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265 firms
ActiveState: WA×State: NY×AUM: $100M-$500M×Custodian: Raymond James×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A88ARISTA ADVISORY GROUP, LLC
CRD 285722
NY$143.7M1Charles Schwab→
A81EXCOMP ASSET MANAGEMENT LTD
CRD 110434
NY$140.2M2Charles Schwab→
A79PROFESSIONAL FINANCIAL STRATEGIES, INC
CRD 125580
NY$225.8M3Charles Schwab→
A78NEWGROUND SOCIAL INVESTMENT, SPC
CRD 117060
WA$161.1M1Charles Schwab→
A76PRIVATE ASSET MANAGEMENT INC
CRD 108815
WA$109.5M2Charles Schwab→
A73FINANCIAL ASSET MANAGEMENT CORP
CRD 106643
NY$436.2M3Charles Schwab→
A72SEACREST INVESTMENT MANAGEMENT, LLC
CRD 143670
NY$110.9M3Charles Schwab→
A72SUMMIT PLANNING GROUP, INC.
CRD 125994
NY$111.0M1Charles Schwab→
A72INSTITUTIONAL INVESTMENT ADVISORS CORP
CRD 126055
NY$105.2M1Charles Schwab→
A70AMERICAN FINANCIAL & TAX STRATEGIES, INC.
CRD 115559
NY$279.4M1Charles Schwab→
A70KAHN BROTHERS ADVISORS LLC
CRD 144368
NY$498.6M3Charles Schwab→
A66MJB ASSET MANAGEMENT LLC
CRD 109940
NY$141.4M1Charles Schwab→
A66THE PLANNER'S EDGE LLC
CRD 114616
WA$178.7M3Charles Schwab→
A66HEMISPHERE PARTNERS LLC
CRD 136535
NY$228.9M2Charles Schwab→
A66RARE WOLF CAPITAL LLC
CRD 334465
WA$179.6M1Charles Schwab→
A65FACTORIAL PARTNERS, LLC
CRD 169879
NY$156.7M—Charles Schwab→
A65RUNDE & CO. LLC
CRD 106383
WA$209.5M2Charles Schwab→
A65HALLETT INVESTMENTS, LLC
CRD 306187
WA$157.9M5Charles Schwab→
B63GEOVEST ADVISORS INC
CRD 105906
NY$147.9M—Charles Schwab→
B63CLEARBROOK INVESTMENT SOLUTIONS LLC
CRD 155607
NY$149.9M3Charles Schwab→
B62GARRISON BRADFORD & ASSOCIATES INC
CRD 105603
NY$138.3M3Charles Schwab→
B61SYKON CAPITAL LLC
CRD 326728
NY$350.1M6Charles Schwab→
B61PEAPOD LANE CAPITAL LLC
CRD 159963
NY$108.2M2Charles Schwab→
B61PATHMONT, LLC
CRD 299217
WA$169.7M1Charles Schwab→
B59HS MANAGEMENT PARTNERS, LLC
CRD 145480
NY$469.9M2Charles Schwab→
B59LAIDLAW WEALTH MANAGEMENT LLC
CRD 150040
NY$108.1M6Charles Schwab→
B59PETRIE CAPITAL MANAGEMENT LLC.
CRD 136480
WA$105.2M1Charles Schwab→
B59HARBORVIEW ASSET MANAGEMENT LLC
CRD 332767
WA$124.7M2Charles Schwab→
B58MCCOLLUM CHRISTOFERSON GROUP, LLC
CRD 268812
NY$415.8M3Charles 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→
B58WISE WEALTH MANAGEMENT, LLC
CRD 133614
NY$130.1M2Charles Schwab→
B58INTEGRITY WEALTH MANAGEMENT, INC.
CRD 150103
WA$163.2M2Charles Schwab→
B57CLEAR POINT ADVISORS, INC.
CRD 111775
NY$253.4M3Charles Schwab→
B57POST RESCH TALLON GROUP, INC.
CRD 156302
NY$340.2M6Charles Schwab→
B57FULCRUM WEALTH ADVISORS, LLC
CRD 169277
WA$208.0M3Charles 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→
B55FLORIAN FINANCIAL GROUP LLC
CRD 123869
NY$215.0M2Charles Schwab→
B55OMC FINANCIAL SERVICES LTD
CRD 110528
NY$328.5M3Charles Schwab→
B55LDR CAPITAL MANAGEMENT, LLC
CRD 162329
NY$397.2M1Charles Schwab→
B55JBGLOBAL.COM LLC
CRD 119111
NY$120.9M1Charles Schwab→
B55RGA INVESTMENT ADVISORS, LLC
CRD 149171
NY$101.1M3Charles Schwab→
B54SAPPHIRE STAR CAPITAL LLC
CRD 226665
WA$142.2M1Charles Schwab→
B54WESTCO ADVISORY SERVICES, INC.
CRD 120755
NY$254.0M7Charles Schwab→
B54LANDMARK WEALTH MANAGEMENT, LLC
CRD 158693
NY$442.0M6Charles Schwab→
B54FIEN CAPITAL MANAGEMENT, LLC
CRD 114951
NY$137.7M2Charles Schwab→
B54FSC WEALTH ADVISORS, LLC
CRD 154382
NY$122.3M4Charles Schwab→