SourcingSourcing
Filters3▾
56 firms
ActiveState: MD×AUM: $100M-$500M×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A73REUTEMANN FINANCIAL SOLUTIONS, INC.
CRD 153247
MD$251.6M6Charles Schwab→
A72MOUNT VERNON ASSOCIATES INC
CRD 107099
MD$232.5M1Charles Schwab→
A70MONTGOMERY INVESTMENT MANAGEMENT INC
CRD 105417
MD$490.0M2Charles Schwab→
A66HILLMAN CAPITAL MANAGEMENT INC
CRD 110096
MD$195.9M2Charles Schwab→
B62PROMETHIUM ADVISORS, LLC
CRD 329565
MD$235.3M4Charles Schwab→
B59STANDARD PARTNERS LLC
CRD 167956
MD$108.3M1Charles Schwab→
B58SCHAEFFER FINANCIAL LLC
CRD 133697
MD$257.7M7Charles Schwab→
B58ARTHUR STEIN FINANCIAL, LLC
CRD 160627
MD$141.2M3Charles Schwab→
B53POINTER FINANCIAL ADVISORS LLC
CRD 326745
MD$176.4M2Charles Schwab→
B52WAYPOINT WEALTH MANAGEMENT, LLC
CRD 155574
MD$242.5M1Charles Schwab→
B51MACROVIEW INVESTMENT MANAGEMENT LLC
CRD 149621
MD$387.1M4Charles Schwab→
C49PARTNERSHIP WEALTH MANAGEMENT, LLC
CRD 285718
MD$234.9M2Charles Schwab→
C48BESTGATE WEALTH ADVISORS, LLC
CRD 301639
MD$162.4M3Charles Schwab→
C48BLUEPRINT WEALTH MANAGEMENT INC.
CRD 325099
MD$190.0M1Charles Schwab→
C48GLR PARTNERS, LLC
CRD 334902
MD$260.7M3Charles Schwab→
C47BUTTONWOOD FINANCIAL ADVISORS, INC.
CRD 144926
MD$483.2M5Charles Schwab→
C47THINAGEE INVESTMENTS INC.
CRD 165054
MD$265.4M1Charles Schwab→
C46THOMA CAPITAL MANAGEMENT LLC
CRD 120139
MD$310.1M2Charles Schwab→
C46BULL HARBOR CAPITAL LLC.
CRD 324995
MD$354.8M29Charles Schwab→
C46TOWN CAPITAL, LLC
CRD 299341
MD$168.8M1Charles Schwab→
C45L. K. BENSON & COMPANY, P.C.
CRD 107908
MD$446.2M2Charles Schwab→
C45IVY LEAGUE FINANCIAL ADVISORS LLC
CRD 119145
MD$188.7M3Charles Schwab→
C45SHERMAN WEALTH MANAGEMENT LLC
CRD 281093
MD$160.3M3Charles Schwab→
C44RCS FINANCIAL PLANNING, LLC
CRD 291678
MD$281.0M2Charles Schwab→
C43BONTEMPO OHLY CAPITAL MANAGEMENT, LLC
CRD 132804
MD$405.7M5Charles Schwab→
C43GLASSY MOUNTAIN ADVISORS, INC.
CRD 314937
MD$369.8M6Charles Schwab→
C43PLANVEST FINANCIAL, INC.
CRD 290306
MD$175.9M6Charles Schwab→
C42CAPITAL SQUARED FINANCIAL LLC
CRD 326861
MD$198.7M2Charles Schwab→
C41THE SIMMONS PARTNERSHIP, INC
CRD 156740
MD$216.5M2Charles Schwab→
C41TURNING POINT BENEFIT GROUP, INC.
CRD 301282
MD$339.4M15Charles Schwab→
C41DELTA FINANCIAL ADVISORS, INC
CRD 121907
MD$234.0M5Charles Schwab→
C40KILNER CAPITAL ADVISORS, LLC
CRD 139521
MD$336.7M2Charles Schwab→
C40A.G. CAMPBELL ADVISORY, LLC
CRD 162150
MD$403.9M4Charles Schwab→
C39MY WEALTH MANAGEMENT, INC.
CRD 168566
MD$156.2M2Charles Schwab→
C39FOUNDRY WEALTH ADVISORS, LLC
CRD 300794
MD$163.4M4Charles Schwab→
C39PKS INVESTMENT ADVISORS LLC
CRD 110147
MD$367.2M7Charles Schwab→
C39HF ADVISORY GROUP, LLC
CRD 309051
MD$321.5M2Charles Schwab→
C39IMPACT CAPITAL, LLC
CRD 297413
MD$253.4M3Charles Schwab→
C38ELITE INCOME ADVISORS, INC.
CRD 285429
MD$213.4M6Charles Schwab→
C38ALPHA DNA INVESTMENT MANAGEMENT LLC
CRD 288198
MD$194.7M2Charles Schwab→
C381 NORTH WEALTH SERVICES, LLC
CRD 115948
MD$320.4M5Charles Schwab→
C38MONTGOMERY FINANCIAL SERVICES, LLC
CRD 170024
MD$203.8M4Charles Schwab→
C38BLUE CURVE ADVISORY, LLC
CRD 333724
MD$125.2M2Charles Schwab→
C38MARKS WEALTH, LLC
CRD 310534
MD$409.2M4Charles Schwab→
C37CURIO WEALTH, LLC
CRD 328178
MD$460.7M9Charles Schwab→
C37WPG ADVISERS, LLC
CRD 291708
MD$360.9M4Charles Schwab→
C35PLOTKIN FINANCIAL ADVISORS, LLC
CRD 127635
MD$255.9M1Charles Schwab→
C34HUBER, WEAKLAND & ASSOCIATES, INC.
CRD 120745
MD$295.3M3Charles Schwab→
C34BLUESTONE FINANCIAL ADVISORS, LLC
CRD 146946
MD$207.3M2Charles Schwab→
C33CASSILLY FINANCIAL GROUP, LLC
CRD 300672
MD$135.5M2Charles Schwab→