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28 firms
ActiveState: KS×AUM: $100M-$500M×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A78SCHWARZ INVESTMENT PARTNERS
CRD 113556
KS$184.9M2Charles Schwab→
B61PROVIDENCE FINANCIAL ADVISORS, LLC
CRD 124839
KS$428.1M4Charles Schwab→
B61MN WEALTH ADVISORS, LLC
CRD 322617
KS$394.2M3Charles Schwab→
B59DAVIS FINANCIAL MANAGEMENT, INC.
CRD 143410
KS$144.6M1Charles Schwab→
B55PROACTIVE CAPITAL MANAGEMENT, INC.
CRD 297791
KS$170.7M2Charles Schwab→
B54REDSTONE ADVISORS INC
CRD 107699
KS$490.6M5Charles Schwab→
B54KONZA GLOBAL ADVISORY, LLC
CRD 331692
KS$125.2M2Charles Schwab→
B53CURTIS CAPITAL ADVISORS, LLC
CRD 330835
KS$165.5M2Charles Schwab→
B52FREESTATE ADVISORS LLC
CRD 145800
KS$181.8M9Charles Schwab→
B51INVISOR FINANCIAL LLC
CRD 174890
KS$198.5M3Charles Schwab→
C47FORTUNE FINANCIAL ADVISORS, LLC
CRD 145799
KS$322.6M5Charles Schwab→
C46BERKELEY CAPITAL MANAGEMENT, LLC
CRD 149229
KS$128.5M2Charles Schwab→
C43THE ETF STORE, INC.
CRD 148229
KS$168.2M6Charles Schwab→
C41RSG INVESTMENTS LLC
CRD 323527
KS$140.5M6Charles Schwab→
C40ONE ADVISORY PARTNERS, LLC
CRD 161614
KS$369.5M7Charles Schwab→
C40RETIREWISE TAX AND WEALTH ADVISORS, INC.
CRD 284394
KS$242.8M7Charles Schwab→
C40CORNERSTONE SECURITIES LLC
CRD 140379
KS$210.0M10Charles Schwab→
C40GENTRY PRIVATE WEALTH, LLC
CRD 323208
KS$307.7M4Charles Schwab→
C39S&A FINANCIAL SERVICES, INC.
CRD 110471
KS$392.3M5Charles Schwab→
C35CORNERSTONE ADVISORS, LLC
CRD 114510
KS$265.1M4Charles Schwab→
C33RPR FINANCIAL ADVISORS LLC
CRD 316557
KS$162.1M5Charles Schwab→
C32SOUND STEWARDSHIP, LLC
CRD 129755
KS$284.6M15Charles Schwab→
C29VIAWEALTH, LLC
CRD 309043
KS$260.7M3Charles Schwab→
C29SUMMIT INVESTMENT ADVISORS INC
CRD 316321
KS$273.4M5Charles Schwab→
C29WINDWARD PRIVATE WEALTH MANAGEMENT INC.
CRD 113761
KS$309.6M6Charles Schwab→
C27SJHL FINANCIAL SERVICES, LLC
CRD 285946
KS$174.5M12Charles Schwab→
C25MARKET INVESTMENT GROUP, LLC
CRD 334248
KS$416.4M6Charles Schwab→
C22YUKON WEALTH MANAGEMENT, INC.
CRD 109413
KS$467.4M2Charles Schwab→