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221 firms
ActiveState: TX×AUM: $100M-$500M×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A76PORTFOLIO MANAGEMENT, LLC
CRD 107129
TX$151.9M2Charles Schwab→
A75MILLER GLOBAL INVESTMENTS, L.L.C.
CRD 114683
TX$199.4M2Charles Schwab→
A72PINGORA PARTNERS LLC
CRD 148262
TX$199.4M1Charles Schwab→
A71VANN EQUITY MANAGEMENT LLC
CRD 174239
TX$231.2M6Charles Schwab→
A67RPS RETIREMENT PLAN ADVISORS
CRD 319220
TX$336.3M4Charles Schwab→
A66BIRNAM WOOD CAPITAL, LLC
CRD 269897
TX$106.1M1Charles Schwab→
A65MONEY MANAGERS, INC.
CRD 104529
TX$146.6M3Charles Schwab→
B64FOUNDERS CAPITAL MANAGEMENT INC
CRD 111164
TX$281.8M3Charles Schwab→
B64CARGILE INVESTMENT MANAGEMENT, INC.
CRD 116982
TX$394.6M3Charles Schwab→
B61PUTTERMAN, DEAN ELIOT
CRD 111779
TX$324.5M—Charles Schwab→
B61CERTIFIED FINANCIAL STRATEGIES CORPORATION
CRD 114361
TX$133.3M2Charles Schwab→
B61CAPITAL ADVISORY GROUP, INC.
CRD 114539
TX$224.9M2Charles Schwab→
B61BISON INVESTMENT ADVISORS, LLC
CRD 149775
TX$157.5M3Charles Schwab→
B60M & A CONSULTING GROUP, LLC
CRD 286078
TX$155.4M2Charles Schwab→
B59D.H. HILL ADVISORS, INC.
CRD 116324
TX$226.4M18Charles Schwab→
B59PIVOT POINT ADVISORS, LLC
CRD 130562
TX$141.7M2Charles Schwab→
B59FOGARTY WEALTH MANAGEMENT, INC.
CRD 283998
TX$135.3M1Charles Schwab→
B58TKC WEALTH MANAGEMENT LLC
CRD 158498
TX$138.6M5Charles Schwab→
B58J.K. FINANCIAL, INC.
CRD 114929
TX$195.8M2Charles Schwab→
B58MERCANTILE ADVISORS I, LLC
CRD 165094
TX$146.0M2Charles Schwab→
B57FRUTH INVESTMENT MANAGEMENT
CRD 107273
TX$417.8M3Charles Schwab→
B57LEGACY CG LLC
CRD 108541
TX$378.6M4Charles Schwab→
B56FULCRUM EQUITY MANAGEMENT, LLC
CRD 159099
TX$192.8M4Charles Schwab→
B56SPRINGVEST WEALTH MANAGEMENT, LLC
CRD 329297
TX$236.6M4Charles Schwab→
B55INTEGRATED WEALTH STRATEGIES, LLC
CRD 155254
TX$151.7M2Charles Schwab→
B55BIRD ROCK ASSET MANAGEMENT, LP.
CRD 138872
TX$146.3M6Charles Schwab→
B55ARGENT WEALTH MANAGEMENT, INC.
CRD 135376
TX$172.4M2Charles Schwab→
B55TURNER CAPITAL INVESTMENTS, LLC
CRD 146134
TX$107.2M3Charles Schwab→
B55CHARIS LEGACY PARTNERS, LLC
CRD 311968
TX$132.7M1Charles Schwab→
B54PACIFIC STRATEGIC MANAGEMENT, LP
CRD 127990
TX$426.5M1Charles Schwab→
B54FINANCIAL LIFE ADVISORS LLC
CRD 128502
TX$366.3M6Charles Schwab→
B54CYPRESS ASSET MANAGEMENT INC
CRD 106593
TX$455.8M3Charles Schwab→
B54KOPION ASSET MANAGEMENT, LLC
CRD 152693
TX$142.6M2Charles Schwab→
B54APPLEWHITE FINANCIAL PLANNING, PLLC
CRD 169799
TX$153.1M2Charles Schwab→
B54FORT ADVISORS INC
CRD 299243
TX$146.3M3Charles Schwab→
B54PLANNING WORKS ADVISORY, INC.
CRD 317834
TX$199.8M4Charles Schwab→
B53RENCH WEALTH MANAGEMENT, INC.
CRD 159983
TX$495.9M4Charles Schwab→
B53J.E. SIMMONS & CO., P.C.
CRD 108789
TX$213.1M2Charles Schwab→
B53STEGENT EQUITY ADVISORS INC.
CRD 114518
TX$243.7M4Charles Schwab→
B53S & S WEALTH MANAGEMENT, L.P.
CRD 130652
TX$153.8M4Charles Schwab→
B53TRINITY INVESTMENT MANAGEMENT, LLC
CRD 133873
TX$126.2M3Charles Schwab→
B53WATERFORD CAPITAL INVESTMENT ADVISORY SERVICES LLC
CRD 144172
TX$228.5M2Charles Schwab→
B53NEW DIMENSIONS WEALTH MANAGEMENT, L.L.C.
CRD 152136
TX$181.5M2Charles Schwab→
B53STRATEGIC PORTFOLIO SOLUTIONS, LLC
CRD 156374
TX$136.2M5Charles Schwab→
B53MY FINANCIAL AURORA LIMITED LIABILITY COMPANY
CRD 260786
TX$130.0M1Charles Schwab→
B53VIAQUEST ADVISORS LLC
CRD 333842
TX$174.4M3Charles Schwab→
B52QUEEN B ADVISORS, LLC
CRD 306413
TX$117.9M—Charles Schwab→
B52ROBINSON VALUE MANAGEMENT, LTD.
CRD 110156
TX$202.3M2Charles Schwab→
B52COLLECTIVE WEALTH ADVISORS LLC
CRD 289157
TX$157.0M5Charles Schwab→
B51FULLCIRCLE WEALTH LLC
CRD 166695
TX$257.4M—Charles Schwab→