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34 firms
ActiveState: IN×AUM: $100M-$500M×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
B58BANKER INVESTMENT GROUP INC
CRD 109650
IN$260.2M2Charles Schwab→
B56SPYGLASS INVESTMENT MANAGEMENT CORPORATION
CRD 122594
IN$156.4M3Charles Schwab→
B54CAPTIAL ADVISOR NETWORK
CRD 297578
IN$124.5M8Charles Schwab→
B50ALDEBARAN CAPITAL, LLC
CRD 122360
IN$166.9M2Charles Schwab→
B50FNEX WEALTH, LLC
CRD 334569
IN$122.3M1Charles Schwab→
B50FREEMAN, WILL & NIEMEIER, INC.
CRD 121628
IN$284.2M1Charles Schwab→
C48MFG WEALTH MANAGEMENT, INC.
CRD 125963
IN$130.6M3Charles Schwab→
C48CAPITAL CITIES INVESTMENTS
CRD 116185
IN$287.9M14Charles Schwab→
C48TRADEWELL SECURITIES, LLC
CRD 332473
IN$275.8M5Charles Schwab→
C46KESSLER INVESTMENT GROUP, LLC
CRD 153696
IN$359.7M3Charles Schwab→
C46FORTITUDE PRIVATE WEALTH INC.
CRD 290074
IN$126.5M1Charles Schwab→
C45SMITH FINANCIAL INVESTMENT ADVISORS, INC.
CRD 154022
IN$456.9M3Charles Schwab→
C44CURRY WEBB WEALTH MANAGEMENT LLC
CRD 168692
IN$332.4M5Charles Schwab→
C44HOBBS WEALTH MANAGEMENT, LLC
CRD 325374
IN$146.7M1Charles Schwab→
C43BULLOCK WEALTH MANAGEMENT GROUP INC.
CRD 283853
IN$261.4M8Charles Schwab→
C43THE WELLINGTON GRP LLC
CRD 332803
IN$473.6M10Charles Schwab→
C43APPLE TREE ASSET MANAGEMENT, LLC
CRD 298437
IN$151.9M6Charles Schwab→
C40INTREPID FINANCIAL PLANNING GROUP, LLC
CRD 112196
IN$390.4M11Charles Schwab→
C39LAUGHLIN FINANCIAL LLC
CRD 165105
IN$200.2M2Charles Schwab→
C39CBG & COMPANY, INC.
CRD 149225
IN$270.7M3Charles Schwab→
C39STOREN LEGACY PARTNERS, LLC
CRD 339197
IN$438.3M7Charles Schwab→
C38VISTA INVESTMENT PARTNERS II, LLC
CRD 327983
IN$383.1M7Charles Schwab→
C38CFC PLANNING COMPANY, LLC
CRD 310603
IN$187.3M4Charles Schwab→
C37JCM STRATEGIC WEALTH PARTNERS LLC
CRD 315220
IN$152.4M2Charles Schwab→
C36MINDSET WEALTH MANAGEMENT, LLC
CRD 330384
IN$445.5M4Charles Schwab→
C34HOLISTIC FINANCIAL PARTNERS, LLC
CRD 170913
IN$444.6M1Charles Schwab→
C32STRIVE FINANCIAL GROUP, LLC
CRD 333298
IN$246.7M10Charles Schwab→
C32RJP INVESTMENT ADVISORS, LLP
CRD 111536
IN$188.7M4Charles Schwab→
C32TKG ADVISORS, LLC
CRD 168156
IN$308.0M4Charles Schwab→
C32LAUER WEALTH, LLC
CRD 289763
IN$160.9M3Charles Schwab→
C29DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC
CRD 124281
IN$438.5M4Charles Schwab→
C28HENDERSHOTT WEALTH MANAGEMENT, LLC
CRD 170839
IN$305.8M6Charles Schwab→
C27TEEPLE WEALTH MANAGEMENT, LLC
CRD 147676
IN$287.0M10Charles Schwab→
C21OXINAS PARTNERS, LLC
CRD 297462
IN$391.0M6Charles Schwab→