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74 firms
ActiveState: VA×AUM: $100M-$500M×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A84BLUELIST PARTNERS, LLC
CRD 304568
VA$134.3M1Charles Schwab→
A73ALEXANDER RANDOLPH ADVISORY INC
CRD 106024
VA$403.9M2Charles Schwab→
A68KIRK CAPITAL ADVISORS LLC
CRD 312401
VA$204.9M4Charles Schwab→
A65KORVING & COMPANY LLC
CRD 152095
VA$137.5M3Charles Schwab→
A65OCTOBER EFFECT LTD.
CRD 281369
VA$138.9M4Charles Schwab→
B64COMPREHENSIVE FINANCIAL PLANNING CORPORATION
CRD 107549
VA$263.9M3Charles Schwab→
B64COURAGE MILLER PARTNERS, LLC
CRD 147360
VA$480.7M3Charles Schwab→
B61HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
CRD 116670
VA$357.2M3Charles Schwab→
B59CHARMARLINE WEALTH MANAGEMENT LLC
CRD 336719
VA$118.8M1Charles Schwab→
B58WESTBOURNE INVESTMENTS, INC.
CRD 37499
VA$276.4M5Charles Schwab→
B57WEALTHTRAK CAPITAL MANAGEMENT, L.L.C.
CRD 160057
VA$195.4M5Charles Schwab→
B55SIMA WEALTH PARTNERS, LLC
CRD 159943
VA$156.7M5Charles Schwab→
B55CLIO ASSET MANAGEMENT LLC
CRD 298041
VA$134.5M1Charles Schwab→
B54PEAKVALLEY WEALTH, LLC
CRD 165542
VA$130.3M4Charles Schwab→
B54DECISIONMAP WEALTH MANAGEMENT, LLC
CRD 328429
VA$363.4M4Charles Schwab→
B54HENDERSON FINANCIAL GROUP LLC
CRD 333013
VA$136.4M3Charles Schwab→
B54TENZING FINANCIAL LLC
CRD 335259
VA$231.1M3Charles Schwab→
B53WILLS FINANCIAL GROUP, LLC
CRD 334431
VA$385.7M4Charles Schwab→
B50OXFORD CAPITAL MANAGEMENT, INC.
CRD 118359
VA$170.0M2Charles Schwab→
C49ACTS FINANCIAL ADVISORS, LLC
CRD 325930
VA$126.5M2Charles Schwab→
C49ARIA WEALTH PARTNERS, LLC
CRD 334270
VA$112.3M2Charles Schwab→
C49RIVER CRESCENT ADVISORS, LLC
CRD 334629
VA$136.8M2Charles Schwab→
C48BOWEN FINANCIAL SERVICES, LLC
CRD 116714
VA$191.0M3Charles Schwab→
C488TH STREET INVESTMENTS, LLC
CRD 148727
VA$166.9M2Charles Schwab→
C48MASONRY CAPITAL MANAGEMENT, LLC
CRD 292664
VA$370.5M2Charles Schwab→
C48COOK FINANCIAL DESIGNS, INC.
CRD 115241
VA$172.4M1Charles Schwab→
C47WEALTHWAY FINANCIAL ADVISORS
CRD 108824
VA$245.6M2Charles Schwab→
C47JOSS BROWN WEALTH ADVISORS GROUP LLC
CRD 324719
VA$162.4M5Charles Schwab→
C47CLARION WEALTH MANAGEMENT PARTNERS, LLC
CRD 334243
VA$394.8M4Charles Schwab→
C47ALPHA FINANCIAL ADVISORS, LLC
CRD 116291
VA$218.3M5Charles Schwab→
C47SPARK FINANCIAL ADVISORS, LLC
CRD 296914
VA$147.1M3Charles Schwab→
C46GLOVER PARK WEALTH MANAGEMENT, LLC
CRD 309793
VA$144.3M1Charles Schwab→
C45CORBETT ROAD CAPITAL MANAGEMENT, LLC
CRD 305063
VA$176.3M—Charles Schwab→
C45CAPITOL FINANCIAL CONSULTANTS, INC.
CRD 109800
VA$269.2M4Charles Schwab→
C45MONTVUE CAPITAL MANAGEMENT, INC.
CRD 116807
VA$357.2M4Charles Schwab→
C45BIRKS FINANCIAL CORP.
CRD 118623
VA$290.6M3Charles Schwab→
C45FIELDS GOTTSCHO CAPITAL MANAGEMENT LLC
CRD 136069
VA$333.0M—Charles Schwab→
C45OPULEN FINANCIAL GROUP, LLC
CRD 173963
VA$171.8M2Charles Schwab→
C44DOMINGUEZ WEALTH MANAGEMENT SOLUTIONS, INC.
CRD 173083
VA$213.1M2Charles Schwab→
C42KENNONDALE CAPITAL MANAGEMENT, LLC
CRD 299863
VA$141.9M3Charles Schwab→
C41SANCHEZ & ZURES, LLC
CRD 139898
VA$241.9M2Charles Schwab→
C40LCW SERVICES, LLC
CRD 337998
VA$234.9M4Charles Schwab→
C39CAMPION ASSET MANAGEMENT, LLC
CRD 134002
VA$228.8M3Charles Schwab→
C39ARBOR PRIVATE WEALTH, LLC
CRD 315812
VA$160.1M2Charles Schwab→
C39SELECTIVE WEALTH MANAGEMENT, INC.
CRD 164882
VA$454.8M9Charles Schwab→
C38APFORIA LTD
CRD 327176
VA$101.9M11Charles Schwab→
C38SAGE FINANCIAL MANAGEMENT GROUP, INC.
CRD 143562
VA$423.2M4Charles Schwab→
C37CLARIS FINANCIAL, LLC
CRD 168503
VA$330.2M6Charles Schwab→
C37COMMONWEALTH RETIREMENT INVESTMENTS LLC
CRD 285998
VA$377.0M5Charles Schwab→
C37STEELHEAD WEALTH MANAGEMENT LLC
CRD 338410
VA$341.9M3Charles Schwab→