SourcingSourcing
Filters3▾
105 firms
ActiveState: OH×AUM: $100M-$500M×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A85STAN EVANS FINANCIAL PLANNING, LLC
CRD 164320
OH$122.0M—Charles Schwab→
A78ALAN B. LANCZ & ASSOCIATES, INC.
CRD 105363
OH$175.4M1Charles Schwab→
A75LIVELSBERGER, LYNN LOUIS
CRD 117665
OH$176.4M1Charles Schwab→
A75THE WEALTH ADVANTAGE GROUP, INC.
CRD 122231
OH$146.4M2Charles Schwab→
A73SUMMIT FINANCIAL ADVISORS, INC.
CRD 145007
OH$199.4M5Charles Schwab→
A72APPALACHIAN CAPITAL MANAGEMENT LTD
CRD 120038
OH$175.3M2Charles Schwab→
A72JCT INVESTMENT COUNSEL, INC.
CRD 112571
OH$129.1M1Charles Schwab→
A72M3 WEALTH MANAGEMENT, LLC
CRD 335612
OH$160.2M2Charles Schwab→
A70NYE WEALTH MANAGEMENT LLC
CRD 170415
OH$107.7M—Charles Schwab→
A70LESJAK PLANNING, LLC
CRD 110090
OH$396.0M5Charles Schwab→
A69CHAPMAN & CHAPMAN ADVISORS LLC
CRD 122655
OH$145.6M2Charles Schwab→
A65SCHMITT WEALTH ADVISERS, CORP.
CRD 174958
OH$135.0M2Charles Schwab→
A65POLARIS FINANCIAL PARTNERS, LLC
CRD 299258
OH$226.0M2Charles Schwab→
B64VAWTER FINANCIAL LTD
CRD 108830
OH$394.4M4Charles Schwab→
B62RICHWOOD INVESTMENT ADVISORS, LLC
CRD 153550
OH$155.1M1Charles Schwab→
B61STRATEGIC PLANNING, INC.
CRD 139648
OH$376.6M1Charles Schwab→
B59FINANCIAL COUNSELING, INC.
CRD 119969
OH$100.1M3Charles Schwab→
B59MONETARY SOLUTIONS, LTD.
CRD 121217
OH$139.7M3Charles Schwab→
B59SUMMIT WEALTH MANAGEMENT LLC
CRD 226722
OH$120.1M2Charles Schwab→
B58SKA FINANCIAL SERVICES,INC.
CRD 107348
OH$159.1M1Charles Schwab→
B58INFINITY WEALTH COUNSEL, LLC
CRD 171959
OH$151.9M2Charles Schwab→
B58SIGNATURE EQUITY PARTNERS, LLC
CRD 327455
OH$330.6M31Charles Schwab→
B57FIRST MASON FINANCIAL, LLC
CRD 145025
OH$185.7M1Charles Schwab→
B57FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC
CRD 291484
OH$193.4M2Charles Schwab→
B55VANWEELDEN WEALTH MANAGEMENT, LLC
CRD 290308
OH$136.5M3Charles Schwab→
B55T.T.G. FINANCIAL, INC.
CRD 129004
OH$194.0M8Charles Schwab→
B55WARTHER PRIVATE WEALTH, LLC
CRD 125145
OH$371.3M2Charles Schwab→
B54NVEST WEALTH STRATEGIES, INC.
CRD 139758
OH$236.7M3Charles Schwab→
B53THE PRIVATE INVESTMENT GROUP, INC.
CRD 128876
OH$179.3M2Charles Schwab→
B53GRAVER CAPITAL MANAGEMENT, LLC
CRD 312515
OH$153.5M2Charles Schwab→
B53HDA WEALTH MANAGEMENT, LLC
CRD 317346
OH$159.1M2Charles Schwab→
B52CREW CAPITAL MANAGEMENT, LTD.
CRD 125402
OH$235.4M7Charles Schwab→
B52WORTHINGTON FINANCIAL PARTNERS LLC
CRD 312951
OH$153.7M3Charles Schwab→
B51GATEPASS CAPITAL, LLC
CRD 329404
OH$299.1M3Charles Schwab→
B50KIPLINGER INVESTMENT ADVISORS, LLC.
CRD 116726
OH$261.7M8Charles Schwab→
C49SHUTTLEWORTH & COMPANY
CRD 121382
OH$173.0M2Charles Schwab→
C49SAFE HARBOR WEALTH ADVISORS, LLC
CRD 284613
OH$167.2M2Charles Schwab→
C49INDEPENDENCE WEALTH ADVISORS, LLC
CRD 306236
OH$210.3M4Charles Schwab→
C49AXIM WEALTH MANAGEMENT LLC
CRD 319618
OH$127.2M5Charles Schwab→
C49RESOLUTE WEALTH ADVISOR, INC.
CRD 290349
OH$293.8M3Charles Schwab→
C49VIRTERA PARTNERS LLC
CRD 308187
OH$451.8M3Charles Schwab→
C482 KNIGHTS WEALTH MANAGEMENT, LLC
CRD 307238
OH$127.3M2Charles Schwab→
C47HARDING FINANCIAL GROUP, LLC
CRD 135731
OH$160.2M3Charles Schwab→
C47MEYER GATES FINANCIAL ADVISORS, INC
CRD 125046
OH$168.7M3Charles Schwab→
C47CAMBRIDGE FINANCIAL GROUP, INC.
CRD 112254
OH$331.3M4Charles Schwab→
C47HORTER INVESTMENT MANAGEMENT, LLC
CRD 119880
OH$314.5M29Charles Schwab→
C47PERSONAL CHOICE FINANCIAL ADVISORS, LLC
CRD 110384
OH$211.3M5Charles Schwab→
C46THE RETIREMENT GUYS FORMULA LLC
CRD 168561
OH$276.9M7Charles Schwab→
C46KELLETT WEALTH ADVISORS, LLC
CRD 287571
OH$344.0M3Charles Schwab→
C46MCCARLEY & COOK LLC
CRD 310087
OH$169.1M2Charles Schwab→