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226 firms
ActiveState: FL×AUM: $100M-$500M×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90WINNING POINTS ADVISORS, L.L.C.
CRD 118077
FL$173.1M1Charles Schwab→
A72AUREUM WEALTH MANAGEMENT, LLC
CRD 272027
FL$150.6M3Charles Schwab→
A72MONEY MANAGEMENT CONCEPTS, INC.
CRD 111485
FL$119.6M2Charles Schwab→
A69PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CRD 144601
FL$121.9M11Charles Schwab→
A69AMERICAN ASSET MANAGEMENT INC.
CRD 123116
FL$153.3M1Charles Schwab→
A69LIFESTYLE FREEDOM ADVISORY GROUP, LLC
CRD 283512
FL$156.8M5Charles Schwab→
A68RUTHERFORD ASSET PLANNING, INC.
CRD 128036
FL$181.3M1Charles Schwab→
A67CATHERINE AVERY INVESTMENT MANAGEMENT LLC
CRD 144946
FL$318.0M1Charles Schwab→
A66KAILIX ADVISORS LLC
CRD 311094
FL$119.0M1Charles Schwab→
A66GUIRY CAPITAL MANAGEMENT, LLC
CRD 122056
FL$204.3M—Charles Schwab→
A65HOROWITZ & COMPANY, INC.
CRD 106737
FL$180.7M2Charles Schwab→
A65EDMP, INC.
CRD 110248
FL$147.4M3Charles Schwab→
A65SOLOMON API LLC
CRD 159471
FL$173.1M3Charles Schwab→
A65CAPSTONE WEALTH MANAGEMENT CORP.
CRD 165359
FL$109.4M3Charles Schwab→
A65RED REEF ADVISORS LLC
CRD 174748
FL$135.0M3Charles Schwab→
B64LIONSBRIDGE WEALTH MANAGEMENT LLC
CRD 149019
FL$122.4M3Charles Schwab→
B64SKY ALPHA ASSET ADVISORS LLC
CRD 295839
FL$216.0M2Charles Schwab→
B63BANYAN GLOBAL INVESTMENT ADVISORS, LLC
CRD 283264
FL$162.1M2Charles Schwab→
B63FELLOWSHIP INVESTMENT ADVISORS, LLC
CRD 154103
FL$175.9M3Charles Schwab→
B63WEALTHTRUST ASSET MANAGEMENT, LLC
CRD 174901
FL$217.4M5Charles Schwab→
B62PRINCE ASSET MANAGEMENT, INC.
CRD 141567
FL$137.7M3Charles Schwab→
B62LYONS WEALTH MANAGEMENT, LLC
CRD 150581
FL$109.1M4Charles Schwab→
B621650 WEALTH MANAGEMENT, LLC
CRD 152985
FL$119.7M1Charles Schwab→
B62FINANCIAL PLANNING SERVICES, INC.
CRD 311146
FL$145.0M—Charles Schwab→
B61MOSELEY INVESTMENT MANAGEMENT, INC.
CRD 124152
FL$456.8M4Charles Schwab→
B60PERSONAL FINANCIAL PROFILES INC
CRD 109327
FL$335.3M2Charles Schwab→
B59CARDEA CAPITAL ADVISORS, LLC
CRD 307600
FL$124.2M7Charles Schwab→
B59LUMA CAPITAL LLC
CRD 119576
FL$135.8M4Charles Schwab→
B59WILLIAMS WEALTH MANAGEMENT GROUP, INC.
CRD 147341
FL$161.0M1Charles Schwab→
B59MACLENDON WEALTH MANAGEMENT, LLC
CRD 157819
FL$129.6M2Charles Schwab→
B59CRAMER & RAUCHEGGER, INC.
CRD 164784
FL$151.4M3Charles Schwab→
B59CORAL WEALTH MANAGEMENT, LLC
CRD 307117
FL$114.7M1Charles Schwab→
B59REES WEALTH MANAGEMENT, LLC
CRD 335458
FL$115.7M1Charles Schwab→
B58BURGESS CHAMBERS & ASSOCIATES INC
CRD 110164
FL$165.9M4Charles Schwab→
B58SECOND HALF FINANCIAL PARTNERS, LLC
CRD 163454
FL$128.0M3Charles Schwab→
B58MANNA WEALTH MANAGEMENT INC.
CRD 332313
FL$146.1M1Charles Schwab→
B58ADVISORY INVESTOR SERVICES LLC
CRD 173134
FL$209.9M7Charles Schwab→
B57FUND ADVISORS OF AMERICA INC
CRD 112567
FL$149.4M3Charles Schwab→
B57DORMAN FINANCIAL MANAGEMENT, P.A.
CRD 136881
FL$160.6M2Charles Schwab→
B57MORI HUSTON PARTNERS LLC
CRD 151260
FL$241.6M3Charles Schwab→
B57SECURE WEALTH, INC.
CRD 290572
FL$132.0M3Charles Schwab→
B57CARPENTER, CLAYDON ADVISORS, INC.
CRD 143516
FL$294.9M1Charles Schwab→
B57TIM LOONEY INVESTMENTS, LLC
CRD 164413
FL$490.3M3Charles Schwab→
B56FR FINANCIAL ADVISORS LLC
CRD 135980
FL$135.7M2Charles Schwab→
B56DELGADO WEALTH MANAGEMENT, LLC
CRD 305721
FL$112.9M3Charles Schwab→
B56RBF CAPITAL MANAGEMENT, INC.
CRD 164524
FL$160.6M1Charles Schwab→
B55CHIRON CAPITAL MANAGEMENT, LLC
CRD 308286
FL$242.6M1Charles Schwab→
B55WEALTH MANAGEMENT CORPORATION OF AMERICA, INC.
CRD 109576
FL$241.5M3Charles Schwab→
B55UCAP ASSET MANAGEMENT LLC
CRD 170846
FL$208.2M10Charles Schwab→
B55RIVERPLACE CAPITAL MANAGEMENT INC
CRD 109079
FL$267.4M5Charles Schwab→