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94 firms
ActiveState: CO×AUM: $100M-$500M×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A87LARIMER CAPITAL CORP
CRD 18189
CO$169.9M2Charles Schwab→
A79MUTUAL FUND PROTECTION SERVICE
CRD 115961
CO$102.0M1Charles Schwab→
A76INTEGRA FINANCIAL, INC.
CRD 113422
CO$123.4M4Charles Schwab→
A72CORNERSTONE INVESTMENT ADVISORS, LLC
CRD 116447
CO$180.8M2Charles Schwab→
A68ZIDEL FINANCIAL, INC.
CRD 135047
CO$159.6M1Charles Schwab→
A67BRUCE G. ALLEN INVESTMENTS, LLC
CRD 287859
CO$258.1M2Charles Schwab→
A66AGEMY WEALTH ADVISORS, LLC
CRD 218512
CO$130.5M3Charles Schwab→
A65PEAK CAPITAL MANAGEMENT, LLC
CRD 141488
CO$165.2M4Charles Schwab→
A65HINCHLEY ADVISORY GROUP, LLC
CRD 157860
CO$193.1M1Charles Schwab→
A65GILPIN WEALTH MANAGEMENT LLC
CRD 311336
CO$227.2M4Charles Schwab→
B62TNL ASSET MANAGEMENT LLC
CRD 137419
CO$139.3M1Charles Schwab→
B62SILVERPEAK WEALTH ADVISORS, LLC
CRD 170732
CO$177.4M2Charles Schwab→
B61ALTIUS FINANCIAL, INC.
CRD 113268
CO$212.2M3Charles Schwab→
B61RED MOUNTAIN FINANCIAL, LLC
CRD 277100
CO$184.4M—Charles Schwab→
B59CONSILIUM, LLC
CRD 304503
CO$215.0M1Charles Schwab→
B59PEACE OF MIND FINANCIAL, INC
CRD 289067
CO$123.6M2Charles Schwab→
B59COHESION WEALTH MANAGEMENT, LLC
CRD 308980
CO$171.0M4Charles Schwab→
B58FIT ASSET MANAGEMENT, LLC
CRD 281494
CO$147.4M3Charles Schwab→
B57VENTANA PRIVATE WEALTH LLC
CRD 311878
CO$158.6M2Charles Schwab→
B56PEAK INVESTMENT ADVISORS, INC.
CRD 113967
CO$234.6M1Charles Schwab→
B55PALLER FINANCIAL SERVICES, INC.
CRD 161531
CO$147.9M3Charles Schwab→
B55ALPINE WEALTH ADVISORS, LLC
CRD 105433
CO$115.7M1Charles Schwab→
B55OAK STREET INVESTMENT ADVISORS, LLC
CRD 288019
CO$125.5M1Charles Schwab→
B54NAVIGATION WEALTH MANAGEMENT, INC.
CRD 282640
CO$103.2M8Charles Schwab→
B54DOWNING STREET WEALTH MANAGEMENT LLC
CRD 152983
CO$175.6M2Charles Schwab→
B54OUTBOUND FINANCIAL, INC.
CRD 287697
CO$151.2M1Charles Schwab→
B53LOYD FINANCIAL MANAGEMENT INC.
CRD 112236
CO$133.5M2Charles Schwab→
B53BUTLER FINANCIAL SERVICES, INC.
CRD 118244
CO$154.7M2Charles Schwab→
B53HOFFMANN HERMANSON LLC
CRD 130484
CO$183.0M2Charles Schwab→
B53SEASON INVESTMENTS, LLC
CRD 158070
CO$159.7M3Charles Schwab→
B53WEST END WEALTH MANAGEMENT, LLC
CRD 234791
CO$170.4M2Charles Schwab→
B52RIDGEGATE ADVISORS, LLC
CRD 334233
CO$119.0M7Charles Schwab→
B51M4A3 LLC
CRD 336172
CO$322.0M1Charles Schwab→
B51BRANZAN INVESTMENT ADVISORS, INC.
CRD 120783
CO$114.8M5Charles Schwab→
B50QUISH & CO. LLC
CRD 146212
CO$154.2M1Charles Schwab→
C50THE WILLIAM ALLAN CORPORATION
CRD 133147
CO$204.4M7Charles Schwab→
C50MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC.
CRD 327830
CO$205.6M—Charles Schwab→
C49M.Z. KARK & ASSOCIATES, INC
CRD 106627
CO$369.6M1Charles Schwab→
C49CHERRY CREEK INVESTMENT ADVISORS INC
CRD 107426
CO$351.9M3Charles Schwab→
C49HELM INVESTMENT MANAGEMENT, LLC
CRD 141773
CO$370.8M2Charles Schwab→
C48JUPITER WEALTH MANAGEMENT, LLC
CRD 299220
CO$416.8M3Charles Schwab→
C47TORO WEST CAPITAL ADVISORS, LLC
CRD 331265
CO$245.7M2Charles Schwab→
C47BAM WEALTH MANAGEMENT LLC
CRD 330237
CO$202.0M9Charles Schwab→
C47THE WEALTH CONSERVANCY, INC.
CRD 112024
CO$260.0M3Charles Schwab→
C47PROTOCOL WEALTH, LLC
CRD 335298
CO$127.1M3Charles Schwab→
C45WAKEFIELD ASSET MANAGEMENT, LLLP
CRD 143720
CO$454.0M4Charles Schwab→
C45JHP WEALTH MANAGEMENT, LLC
CRD 298784
CO$223.8M1Charles Schwab→
C45PLANWISER FINANCIAL, LLC
CRD 331675
CO$169.1M2Charles Schwab→
C45SUMMITPOINT CAPITAL MANAGEMENT
CRD 336856
CO$132.5M2Charles Schwab→
C44PEAK FINANCIAL ADVISORS, LLC
CRD 115207
CO$268.8M2Charles Schwab→