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8 firms
ActiveState: IA×AUM: $500M-$1B×Custodian: Wells Fargo×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
C41RDA FINANCIAL NETWORK, INC.
CRD 147309
IA$675.2M17Charles Schwab→
C35SYVERSON STREGE & COMPANY
CRD 109228
IA$910.8M13Charles Schwab→
C34MATHESON & ROCK WEALTH MANAGEMENT, LLC
CRD 289603
IA$530.0M3Charles Schwab→
C34INDEPENDENT WEALTH NETWORK, INC.
CRD 286262
IA$518.4M32Charles Schwab→
C33WEALTH ADVISORS OF IOWA, LLC
CRD 115088
IA$539.4M10Charles Schwab→
C33ELITE RETIREMENT PLANNING, LLC
CRD 297942
IA$568.8M13Charles Schwab→
C29RIA ADVISORY GROUP, LLC
CRD 152566
IA$568.4M24Charles Schwab→
C28WEST FINANCIAL ADVISORS, L.L.C.
CRD 142265
IA$674.2M7Charles Schwab→