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88 firms
ActiveState: NC×AUM: $100M-$500M×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A72WELLS FINANCIAL MANAGEMENT, LLC
CRD 158030
NC$132.7M1Charles Schwab→
A68CAPITAL MANAGEMENT LLC
CRD 109416
NC$383.0M3Charles Schwab→
A68THE WEALTH GROUP, LTD
CRD 154106
NC$160.2M5Charles Schwab→
A65GOUWS CAPITAL LLC
CRD 153812
NC$209.9M2Charles Schwab→
A65PINAFORE WEALTH COUNSEL INC.
CRD 170540
NC$173.6M2Charles Schwab→
B64BLUE WATER CAPITAL MANAGEMENT, LLC
CRD 127193
NC$159.8M4Charles Schwab→
B62H. S. DREHER CAPITAL MANAGEMENT, LLC
CRD 104537
NC$148.2M2Charles Schwab→
B59REH WEALTH ADVISORS LLC
CRD 153826
NC$110.5M1Charles Schwab→
B59GRANADA WEALTH MANAGEMENT, LLC
CRD 285812
NC$171.4M1Charles Schwab→
B58SOUND FINANCIAL MANAGEMENT, INC.
CRD 122670
NC$134.1M2Charles Schwab→
B58PASSPORT WEALTH MANAGEMENT LLC
CRD 297449
NC$115.3M2Charles Schwab→
B57PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC
CRD 149889
NC$162.8M3Charles Schwab→
B56CALAMITA WEALTH MANAGEMENT INC.
CRD 153316
NC$138.2M2Charles Schwab→
B56EVERGREEN WEALTH ADVISORS
CRD 326535
NC$112.5M3Charles Schwab→
B55PENDLETON FINANCIAL, LLC
CRD 325303
NC$160.0M1Charles Schwab→
B55FOREST CAPITAL OPERATING COMPANY LLC
CRD 325514
NC$143.2M2Charles Schwab→
B54THE PINES WEALTH MANAGEMENT, LLC
CRD 326353
NC$485.9M2Charles Schwab→
B53CANNON WEALTH MANAGEMENT SERVICES, LLC
CRD 323302
NC$245.2M5Charles Schwab→
B53EASTOVER INVESTMENT ADVISORS, LLC
CRD 150821
NC$392.3M3Charles Schwab→
B53KENNETH FRENKE & CO., INC.
CRD 109352
NC$206.5M2Charles Schwab→
B53SMITH PARTNERS WEALTH MANAGEMENT, LLC
CRD 112231
NC$196.1M9Charles Schwab→
B53MCGRATH & ASSOCIATES, INC.
CRD 121197
NC$155.9M2Charles Schwab→
B52EQV ADVISORY, LLC
CRD 338271
NC$106.8M4Charles Schwab→
B52AIM ADVISORS, LLC
CRD 325125
NC$158.2M3Charles Schwab→
B51PHYSICIANS FINANCIAL SERVICES, INC.
CRD 118519
NC$482.3M3Charles Schwab→
B50SABER CAPITAL MANAGEMENT LLC
CRD 166103
NC$129.3M1Charles Schwab→
B50FPF FA L.L.C.
CRD 311329
NC$181.3M1Charles Schwab→
C49HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC
CRD 323171
NC$119.6M2Charles Schwab→
C48ARK ROYAL WEALTH MANAGEMENT LLC
CRD 175151
NC$169.3M3Charles Schwab→
C48MILESTONE INVESTMENTS, INC.
CRD 47090
NC$277.3M2Charles Schwab→
C48FIRST FINANCIAL GROUP CORPORATION
CRD 134006
NC$317.0M4Charles Schwab→
C47INTEGRATIVE PLANNING, INC.
CRD 336307
NC$101.4M3Charles Schwab→
C46FIRST OAK WEALTH MANAGEMENT, LLC
CRD 288316
NC$316.2M1Charles Schwab→
C46HAYDEN HARPER WEALTH ADVISORY, LLC
CRD 152091
NC$171.1M4Charles Schwab→
C46RIDGELINE WEALTH ADVISORS, LLC.
CRD 284843
NC$189.0M4Charles Schwab→
C45INVESTOR ADVISORY GROUP, LLC
CRD 106837
NC$172.1M4Charles Schwab→
C45GREENWAY WEALTH ADVISORS, LLC
CRD 290727
NC$184.5M3Charles Schwab→
C44FRAZIER FINANCIAL CONSULTANTS, LLC
CRD 112897
NC$196.0M3Charles Schwab→
C42COLLIE FINANCIAL PLANNING, INC.
CRD 134884
NC$162.9M2Charles Schwab→
C42TOWNSEND ASSET MANAGEMENT CORP.
CRD 108216
NC$479.6M3Charles Schwab→
C42BROYHILL ASSET MANAGEMENT, LLC
CRD 120462
NC$204.5M3Charles Schwab→
C42BROAD REACH CAPITAL LLC
CRD 144686
NC$180.5M3Charles Schwab→
C41TAGSTONE CAPITAL, INC.
CRD 158864
NC$368.9M1Charles Schwab→
C41THE TURLINGTON GROUP, INC.
CRD 317324
NC$110.5M1Charles Schwab→
C41ACT ADVISORS, LLC
CRD 173120
NC$498.9M4Charles Schwab→
C41THE BREIT GROUP, LLC
CRD 335020
NC$131.6M2Charles Schwab→
C41CAROLINA FINANCIAL ADVISORS, INC.
CRD 118823
NC$240.9M4Charles Schwab→
C41A4 WEALTH ADVISORS LLC
CRD 152397
NC$213.7M6Charles Schwab→
C40BEACON WEALTHCARE LLC
CRD 312556
NC$308.3M5Charles Schwab→
C40WEALTHPOINT FINANCIAL LLC
CRD 332312
NC$147.1M4Charles Schwab→