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87 firms
ActiveState: MI×AUM: $100M-$500M×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90CONFIDENTIAL MANAGEMENT ADVISORS, INC.
CRD 125936
MI$161.9M1Charles Schwab→
A79KRS CAPITAL MANAGEMENT, LLC
CRD 142928
MI$188.9M1Charles Schwab→
A77GREYSTONE FINANCIAL GROUP, LLC
CRD 306595
MI$494.9M4Charles Schwab→
A69SPECTRUM FINANCIAL RESOURCES, LLC
CRD 127453
MI$235.3M5Charles Schwab→
A66REITZ CAPITAL ADVISORS LLC
CRD 167088
MI$103.4M1Charles Schwab→
A65OLD OAK FINANCIAL PLANNING, INC.
CRD 122500
MI$160.3M4Charles Schwab→
B64MILLER CAPITAL PARTNERS, INC.
CRD 124489
MI$311.6M2Charles Schwab→
B62GREAT LAKES WEALTH, LLC
CRD 282362
MI$166.3M1Charles Schwab→
B62EXECUTIVE FINANCIAL SERVICES INC
CRD 110180
MI$199.4M3Charles Schwab→
B61DUET ADVISORY SERVICES LLC
CRD 283584
MI$316.5M3Charles Schwab→
B61GLOBAL FINANCIAL PLANNING GROUP, LLC
CRD 114803
MI$135.3M2Charles Schwab→
B61SYNERGY WEALTH MANAGEMENT, LLC
CRD 174633
MI$127.1M3Charles Schwab→
B60VISION CAPITAL PARTNERS
CRD 175147
MI$146.6M2Charles Schwab→
B59CPR INVESTMENTS INC
CRD 139067
MI$238.8M24Charles Schwab→
B59BROOKTREE CAPITAL MANAGEMENT INC.
CRD 114173
MI$138.9M2Charles Schwab→
B58PINNACLE WEALTH MANAGEMENT PARTNERS, INC.
CRD 166853
MI$118.1M4Charles Schwab→
B57GPM GROWTH INVESTORS, INC.
CRD 107645
MI$281.3M6Charles Schwab→
B55SUMMIT FINANCIAL CONSULTING LLC
CRD 126570
MI$184.7M6Charles Schwab→
B54BLUE WATER ASSET MANAGEMENT, LLC
CRD 175362
MI$428.5M7Charles Schwab→
B54ARBORFI ADVISORS, LLC
CRD 305009
MI$148.4M2Charles Schwab→
B53ASPEN INVESTMENT MANAGEMENT INC.
CRD 112081
MI$452.5M5Charles Schwab→
B53WOLVERINE WEALTH ADVISORY SERVICES INC.
CRD 146564
MI$140.9M1Charles Schwab→
B53OCTO CAPITAL, LLC
CRD 174351
MI$165.0M1Charles Schwab→
B52BURNHAM & COMPANY LLC
CRD 319339
MI$129.5M2Charles Schwab→
B52CYGNET FINANCIAL PLANNING INC.
CRD 123430
MI$212.9M6Charles Schwab→
B52ELE ADVISORY SERVICES, INC
CRD 148228
MI$136.5M15Charles Schwab→
B51RBS WEALTH MANAGEMENT, LLC
CRD 336536
MI$322.3M2Charles Schwab→
B51CIG ASSET MANAGEMENT, INC.
CRD 123609
MI$192.5M3Charles Schwab→
B51PATHWORKS FINANCIAL, INC.
CRD 138393
MI$279.3M5Charles Schwab→
B50MEADOWBROOK INVESTMENT ADVISORS LLC
CRD 109960
MI$185.2M2Charles Schwab→
C49CAITLIN JOHN, LLC
CRD 154494
MI$214.9M23Charles Schwab→
C49VANDERPOL INVESTMENTS L.L.C.
CRD 168174
MI$118.1M3Charles Schwab→
C49GREENWAY FINANCIAL, LLC
CRD 288864
MI$151.4M3Charles Schwab→
C48ARBOR INVESTMENT MANAGEMENT, LLC
CRD 154735
MI$162.0M2Charles Schwab→
C48SCULATI WEALTH MANAGEMENT, LLC
CRD 158783
MI$381.5M3Charles Schwab→
C48ANTONELLI FINANCIAL ADVISORS, LLC
CRD 286452
MI$229.1M3Charles Schwab→
C47HENSLER & ASSOCIATES WEALTH MANAGEMENT LLC
CRD 291609
MI$200.0M1Charles Schwab→
C46BREAKWATER CAPITAL, LLC
CRD 172498
MI$156.6M2Charles Schwab→
C45PREMIER ESTATE PLANNERS, LLC
CRD 122638
MI$226.9M2Charles Schwab→
C45SAGE HILL CAPITAL L.L.C.
CRD 155016
MI$214.3M2Charles Schwab→
C45ROCHESTER WEALTH STRATEGIES, LLC
CRD 299150
MI$177.8M4Charles Schwab→
C44MILLER FINANCIAL SERVICES LLC
CRD 143788
MI$462.9M3Charles Schwab→
C44PEARL PLANNING, LLC
CRD 336568
MI$329.2M4Charles Schwab→
C43A SMARTER WAY TO INVEST, INC.
CRD 166170
MI$150.0M5Charles Schwab→
C43RFM FINANCIAL SOLUTIONS, LLC
CRD 124468
MI$260.1M3Charles Schwab→
C43M1 CAPITAL MANAGEMENT
CRD 158269
MI$450.4M6Charles Schwab→
C43DESERANNO CORPORATION
CRD 121841
MI$208.0M4Charles Schwab→
C43RHL GROUP, LLC
CRD 330716
MI$155.1M3Charles Schwab→
C42J2 CAPITAL MANAGEMENT, INC.
CRD 152964
MI$195.7M3Charles Schwab→
C42PINNACLE WEALTH MANAGEMENT GROUP, INC.
CRD 281935
MI$243.7M4Charles Schwab→