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56 firms
ActiveState: AZ×State: SC×AUM: $1B+×clear all
ScoreFirmStateAUMAdvisorsCustodian
C50CCM INVESTMENT ADVISERS, LLC
CRD 105743
SC$1.55B8Charles Schwab→
C49TOTAL INVESTMENT MANAGEMENT, INC.
CRD 108818
AZ$1.35B10Charles Schwab→
C44STOKER OSTLER WEALTH ADVISORS, INC.
CRD 111320
AZ$3.67B14Charles Schwab→
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial→
C43PERMANENS CAPITAL L.P.
CRD 157476
SC$4.02B4Charles Schwab→
C42VOYA INVESTMENTS, LLC
CRD 111091
AZ$59.48B—BNY Mellon→
C42DYNAMIC ADVISOR SOLUTIONS LLC
CRD 151367
AZ$5.64B50Charles Schwab→
C40INDIGO PARTNERS LLC
CRD 163648
AZ$1.66B—JPMorgan→
C40MSH CAPITAL ADVISORS LLC
CRD 157835
AZ$1.35B20Charles Schwab→
C37LIBERTY HALL CAPITAL PARTNERS, L.P.
CRD 173159
SC$1.14B—JPMorgan→
C36PERFORMA LIMITED (US), LLC
CRD 154232
SC$4.49B—E*Trade→
C36GREENWOOD CAPITAL ASSOCIATES, LLC
CRD 115015
SC$1.77B16Charles Schwab→
C35SMEAD CAPITAL MANAGEMENT, INC.
CRD 143567
AZ$5.52B6E*Trade→
C33VOLOFIN CAPITAL MANAGEMENT (US) LLC
CRD 309922
SC$1.01B—E*Trade→
C33ABACUS PLANNING GROUP, INC.
CRD 107994
SC$2.16B15Charles Schwab→
C33INVESTMENT METRICS, LLC
CRD 158872
AZ$1.22B5Charles Schwab→
C33BRIDGEPORT FINANCIAL SOLUTIONS LLC
CRD 325485
AZ$1.05B11Charles Schwab→
C32GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC
CRD 175300
AZ$1.61B5Charles Schwab→
C32LPL ENTERPRISE, LLC
CRD 8733
SC$24.94B50LPL Financial→
C31VERUS CAPITAL PARTNERS, LLC
CRD 151568
AZ$2.29B48Charles Schwab→
C30BROOKWOOD INVESTMENT GROUP LLC
CRD 316544
AZ$1.25B50Charles Schwab→
C29L. ROY PAPP & ASSOCIATES, LLP
CRD 105130
AZ$1.62B11Charles Schwab→
C29WATTS GWILLIAM & COMPANY, LLC
CRD 131458
AZ$1.03B9Charles Schwab→
C28REDWOOD INVESTMENT MANAGEMENT, LLC.
CRD 153139
AZ$2.47B1Charles Schwab→
C28BALBOA WEALTH PARTNERS, INC.
CRD 282329
AZ$1.07B27Charles Schwab→
C28DAVIS SELECTED ADVISERS LP
CRD 108674
AZ$30.12B—LPL Financial→
C27SOVEREIGN INVESTMENT ADVISORS LLC
CRD 149040
AZ$3.31B6Charles Schwab→
C27TRAJAN WEALTH, L.L.C.
CRD 158847
AZ$2.60B41Charles Schwab→
C27IRONWOOD INVESTMENT COUNSEL, LLC
CRD 110623
AZ$1.76B17Charles Schwab→
C26GI MANAGER L.P.
CRD 161573
AZ$35.74B—JPMorgan→
C26LPL FINANCIAL LLC
CRD 6413
SC$819.12B50LPL Financial→
C25COLONIAL TRUST ADVISORS, INC.
CRD 110257
SC$1.85B15Fidelity→
C25BALBEC CAPITAL MANAGEMENT LP
CRD 284363
AZ$7.99B—U.S. Bank→
C24TCI WEALTH ADVISORS, INC.
CRD 107373
AZ$5.37B43Charles Schwab→
C24TREK FINANCIAL, LLC
CRD 109376
AZ$2.82B50Charles Schwab→
C24UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
CRD 20804
AZ$12.77B50Charles Schwab→
C23SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
CRD 165306
SC$4.96B27Charles Schwab→
C23OSAIC WEALTH, INC.
CRD 23131
AZ$234.86B50—→
C23FIDUCIARY ALLIANCE LLC
CRD 284924
SC$2.53B45Charles Schwab→
C23ANCHOR INVESTMENT MANAGEMENT, LLC
CRD 135296
SC$1.52B7Charles Schwab→
C23PFG ADVISORS, LLC
CRD 173344
AZ$3.26B50Charles Schwab→
C23APOLLON WEALTH MANAGEMENT, LLC
CRD 291902
SC$11.56B50Charles Schwab→
C22VERITY AND VERITY, LLC
CRD 119630
SC$1.40B12Charles Schwab→
C22GREYSTAR INVESTMENT GROUP, LLC
CRD 160665
SC$36.50B—JPMorgan→
C22FORTITUDE FAMILY OFFICE, LLC
CRD 317615
AZ$1.00B13Charles Schwab→
C22APOLLON FINANCIAL, LLC
CRD 321217
SC$1.45B19Charles Schwab→
C22GALVIN, GAUSTAD & STEIN, LLC
CRD 153410
AZ$1.35B8E*Trade→
C21GR FINANCIAL GROUP, LLC
CRD 172370
AZ$1.05B7E*Trade→
C20TFO FAMILY OFFICE PARTNERS, LLC
CRD 159440
AZ$5.04B27Charles Schwab→
C19VERSANT CAPITAL MANAGEMENT, INC.
CRD 131692
AZ$1.81B11Charles Schwab→