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180 firms
ActiveState: WA×State: MA×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→
A75INVESTMENT MANAGEMENT TRUST, LLC
CRD 129456
MA$123.5M1Charles Schwab→
A75FMA WEALTH MANAGEMENT, LLC
CRD 313049
MA$174.0M1Charles Schwab→
A69ALBERT D MASON INC
CRD 107412
MA$210.6M4Charles Schwab→
A69RADIUS WEALTH MANAGEMENT, INC.
CRD 168159
MA$158.7M2Charles Schwab→
A66PARK STATE ASSET MANAGEMENT LLC
CRD 336573
MA$192.4M4Charles Schwab→
A66NEEDHAM R B ADVISORY CORP
CRD 105378
MA$102.4M1Charles 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→
A65BOYD FINANCIAL STRATEGIES, INC.
CRD 107505
MA$139.6M3Charles Schwab→
A65SUCCESSFUL MONEY STRATEGIES INC
CRD 109829
MA$227.1M1Charles Schwab→
A65HALLETT INVESTMENTS, LLC
CRD 306187
WA$157.9M5Charles Schwab→
B64IRONWOOD INVESTMENT MANAGEMENT, LLC
CRD 108467
MA$278.2M2Charles Schwab→
B64FAIRFIELD FINANCIAL ADVISORS LTD
CRD 106408
MA$333.2M2Charles Schwab→
B63NEW ENGLAND FINANCIAL PLANNING GROUP, LLC
CRD 105254
MA$246.1M3Raymond James→
B62SAVIOR LLC
CRD 299178
MA$140.2M5Charles Schwab→
B62BETRO MILESZKO & COMPANY, LLC
CRD 145184
MA$144.8M2Charles Schwab→
B61PROFICIENT WEALTH COUNSELORS, LLC
CRD 152640
MA$146.9M1Charles Schwab→
B61CHARLES RIVER WEALTH MANAGEMENT, LLC
CRD 288017
MA$110.3M1Raymond James→
B61BLUEBIRD WEALTH MANAGEMENT LLC
CRD 293420
MA$154.0M3Charles Schwab→
B61PATHMONT, LLC
CRD 299217
WA$169.7M1Charles 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→
B58WOLFSTICH CAPITAL, LLC
CRD 146026
MA$162.1M1Charles Schwab→
B58INTEGRITY WEALTH MANAGEMENT, INC.
CRD 150103
WA$163.2M2Charles Schwab→
B58CONSTANT GUIDANCE FINANCIAL, LLC
CRD 172612
MA$198.0M1Charles Schwab→
B57LTG CAPITAL LLC
CRD 128216
MA$142.2M3Charles Schwab→
B57FULCRUM WEALTH ADVISORS, LLC
CRD 169277
WA$208.0M3Charles Schwab→
B57MERIDIAN FINANCIAL, LLC
CRD 119679
MA$283.9M2Charles 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→
B56SOUTH SHORE CAPITAL ADVISORS, LLC
CRD 142915
MA$272.8M3Charles Schwab→
B54SAPPHIRE STAR CAPITAL LLC
CRD 226665
WA$142.2M1Charles Schwab→
B54OUELLETTE WEALTH ADVISORY LLC
CRD 289242
MA$274.4M2Charles Schwab→
B54SEATTLE WEALTH MANAGEMENT LLC
CRD 285877
WA$131.3M2Charles Schwab→
B54LEVATUS LLC
CRD 287811
MA$173.9M2Charles 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→
B53VINCENT WEALTH ADVISORS LLC
CRD 332759
MA$152.9M1Charles Schwab→