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54 firms
ActiveState: TN×AUM: $100M-$500M×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90CARMICHAEL CAPITAL, INC.
CRD 118468
TN$126.6M1Charles Schwab→
A77BARNETT & CO INC
CRD 105867
TN$142.0M3Charles Schwab→
A75ERISA ADVISERS, INC.
CRD 170487
TN$187.1M1Charles Schwab→
A65SAGE INVESTMENT COUNSEL LLC
CRD 116907
TN$164.6M4Charles Schwab→
A65SMITH & CO ADVISORY LLC
CRD 333042
TN$118.5M1Charles Schwab→
B64ADDITIVE ADVISORY PBC
CRD 283979
TN$140.9M1Charles Schwab→
B61BRANDON FINANCIAL PLANNING, INC.
CRD 110267
TN$434.9M2Charles Schwab→
B60GHE, LLC
CRD 125245
TN$252.6M3Charles Schwab→
B60ALDEBARAN FINANCIAL INC
CRD 105741
TN$222.8M3Charles Schwab→
B57CAMPBELL ASSET MANAGEMENT, LLC
CRD 125052
TN$146.0M3Charles Schwab→
B57BROOKS, MOORE & ASSOCIATES, INC.
CRD 105716
TN$348.9M3Charles Schwab→
B55COSEY FINANCIAL SERVICES, INC.
CRD 140175
TN$123.7M3Charles Schwab→
B53JEFFERSON BRIDGE CAPITAL, LLC
CRD 325636
TN$146.2M3Charles Schwab→
B53THE NALLS SHERBAKOFF GROUP, LLC
CRD 168239
TN$337.1M3Charles Schwab→
B53BLONG FINANCIAL, LLC
CRD 164746
TN$202.0M2Charles Schwab→
B53W ADVISORS LLC
CRD 168452
TN$244.9M2Charles Schwab→
B53COORDINATED WEALTH MANAGEMENT, L.L.C.
CRD 141348
TN$113.9M1Charles Schwab→
B51LECONTE WEALTH MANAGEMENT, LLC
CRD 168539
TN$346.8M7Charles Schwab→
C49HMS CAPITAL MANAGEMENT, LLC
CRD 149764
TN$281.9M6Charles Schwab→
C48FRAZEE INVESTMENT CONSULTING, INC.
CRD 123662
TN$195.5M5Charles Schwab→
C45SHAYNE & JACOBS, LLC
CRD 109423
TN$429.5M2Charles Schwab→
C45TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC.
CRD 113586
TN$277.3M1Charles Schwab→
C44MCBREARTY CAPITAL MANAGEMENT INC
CRD 108972
TN$279.7M2Charles Schwab→
C44EFINANCIAL ALLIANCE, LLC
CRD 161352
TN$291.9M4Charles Schwab→
C44J. MARK NICKELL & CO.
CRD 111635
TN$146.4M3Charles Schwab→
C43MOON CAPITAL MANAGEMENT LLC
CRD 107612
TN$395.2M—Charles Schwab→
C43CRAVENS & COMPANY ADVISORS, LLC
CRD 130071
TN$311.1M3Charles Schwab→
C43MARSH WEALTH MANAGEMENT, LLC
CRD 282111
TN$182.3M3Charles Schwab→
C42VISIONARY HORIZONS, LLC
CRD 150483
TN$396.7M15Charles Schwab→
C41COUNCILMARK ASSET MANAGEMENT, LLC
CRD 111748
TN$270.8M—Charles Schwab→
C41VALOR FINANCIAL SERVICES, LLC
CRD 309377
TN$273.3M2Charles Schwab→
C40RBG WEALTH ADVISORS LLC
CRD 319486
TN$154.8M4Charles Schwab→
C39GUARDIAN WEALTH MANAGEMENT, LLC
CRD 118668
TN$411.1M5Charles Schwab→
C39INNOVATIVE ADVISORY PARTNERS, LLC
CRD 156135
TN$352.1M5Charles Schwab→
C38CYPRESS CAPITAL, LLC
CRD 171266
TN$426.0M9Charles Schwab→
C38APEX STRATEGIC WEALTH, LLC
CRD 308569
TN$292.1M7Charles Schwab→
C38PROVIDENCE WEALTH MANAGEMENT LLC
CRD 144902
TN$151.8M3Charles Schwab→
C38GOOD STEWARD WEALTH ADVISERS LLC
CRD 333092
TN$180.7M4Charles Schwab→
C36RAYBURN WEST FINANCIAL SERVICES LLC
CRD 145264
TN$242.6M2Charles Schwab→
C35MARMO FINANCIAL GROUP, LLC
CRD 143816
TN$295.2M—Charles Schwab→
C33WILLIAM HOWARD & CO. FINANCIAL ADVISORS, INC.
CRD 105959
TN$342.1M4Charles Schwab→
C33NBZ INVESTMENT ADVISORS, LLC
CRD 123902
TN$431.2M3Charles Schwab→
C33COMMERCE ADVISORS, LLC
CRD 151439
TN$337.9M4Charles Schwab→
C32LUKEN INVESTMENT ANALYTICS, LLC
CRD 169008
TN$292.2M4Charles Schwab→
C32ENVISION FINANCIAL PLANNING, LLC
CRD 321790
TN$462.5M6Charles Schwab→
C30CORNERSTONE WEALTH, LLC
CRD 313269
TN$284.7M3Charles Schwab→
C29RIDGEPATH CAPITAL MANAGEMENT LLC
CRD 283343
TN$358.9M2Charles Schwab→
C29AJ ADVISORS, LLC
CRD 321606
TN$393.9M3Charles Schwab→
C28INSIGHT STRATEGIC WEALTH LLC
CRD 147290
TN$401.0M7Charles Schwab→
C23GENESIS INVESTMENT ADVISORS, LLC
CRD 310878
TN$112.5M4Charles Schwab→