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141 firms
ActiveState: WA×State: CT×AUM: $100M-$500M×Custodian: Raymond James×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A84LORETTA NOLAN ASSOCIATES, LLC
CRD 126468
CT$135.8M1Charles Schwab→
A78NEWGROUND SOCIAL INVESTMENT, SPC
CRD 117060
WA$161.1M1Charles Schwab→
A76PRIVATE ASSET MANAGEMENT INC
CRD 108815
WA$109.5M2Charles Schwab→
A75ASPETUCK FINANCIAL MANAGEMENT LLC
CRD 134500
CT$178.3M1Charles Schwab→
A75ALEXANDER CAPITAL ADVISORS, LLC
CRD 140508
CT$104.2M1Charles Schwab→
A67DIASTOLE WEALTH MANAGEMENT, INC.
CRD 111604
CT$396.0M9Charles Schwab→
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James→
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→
B62VISION INVESTMENT ADVISORS, LLC
CRD 109621
CT$137.4M9Charles Schwab→
B61BURNE FINANCIAL CONCEPTS, LLC
CRD 293013
CT$113.7M1Charles Schwab→
B61PATHMONT, LLC
CRD 299217
WA$169.7M1Charles Schwab→
B60CHARTER RESEARCH & INVESTMENT GROUP INC
CRD 106452
CT$275.1M4Charles 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→
B58EAST GUILFORD FINANCIAL SERVICES LLC
CRD 127481
CT$193.1M4Charles Schwab→
B58INTEGRITY WEALTH MANAGEMENT, INC.
CRD 150103
WA$163.2M2Charles Schwab→
B57COLCHESTER INVESTMENT COUNSEL LLC
CRD 126805
CT$128.9M2Charles Schwab→
B57FULCRUM WEALTH ADVISORS, LLC
CRD 169277
WA$208.0M3Charles Schwab→
B57KENNEDY WEALTH & TAX MANAGEMENT, LLC
CRD 172394
CT$215.5M1Charles 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→
B54SAPPHIRE STAR CAPITAL LLC
CRD 226665
WA$142.2M1Charles Schwab→
B54BYSKO JOHN ALLAN
CRD 110612
CT$204.3M—Charles Schwab→
B54MULLANEY KEATING & WRIGHT INC
CRD 110743
CT$337.0M3Charles 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→
B53DUNBAR ASSOCIATES, LLC
CRD 323134
CT$307.5M2Charles Schwab→
B53JOHNSON & SHUTE INVESTMENT ADVISORS, INC.
CRD 116667
WA$137.3M10Charles Schwab→
B53SPRINGBOARD ASSET MANAGEMENT LLC
CRD 154862
CT$136.8M2Charles Schwab→
B53BYRNE & COMPANY WEALTH MANAGEMENT, LLC
CRD 160581
WA$142.9M1Charles Schwab→
B53JK PRIVATE WEALTH, LLC
CRD 305987
CT$156.4M1Charles Schwab→
B53DLK INVESTMENT ADVISORS, LLC
CRD 328897
WA$140.7M2Charles Schwab→
B52INVESTORS PORTFOLIO SERVICES LLC
CRD 117299
WA$238.8M3Charles Schwab→
B51ALLIANT SECURITIES, INC.
CRD 7726
WA$300.0M9Charles Schwab→
B50CFO CAPITAL MANAGEMENT, LLC
CRD 110950
CT$243.9M—Charles Schwab→
C49SULLIVAN FINANCIAL, LLC
CRD 121371
CT$119.1M2Charles Schwab→
C49BRIDGELIGHT FINANCIAL ADVISORS, INC
CRD 139518
CT$150.8M3Charles Schwab→
C49PALOUSE CAPITAL MANAGEMENT, INC.
CRD 104573
WA$408.5M4Charles 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→