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119 firms
ActiveState: PA×AUM: $100M-$500M×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A81EHB FINANCIAL RESOURCES MANAGEMENT, INC.
CRD 116186
PA$164.0M1Charles Schwab→
A80CHARTERED ADVISORY GROUP, INC.
CRD 116517
PA$127.7M4Charles Schwab→
A75WATKINSON CAPITAL ADVISORS LLC
CRD 151862
PA$124.2M3Charles Schwab→
A72DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD 108232
PA$123.2M3Charles Schwab→
A69GIBRALTAR WEALTH MANAGEMENT, LLC
CRD 124128
PA$212.7M5Charles Schwab→
A66KOHLHEPP INVESTMENT ADVISORS, LTD.
CRD 113989
PA$204.6M3Charles Schwab→
A66WEALTHKARE.COM, INC.
CRD 115111
PA$125.7M8Charles Schwab→
A65ROBBINS FINANCIAL ADVISORY SERVICE INC
CRD 106088
PA$241.7M3Charles Schwab→
B65CHRISTINE MESSMER, P.C.
CRD 121202
PA$240.6M1Charles Schwab→
B62VALLEY BROOK CAPITAL GROUP, INC.
CRD 122460
PA$223.3M6Charles Schwab→
B61SECTOR ANALYSTS LLC
CRD 169789
PA$238.2M2Charles Schwab→
B61GODSHALK WELSH CAPITAL MANAGEMENT, INC.
CRD 106410
PA$290.5M1Charles Schwab→
B61WYZE WEALTH ADVISORS, LLC
CRD 329413
PA$264.5M3Charles Schwab→
B59COOMBS WEALTH ADVISORY, LLC
CRD 281132
PA$139.6M2Charles Schwab→
B58COMPREHENSIVE FINANCIAL PLANNING, INC.
CRD 110937
PA$419.3M6Charles Schwab→
B58MARATHON STRATEGIC ADVISORS, LLC
CRD 117108
PA$182.7M1Charles Schwab→
B57ATTINGER, LLC
CRD 311772
PA$394.5M—Charles Schwab→
B57MB, LEVIS & ASSOCIATES,LLC
CRD 164197
PA$411.6M2Charles Schwab→
B56ENGLEBERT FINANCIAL ADVISERS, LLC
CRD 300568
PA$156.6M3Charles Schwab→
B55INTEGRATED CAPITAL MANAGEMENT, INC.
CRD 149489
PA$232.4M5Charles Schwab→
B55MORALIS TECHNOLOGIES, LLC
CRD 316221
PA$103.0M8Charles Schwab→
B54UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC
CRD 166742
PA$258.7M4Charles Schwab→
B54WALSKY INVESTMENT MANAGEMENT INC
CRD 106991
PA$130.2M2Charles Schwab→
B54STEVEN G. BLUM AND ASSOCIATES, LLC
CRD 130807
PA$180.2M2Charles Schwab→
B54YOFFE INVESTMENT MANAGEMENT, LLC
CRD 173454
PA$174.9M1Charles Schwab→
B54VERICREST PRIVATE WEALTH, LLC
CRD 311111
PA$137.8M2Charles Schwab→
B53YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
CRD 142913
PA$172.7M2Charles Schwab→
B52ALVIN CLAY FINANCIAL ADVISORS, LLC
CRD 226655
PA$186.6M3Charles Schwab→
B52ADVICE & PLANNING SERVICES LLC
CRD 283626
PA$187.1M2Charles Schwab→
B52BLUESTONE CAPITAL MANAGEMENT, LLC
CRD 157841
PA$390.1M1Charles Schwab→
B51LEGACY ADVISORY SERVICES, LLC
CRD 147173
PA$156.9M3Charles Schwab→
B51ADDIS & HILL, INCORPORATED
CRD 117495
PA$254.0M7Charles Schwab→
B51GUARDIAN ASSET ADVISORS, LLC
CRD 144958
PA$278.3M8Charles Schwab→
B51GRANDVIEW ASSET MANAGEMENT LLC
CRD 172357
PA$411.7M4Charles Schwab→
B50TROUTMAN WEALTH MANAGEMENT, LLC
CRD 301107
PA$152.5M1Charles Schwab→
B50KEYVANTAGE WEALTH, LLC
CRD 331996
PA$339.4M4Charles Schwab→
C50AVANTRA FAMILY WEALTH, INC.
CRD 288209
PA$221.6M3Charles Schwab→
C50BRAUN-BOSTICH & ASSOCIATES INC.
CRD 288336
PA$249.6M4Charles Schwab→
C49CHESTNUT STREET INVESTMENT COUNSEL, LLC
CRD 309741
PA$119.5M3Charles Schwab→
C49ATTLEBORO WEALTH MANAGEMENT LLC
CRD 318056
PA$129.3M5Charles Schwab→
C49PROMETHEUS CAPITAL MANAGEMENT CORP.
CRD 121982
PA$397.8M4Charles Schwab→
C48LIGHTHOUSE WEALTH MANAGEMENT, LLC
CRD 307529
PA$246.8M2Charles Schwab→
C48ETHOS CAPITAL MANAGEMENT, INC.
CRD 313145
PA$155.4M4Charles Schwab→
C48WAGNER WEALTH MANAGEMENT, CORP.
CRD 324196
PA$148.7M3Charles Schwab→
C48VERDIS INVESTMENT MANAGEMENT, LLC
CRD 134445
PA$497.0M—Charles Schwab→
C47FLAGSHIP CAPITAL MANAGEMENT INC
CRD 108354
PA$199.9M3Charles Schwab→
C47DICCIANNI FINANCIAL GROUP, INC.
CRD 149332
PA$128.8M2Charles Schwab→
C47OMICRON ADVISORS, LLC
CRD 165250
PA$151.2M2Charles Schwab→
C47ATLAS WEALTH PARTNERS LLC
CRD 175219
PA$233.8M2Charles Schwab→
C47ASCO FINANCIAL GROUP, INC.
CRD 124395
PA$173.2M2Charles Schwab→