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124 firms
ActiveState: WA×State: AL×AUM: $100M-$500M×Custodian: Raymond James×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A78NEWGROUND SOCIAL INVESTMENT, SPC
CRD 117060
WA$161.1M1Charles Schwab→
A76PRIVATE ASSET MANAGEMENT INC
CRD 108815
WA$109.5M2Charles Schwab→
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab→
A66THE PLANNER'S EDGE LLC
CRD 114616
WA$178.7M3Charles Schwab→
A66RARE WOLF CAPITAL LLC
CRD 334465
WA$179.6M1Charles Schwab→
A65RUNDE & CO. LLC
CRD 106383
WA$209.5M2Charles Schwab→
A65HALLETT INVESTMENTS, LLC
CRD 306187
WA$157.9M5Charles Schwab→
B61PATHMONT, LLC
CRD 299217
WA$169.7M1Charles Schwab→
B59SOUTHERN CAPITAL SERVICES, INC.
CRD 105582
AL$192.5M6Charles Schwab→
B59PETRIE CAPITAL MANAGEMENT LLC.
CRD 136480
WA$105.2M1Charles Schwab→
B59HARBORVIEW ASSET MANAGEMENT LLC
CRD 332767
WA$124.7M2Charles Schwab→
B58MARTIN NELSON & CO., INC.
CRD 2903
WA$287.3M9Charles Schwab→
B58WHITE & COMPANY FINANCIAL PLANNING, INC.
CRD 115326
WA$149.8M4Charles Schwab→
B58STAPP WEALTH MANAGEMENT, PLLC
CRD 116553
WA$145.1M3Charles Schwab→
B58INTEGRITY WEALTH MANAGEMENT, INC.
CRD 150103
WA$163.2M2Charles Schwab→
B57FULCRUM WEALTH ADVISORS, LLC
CRD 169277
WA$208.0M3Charles Schwab→
B57DMC GROUP, LLC
CRD 174077
AL$176.7M3Charles Schwab→
B56S. R. SCHILL & ASSOCIATES, INC.
CRD 105864
WA$143.1M3Charles Schwab→
B56SMART PORTFOLIOS, LLC
CRD 131342
WA$210.3M4Charles Schwab→
B56COLUMBIA RIVER ADVISORS, LLC
CRD 154571
WA$191.1M4Charles Schwab→
B56COLARION LLC
CRD 284588
AL$188.3M3Charles Schwab→
B55AULL & MONROE INVESTMENT MANAGEMENT CORP
CRD 104830
AL$323.2M4Charles Schwab→
B54SAPPHIRE STAR CAPITAL LLC
CRD 226665
WA$142.2M1Charles Schwab→
B54SEATTLE WEALTH MANAGEMENT LLC
CRD 285877
WA$131.3M2Charles Schwab→
B54MOULTON WEALTH MANAGEMENT, INC
CRD 304598
WA$159.7M3Charles Schwab→
B54AVANTIA INVESTMENT SERVICES, LLC
CRD 307869
WA$119.1M3Charles Schwab→
B54GREYSTONE FINANCIAL & ESTATE SERVICES, INC.
CRD 318092
WA$117.1M2Charles Schwab→
B53HFG ADVISORS, INC.
CRD 316446
WA$113.4M5Charles Schwab→
B53JOHNSON & SHUTE INVESTMENT ADVISORS, INC.
CRD 116667
WA$137.3M10Charles Schwab→
B53BYRNE & COMPANY WEALTH MANAGEMENT, LLC
CRD 160581
WA$142.9M1Charles Schwab→
B53DLK INVESTMENT ADVISORS, LLC
CRD 328897
WA$140.7M2Charles Schwab→
B52INVESTORS PORTFOLIO SERVICES LLC
CRD 117299
WA$238.8M3Charles Schwab→
B52PEOPLE MAKE THE DIFFERENCE, INC.
CRD 159443
AL$111.6M2Charles Schwab→
B51ALLIANT SECURITIES, INC.
CRD 7726
WA$300.0M9Charles Schwab→
C49PALOUSE CAPITAL MANAGEMENT, INC.
CRD 104573
WA$408.5M4Charles Schwab→
C49HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
CRD 106454
AL$424.4M2Charles Schwab→
C49BROOKLINE INVESTMENTS, INC.
CRD 109239
AL$281.5M2Charles Schwab→
C49JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT
CRD 109542
WA$442.7M2Charles Schwab→
C49TIETON CAPITAL MANAGEMENT, LLC
CRD 135769
WA$314.0M2Charles Schwab→
C48APPROACH RETIREMENT ADVISORS, LLC
CRD 166221
AL$227.5M2Charles Schwab→
C48THE FAUSER GROUP, LLC
CRD 282351
WA$314.5M—Charles Schwab→
C48FINANCIAL FREEDOM FOR DENTISTS LLC
CRD 301981
WA$165.6M3Charles Schwab→
C48ILLUMINE INVESTMENT MANAGEMENT, LLC
CRD 311661
WA$215.2M3Charles Schwab→
C48TRUST ADVISORY GROUP LTD
CRD 106926
AL$313.5M20Charles Schwab→
C48MIDDLETON & COMPANY
CRD 284996
WA$131.3M2Charles Schwab→
C47BARKER WEALTH MANAGEMENT, LLC
CRD 226768
WA$240.6M2Charles Schwab→
C47UTA LLC
CRD 315427
WA$214.6M2Charles Schwab→
C47HELIUM ADVISORS LLC
CRD 282356
WA$233.8M5Charles Schwab→
C47OPTIMIST RETIREMENT GROUP, LLC
CRD 119086
WA$245.3M3Charles Schwab→