SourcingSourcing
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18 firms
ActiveState: IA×State: OK×AUM: $500M-$1B×Custodian: Wells Fargo×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56PINNACLE HOLDINGS, LLC
CRD 108086
OK$508.3M6Charles Schwab→
C41RDA FINANCIAL NETWORK, INC.
CRD 147309
IA$675.2M17Charles Schwab→
C39COWA, LLC
CRD 297180
OK$529.4M5Charles Schwab→
C39THE LEGACY FINANCIAL GROUP, INC.
CRD 135059
OK$590.7M8Charles Schwab→
C35SYVERSON STREGE & COMPANY
CRD 109228
IA$910.8M13Charles Schwab→
C35DISCIPLINED INVESTMENTS, LLC
CRD 129696
OK$592.8M6Charles Schwab→
C35MELIA GROUP LLC
CRD 145402
OK$560.1M4Charles Schwab→
C35RELATION WEALTH MANAGEMENT, INC.
CRD 329961
OK$541.2M7Charles 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→
C26ARK & TLK INVESTMENTS, LLC
CRD 205512
OK$751.4M8Charles Schwab→
C26THE ADVISORY RESOURCE GROUP, LLC
CRD 290110
OK$926.6M8Charles Schwab→
C25PLAN GROUP FINANCIAL, INC.
CRD 116508
OK$690.3M17Charles Schwab→
C14WARBURTON CAPITAL MANAGEMENT, LLC
CRD 141969
OK$786.6M6Charles Schwab→