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47 firms
ActiveState: OR×State: MO×AUM: $1B+×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
C47M HOLDINGS SECURITIES, INC.
CRD 43285
OR$3.21B50Charles Schwab→
C46IFG ADVISORS, LLC
CRD 172329
MO$1.03B7Charles Schwab→
C46ARGENT CAPITAL MANAGEMENT LLC
CRD 107930
MO$3.99B13Charles Schwab→
C45ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
CRD 121307
MO$2.61B36Charles Schwab→
C42FORVIS MAZARS WEALTH ADVISORS, LLC
CRD 110905
MO$9.75B50Charles Schwab→
C41MERAMEC FINANCIAL PLANNERS, LLC
CRD 335112
MO$1.13B7Charles Schwab→
C40FIDUCIARY ADVISORS, INC.
CRD 108239
MO$2.10B3Charles Schwab→
C40DESCHUTES INVESTMENT CONSULTING, LLC
CRD 155312
OR$2.89B10Charles Schwab→
C39HILL INVESTMENT GROUP PARTNERS, LLC
CRD 312052
MO$1.35B8Charles Schwab→
C38M FINANCIAL ASSET MANAGEMENT, INC.
CRD 136694
OR$1.23B4Charles Schwab→
C37BECKER CAPITAL MANAGEMENT INC
CRD 110489
OR$5.73B21Charles Schwab→
C36CEDAR MOUNTAIN ADVISORS, LLC
CRD 140339
OR$1.20B6Charles Schwab→
C34BRAND ASSET MANAGEMENT GROUP, INC.
CRD 106162
MO$1.17B16Charles Schwab→
C34STANCORP INVESTMENT ADVISERS, INC.
CRD 110228
OR$34.50B50Charles Schwab→
C34SYNTEGRA PRIVATE WEALTH GROUP LLC
CRD 323180
MO$1.39B12Charles Schwab→
C34VISION CAPITAL MANAGEMENT, INC.
CRD 107793
OR$1.23B12Charles Schwab→
C33FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD 104692
OR$10.66B27Charles Schwab→
C33PHILLIPS AND COMPANY ADVISORS LLC
CRD 167214
OR$2.66B13Charles Schwab→
C32NORTHWEST CAPITAL MANAGEMENT INC
CRD 108091
OR$8.52B7Charles Schwab→
C31ALDRICH WEALTH, LIMITED PARTNERSHIP
CRD 147200
OR$7.62B28Charles Schwab→
C31FOCUS PARTNERS ADVISOR SOLUTIONS, LLC
CRD 143319
MO$36.41B43Charles Schwab→
C30ASSET CONSULTING GROUP, LLC
CRD 107574
MO$1.10B20Charles Schwab→
C30ZEMENICK & WALKER INC
CRD 108670
MO$2.63B8Charles Schwab→
C29PLANCORP, LLC
CRD 106599
MO$9.94B48Charles Schwab→
C29SITTNER & NELSON, LLC
CRD 309757
OR$1.05B4Charles Schwab→
C28MATTER, LLC
CRD 106806
MO$3.81B25Charles Schwab→
C28AERODIGM WEALTH LLC
CRD 282312
OR$1.46B7Charles Schwab→
C27MOSAIC FAMILY WEALTH PARTNERS, LLC
CRD 317377
MO$2.04B17Charles Schwab→
C27ANDERSON HOAGLAND & CO
CRD 105157
MO$1.43B7Charles Schwab→
C27DESCHUTES PORTFOLIO STRATEGY, LLC
CRD 155424
OR$1.63B10Charles Schwab→
C27MONETA GROUP INVESTMENT ADVISORS, LLC
CRD 104727
MO$50.54B50Charles Schwab→
C27VISIONARY WEALTH ADVISORS, LLC
CRD 169610
MO$3.54B48Charles Schwab→
C27FOCUS POINT SOLUTIONS, INC
CRD 131195
OR$6.78B—Charles Schwab→
C24RUBINBROWN ADVISORS LLC
CRD 116909
MO$3.27B25Charles Schwab→
C24VISTA CAPITAL PARTNERS, INC.
CRD 114913
OR$3.22B23Charles Schwab→
C24CS PLANNING CORP
CRD 149937
OR$1.96B47Charles Schwab→
C23NORTHSIDE CAPITAL MANAGEMENT LLC
CRD 107784
OR$6.94B7Charles Schwab→
C23LARSON FINANCIAL GROUP, LLC
CRD 140599
MO$5.48B50Charles Schwab→
C23KRILOGY FINANCIAL LLC
CRD 149046
MO$5.20B50Charles Schwab→
C23SELLWOOD INVESTMENT PARTNERS LLC
CRD 164696
OR$2.28B8Charles Schwab→
C21CUTLER INVESTMENT COUNSEL, LLC
CRD 128483
OR$1.54B21Charles Schwab→
C21MULTNOMAH GROUP, INC.
CRD 132131
OR$2.67B17Charles Schwab→
C21HUMAN INVESTING, LLC
CRD 133017
OR$2.22B16Charles Schwab→
C20MODERN WEALTH MANAGEMENT, LLC
CRD 324624
MO$10.90B50Charles Schwab→
C18TPG FINANCIAL ADVISORS, LLC
CRD 141153
OR$2.22B18Charles Schwab→
C17KINGSVIEW WEALTH MANAGEMENT, LLC
CRD 148107
OR$8.96B50Charles Schwab→
C16ALPINE PRIVATE CAPITAL, LLC
CRD 286072
MO$1.45B4Charles Schwab→