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414 firms
ActiveState: OR×State: UT×State: IL×Custodian: Apex Clearing×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A78WESTERN PACIFIC WEALTH MANAGEMENT, LP
CRD 152714
IL$205.5M2Charles Schwab→
A75MARK BELL ADVISORY SERVICES, INC.
CRD 107114
IL$138.2M1Charles Schwab→
A72COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
OR$110.5M2Charles Schwab→
A72CLEMENT STREET CAPITAL LLC
CRD 159684
IL$141.0M2Charles Schwab→
A72BARRETT WEALTH CONNECTION LLC
CRD 161020
IL$148.0M2Charles Schwab→
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab→
A69ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
OR$211.7M11Charles Schwab→
A68BENCHMARK CAPITAL GROUP LTD.
CRD 123698
IL$173.6M2Charles Schwab→
A68NORTH FORTY TWO & CO.
CRD 148417
OR$167.9M1Charles Schwab→
A68LIND CAPITAL PARTNERS, LLC
CRD 165810
IL$235.0M2Charles Schwab→
A66LONE PEAK ADVISERS, LLC
CRD 296772
UT$125.4M8Charles Schwab→
A65MARCUS CAPITAL, LLC
CRD 130516
IL$129.2M2Charles Schwab→
A65OPUS FINANCIAL SOLUTIONS LLC
CRD 282311
IL$150.8M3Charles Schwab→
A65BONDURANT INVESTMENT ADVISORY, LLC
CRD 297290
IL$111.1M3Charles Schwab→
B63CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
CRD 123483
IL$135.2M19Charles Schwab→
B61KEELER THOMAS MANAGEMENT LLC
CRD 109522
UT$305.5M5Charles Schwab→
B61DWM FINANCIAL GROUP, INC.
CRD 111594
IL$279.2M3Charles Schwab→
B61BOON CAPITAL ADVISORS LLC
CRD 174016
IL$185.0M1Charles Schwab→
B61RETIREMENT CONSULTING GROUP, INC.
CRD 311184
OR$457.0M2Charles Schwab→
B61HARBOUR FINANCIAL RESOURCES, LTD
CRD 110261
IL$189.8M2Charles Schwab→
B61WOLF FINANCIAL ADVISORS LLC
CRD 146080
IL$124.9M1Charles Schwab→
B61LANDMARK WEALTH ADVISORS, LLC
CRD 166989
UT$135.9M2Charles Schwab→
B61OREGON PACIFIC WEALTH MANAGEMENT, LLC
CRD 283958
OR$156.3M4Charles Schwab→
B59FORTIS PORTFOLIO SOLUTIONS, LLC
CRD 314886
IL$140.0M1Charles Schwab→
B59IRON FINANCIAL LLC
CRD 106682
IL$489.2M4Charles Schwab→
B59SUMMA GLOBAL ADVISORS, LLC
CRD 148713
OR$144.1M2Charles Schwab→
B59WILLAMETTE FINANCIAL ADVISORS, LLC
CRD 173482
OR$117.5M2Charles Schwab→
B58CERTIFIED TAX SERVICE, INC.
CRD 110960
IL$313.9M4Charles Schwab→
B58PERRITT CAPITAL MANAGEMENT INC
CRD 111623
IL$279.8M—Charles Schwab→
B58TETLEY INVESTMENTS, LLC
CRD 164130
IL$193.9M3Charles Schwab→
B58PEARL WEALTH LLC
CRD 299508
OR$156.3M2Charles Schwab→
B58CLEARVIEW WEALTH ADVISORS, LLC
CRD 305737
OR$201.8M2Charles Schwab→
B57EASTGATE CAPITAL ADVISORS LLC
CRD 220511
IL$271.5M5Charles Schwab→
B57SPRINGWATER WEALTH MANAGEMENT, LLC
CRD 167539
OR$203.9M2Charles Schwab→
B56T2 ASSET MANAGEMENT, LLC
CRD 167714
IL$180.0M8Charles Schwab→
B56AG FINANCIAL, LLC
CRD 140226
UT$103.5M2Charles Schwab→
B56KRUSE ASSET MANAGEMENT, LLC
CRD 143204
IL$146.2M3Charles Schwab→
B56CAPSTONE WEALTH ADVISORS, LLC
CRD 287670
OR$102.4M2Charles Schwab→
B56PARAGON CAPITAL MANAGEMENT INC
CRD 105962
UT$153.4M3Charles Schwab→
B55GUARDIAN WEALTH MANAGEMENT, LLC
CRD 146923
UT$174.8M3Charles Schwab→
B55GRANGE CAPITAL, LLC
CRD 131699
OR$217.2M4Charles Schwab→
B55ALLEY INVESTMENT MANAGEMENT COMPANY, LLC
CRD 317544
IL$907.2M5Charles Schwab→
B55LARSEN, GLEN ALLEN
CRD 118496
UT$146.6M—Charles Schwab→
B55PACIFIC COAST INVESTMENT ADVISORS, LLC
CRD 137963
OR$122.2M1Charles Schwab→
B55REVERE FINANCIAL, LLC
CRD 155286
IL$127.1M—Charles Schwab→
B55FINANCIAL DESIGN STUDIO, INC.
CRD 286686
IL$105.5M3Charles Schwab→
B54LCM CAPITAL MANAGEMENT INC
CRD 111074
IL$403.0M8Charles Schwab→
B54JOURNEY FINANCIAL GROUP, INC.
CRD 123565
IL$336.5M5Charles Schwab→
B54CARTER FINANCIAL GROUP, INC.
CRD 301025
IL$382.2M5Charles Schwab→
B54HEMSLEY ADVISORS, LTD.
CRD 106414
IL$638.1M4Charles Schwab→