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26 firms
ActiveState: OK×AUM: $100M-$500M×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A80COMPREHENSIVE FINANCIAL PLANNING INC
CRD 109822
OK$176.0M1Charles Schwab→
B62ADAPTATION FINANCIAL ADVISORS INC.
CRD 309192
OK$233.6M4Charles Schwab→
B58SERVO WEALTH MANAGEMENT LLC
CRD 159367
OK$173.8M1Charles Schwab→
B58PERISSOS PRIVATE WEALTH MANAGEMENT, LLC
CRD 217514
OK$167.1M2Charles Schwab→
B55SUSTAINABLE ADVISORS ALLIANCE LLC
CRD 312061
OK$234.8M8Charles Schwab→
B55MELIORA CAPITAL, LLC
CRD 172367
OK$174.8M1Charles Schwab→
B53TRITON FINANCIAL GROUP, INC
CRD 309294
OK$258.7M2Charles Schwab→
B5110ELMS LLP
CRD 323398
OK$120.6M4Charles Schwab→
B51J M BROWN & ASSOCIATES, INC.
CRD 118427
OK$202.1M10Charles Schwab→
B51G. DEWAYNE MCANALLY, LLC
CRD 118511
OK$170.1M3Charles Schwab→
C49XXEC INC
CRD 108886
OK$150.4M1Charles Schwab→
C48LONGBOW ASSET MANAGEMENT
CRD 126193
OK$134.4M2Charles Schwab→
C47REDSTONE WEALTH MANAGEMENT, LLC
CRD 311525
OK$187.7M4Charles Schwab→
C47JM2 CAPITAL INC.
CRD 292351
OK$238.4M3Charles Schwab→
C42SUTTERFIELD FINANCIAL GROUP, INC.
CRD 115652
OK$274.4M7Charles Schwab→
C42R.J. CLOUD ADVISORS & COMPANY
CRD 289371
OK$171.3M3Charles Schwab→
C41LIG CAPITAL MANAGEMENT, LLC
CRD 130489
OK$250.4M4Charles Schwab→
C41MCGUIRE CAPITAL ADVISORS, INC.
CRD 164549
OK$200.8M4Charles Schwab→
C39ASSET MANAGEMENT ADVISORS, LLC
CRD 111309
OK$221.3M2Charles Schwab→
C39SAGEOAK FINANCIAL, LLC
CRD 166927
OK$174.8M4Charles Schwab→
C35JBR CO. FINANCIAL MANAGEMENT INC.
CRD 117600
OK$318.3M11Charles Schwab→
C35BURK HOLDINGS LLC
CRD 305300
OK$379.9M7Charles Schwab→
C34SUMMIT WEALTH GROUP, LLC
CRD 166118
OK$182.5M2Charles Schwab→
C29OATH PLANNING, LLC
CRD 299187
OK$284.7M6Charles Schwab→
C22WINDLE WEALTH, LLC
CRD 285653
OK$251.0M2Charles Schwab→
C14GADDIS PREMIER WEALTH ADVISORS LLC
CRD 317837
OK$368.5M8Charles Schwab→