SourcingSourcing
Filters3▾
70 firms
ActiveState: MN×AUM: $100M-$500M×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A78TOTAL WEALTH ADVISORS, LLC
CRD 164633
MN$107.2M2Charles Schwab→
A75BANNERSTONE CAPITAL MANAGEMENT, LLC
CRD 147447
MN$155.3M3Charles Schwab→
A73TEALWOOD ASSET MANAGEMENT INC
CRD 105245
MN$365.4M5Charles Schwab→
A71LEGACY FINANCIAL ADVISORS CORPORATION
CRD 115384
MN$317.7M2Charles Schwab→
A71ENCORE WEALTH ADVISORS, LLC
CRD 336566
MN$121.7M1Charles Schwab→
B64SOMERSET GROUP LLC
CRD 160282
MN$145.6M3Charles Schwab→
B63S CAPITAL WEALTH ADVISORS, LLC
CRD 172591
MN$127.5M3Charles Schwab→
B61NORTH AMERICAN WEALTH ADVISORS INC.
CRD 297057
MN$237.3M1Charles Schwab→
B61GEN FINANCIAL MANAGEMENT INC.
CRD 110179
MN$331.8M4Charles Schwab→
B59LIFEPLAN FINANCIAL, LLC
CRD 136981
MN$141.0M2Charles Schwab→
B59MWM WEALTH ADVISORY, LLC
CRD 287705
MN$129.9M1Charles Schwab→
B57KEYSTONE WEALTH ADVISORS, INCORPORATED
CRD 153418
MN$191.4M3Charles Schwab→
B57TRADEMARK FINANCIAL MANAGEMENT, LLC
CRD 116543
MN$293.4M2Charles Schwab→
B54WOLD FINANCIAL GROUP LLC
CRD 316409
MN$182.5M3Charles Schwab→
B52MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
CRD 297716
MN$198.9M1Charles Schwab→
B52PALADIN WEALTH, LLC
CRD 288387
MN$196.2M7Charles Schwab→
B50PEAK FINANCIAL CONSULTING, INC.
CRD 291860
MN$132.3M2Charles Schwab→
C49WHITE PINE CAPITAL LLC
CRD 108417
MN$430.6M4Charles Schwab→
C49GTS FINANCIAL, LLC
CRD 310222
MN$169.9M3Charles Schwab→
C48PHILLIP JAMES CONSULTING CO.
CRD 168228
MN$222.1M2Charles Schwab→
C48KURE ADVISORY, LLC
CRD 311320
MN$259.0M6Charles Schwab→
C48VESTMENT FINANCIAL LLC
CRD 168771
MN$304.3M13Charles Schwab→
C47STAR CAPITAL INC.
CRD 171057
MN$143.6M6Charles Schwab→
C47WEBB ADVISORS INCORPORATED
CRD 106617
MN$397.2M3Charles Schwab→
C47ASSURED RETIREMENT FINANCIAL GROUP, INC.
CRD 179516
MN$241.0M4Charles Schwab→
C46SECURED RETIREMENT ADVISORS, LLC
CRD 144239
MN$255.1M4Charles Schwab→
C46ULLAND INVESTMENT ADVISORS, LLC
CRD 109610
MN$442.9M3Charles Schwab→
C46KNOX AVENUE FINANCIAL CORP.
CRD 289094
MN$144.7M1Charles Schwab→
C45INTELLIGENT FINANCIAL STRATEGIES, LLC
CRD 108048
MN$242.0M1Charles Schwab→
C44LARAWAY FINANCIAL ADVISORS, INC.
CRD 114674
MN$351.5M7Charles Schwab→
C44QUANTITATIVE ASSET MANAGEMENT, LLC
CRD 143279
MN$187.4M2Charles Schwab→
C41PARADIGM, STRATEGIES IN WEALTH MANAGEMENT, LLC
CRD 110372
MN$313.7M3Charles Schwab→
C41THOMAS LEO ADVISORY, LLC
CRD 159271
MN$192.7M2Charles Schwab→
C41VAN CLEMENS WEALTH MANAGEMENT, LLC
CRD 297362
MN$470.4M32Charles Schwab→
C40ACCESS FINANCIAL SERVICES, INC.
CRD 115361
MN$437.8M4Charles Schwab→
C40GS INVESTMENTS, INC.
CRD 107782
MN$276.6M2Charles Schwab→
C40ECHO WEALTH MANAGEMENT, LLC
CRD 174136
MN$288.2M4Charles Schwab→
C40DORVAL CORPORATION
CRD 309512
MN$373.9M4Charles Schwab→
C39WACKER & ASSOCIATES, INC.
CRD 159879
MN$180.2M3Charles Schwab→
C39USADVISORS WEALTH MANAGEMENT, LLC
CRD 158108
MN$483.3M13Charles Schwab→
C38C. C. DUNNAVAN & CO., INC.
CRD 109058
MN$392.7M4Charles Schwab→
C36ALL TERRAIN FINANCIAL ADVISORS, LLC
CRD 286683
MN$379.2M4Charles Schwab→
C36KOWALSKI FINANCIAL INC.
CRD 300424
MN$202.0M2Charles Schwab→
C36TRAILHEAD PLANNERS, LLC
CRD 284610
MN$188.4M2Charles Schwab→
C36WINTER & ASSOCIATES, INC.
CRD 310349
MN$179.7M4Charles Schwab→
C35EPIQ PARTNERS, LLC
CRD 165139
MN$290.9M6Charles Schwab→
C35FINANCIAL PLANNING NAVIGATORS CORP
CRD 332831
MN$355.1M5Charles Schwab→
C34STRATEGIC ASSET MANAGEMENT LLC.
CRD 306384
MN$218.3M11Charles Schwab→
C33BRIGHT ANGEL ADVISORS LLC
CRD 311704
MN$224.1M2Charles Schwab→
C33FLOURISH WEALTH MANAGEMENT INC.
CRD 170591
MN$455.2M4Charles Schwab→