHILLS ADVISORS, LLC
CRD 298408
AZ$128.5M3Charles Schwab→
B50AMPLIFY FINANCIAL, LLC
CRD 325721
AZ$230.7M4Charles Schwab→
C49SLT HOLDINGS LLC
CRD 328450
AZ$230.3M4Charles Schwab→
C47TRIBECA FINANCIAL, LLC
CRD 113245
AZ$248.3M6Charles Schwab→
C47FORTRESS FINANCIAL SOLUTIONS, LLC
CRD 143969
AZ$142.0M7Charles Schwab→
C47VIGILARE WEALTH MANAGEMENT LLC
CRD 157663
AZ$330.9M4Charles Schwab→
C47SCOTTSDALE WEALTH PLANNING, INC.
CRD 169248
AZ$171.5M2Charles Schwab→
C46ARBOR WEALTH MANAGEMENT, LLC
CRD 168774
AZ$138.1M2Charles Schwab→
C46DEGREEN PRIVATE WEALTH, LLC
CRD 332192
AZ$132.8M1Charles Schwab→
C45KEY GROUP MANAGEMENT, INC.
CRD 146054
AZ$303.8M8Charles Schwab→
C45PRESTON ADVISORY SERVICES LLC
CRD 289926
AZ$197.7M4Charles Schwab→
C45FARNAM FINANCIAL, LLC
CRD 306180
AZ$161.4M3Charles Schwab→
C45WLTH CAPITAL MANAGEMENT, LLC
CRD 335594
AZ$229.8M2Charles Schwab→
C44TAYLOR FRIGON CAPITAL MANAGEMENT LLC
CRD 142617
AZ$232.6M6Charles Schwab→
C44VB&T WEALTH MANAGEMENT LLC
CRD 318330
AZ$328.3M4Charles Schwab→
C44HERITAGE FAMILY OFFICES, LLP
CRD 323930
AZ$423.3M4Charles Schwab→
C44CSP FINANCIAL GROUP LLC
CRD 310819
AZ$119.2M21Charles Schwab→
C44AIO FINANCIAL, LLC
CRD 114030
AZ$199.2M2Charles Schwab→
C44SHARPEPOINT, LLC
CRD 290719
AZ$222.8M3Charles Schwab→
C43STRATEGIC INCOME GROUP LLC
CRD 165839
AZ$362.4M5Charles Schwab→
C43SAGE FINANCIAL ADVISORS INC.
CRD 116933
AZ$270.3M5Charles Schwab→
C41WESTMARK WEALTH MANAGEMENT, LLC
CRD 334109
AZ$195.4M4Charles Schwab→