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34 firms
ActiveState: SC×AUM: $100M-$500M×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab→
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab→
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab→
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab→
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab→
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab→
B52STOKES CAPITAL ADVISORS, LLC
CRD 281278
SC$499.4M1Charles Schwab→
B52WALLICK INVESTMENTS, LLC
CRD 162976
SC$126.5M3Charles Schwab→
B52KINWELL LLC
CRD 290449
SC$214.7M2Charles Schwab→
C49OCEANSIDE ADVISORS LLC
CRD 170307
SC$191.3M4Charles Schwab→
C49METIS WEALTH MANAGEMENT & PLANNING LLC
CRD 305086
SC$114.9M2Charles Schwab→
C49HILTON HEAD FINANCIAL ADVISORS, INC.
CRD 140249
SC$375.1M1Charles Schwab→
C48CHARLESTON FINANCIAL ADVISORS, LLC
CRD 137536
SC$262.4M2Charles Schwab→
C48BEERS KIGHT FINANCIAL ADVISORS, LLC
CRD 160286
SC$179.4M1Charles Schwab→
C47MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD 135759
SC$225.7M3Charles Schwab→
C45VICTORIA CAPITAL MANAGEMENT, INC.
CRD 107665
SC$305.5M3Charles Schwab→
C42OAK ADVISORS, LLC
CRD 137192
SC$284.7M6Charles Schwab→
C41KEEN CAPITAL, LTD
CRD 145023
SC$179.7M4Charles Schwab→
C41CAPASSO PLANNING PARTNERS LLC
CRD 294673
SC$274.2M2Charles Schwab→
C40JACKSON FINANCIAL SERVICES, LLC
CRD 132252
SC$498.1M2Charles Schwab→
C39FUSION CAPITAL, LLC
CRD 154726
SC$492.3M4Charles Schwab→
C38FAMILY LEGACY, INC.
CRD 110945
SC$377.3M6Charles Schwab→
C38WILDES FINANCIAL STRATEGIES, INC
CRD 289496
SC$138.3M3Charles Schwab→
C36HARDIN CAPITAL PARTNERS, LLC
CRD 153023
SC$447.8M1Charles Schwab→
C36RESOLUTE CAPITAL, LLC
CRD 304558
SC$300.8M9Charles Schwab→
C35MATCH GRADE ADVISORS, LLC
CRD 299181
SC$479.4M6Charles Schwab→
C33APRICUS WEALTH LLC
CRD 306239
SC$335.7M4Charles Schwab→
C32BALLAST ROCK PRIVATE WEALTH LLC
CRD 322064
SC$405.7M8Charles Schwab→
C29GUNDERSON CAPITAL MANAGEMENT, LLC
CRD 140795
SC$395.8M2Charles Schwab→
C29BCA PRIVATE WEALTH, INC.
CRD 140913
SC$317.3M5Charles Schwab→
C29WEBSTERROGERS FINANCIAL ADVISORS, LLC
CRD 121006
SC$460.5M7Charles Schwab→
C21CAROLINA WEALTH ADVISORS, LLC
CRD 288837
SC$313.4M4Charles Schwab→