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233 firms
ActiveState: SC×State: MD×State: KS×Custodian: Apex Clearing×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A78SCHWARZ INVESTMENT PARTNERS
CRD 113556
KS$184.9M2Charles Schwab→
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A73REUTEMANN FINANCIAL SOLUTIONS, INC.
CRD 153247
MD$251.6M6Charles Schwab→
A72MOUNT VERNON ASSOCIATES INC
CRD 107099
MD$232.5M1Charles Schwab→
A70MONTGOMERY INVESTMENT MANAGEMENT INC
CRD 105417
MD$490.0M2Charles Schwab→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A66HILLMAN CAPITAL MANAGEMENT INC
CRD 110096
MD$195.9M2Charles Schwab→
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab→
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab→
B62PROMETHIUM ADVISORS, LLC
CRD 329565
MD$235.3M4Charles Schwab→
B61PROVIDENCE FINANCIAL ADVISORS, LLC
CRD 124839
KS$428.1M4Charles Schwab→
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab→
B61MN WEALTH ADVISORS, LLC
CRD 322617
KS$394.2M3Charles Schwab→
B59STANDARD PARTNERS LLC
CRD 167956
MD$108.3M1Charles Schwab→
B59DAVIS FINANCIAL MANAGEMENT, INC.
CRD 143410
KS$144.6M1Charles Schwab→
B58SCHAEFFER FINANCIAL LLC
CRD 133697
MD$257.7M7Charles Schwab→
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab→
B58ARTHUR STEIN FINANCIAL, LLC
CRD 160627
MD$141.2M3Charles Schwab→
B56THE FINANCIAL CONSULATE, INC
CRD 106898
MD$1.10B13Charles Schwab→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
B55PROACTIVE CAPITAL MANAGEMENT, INC.
CRD 297791
KS$170.7M2Charles Schwab→
B54REDSTONE ADVISORS INC
CRD 107699
KS$490.6M5Charles Schwab→
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab→
B54KONZA GLOBAL ADVISORY, LLC
CRD 331692
KS$125.2M2Charles Schwab→
B53AMERICAN FINANCIAL MANAGEMENT, LTD.
CRD 111016
MD$31.6M2Charles Schwab→
B53POINTER FINANCIAL ADVISORS LLC
CRD 326745
MD$176.4M2Charles Schwab→
B53CURTIS CAPITAL ADVISORS, LLC
CRD 330835
KS$165.5M2Charles Schwab→
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab→
B52TORRAY INVESTMENT PARTNERS LLC
CRD 105818
MD$750.1M4Charles Schwab→
B52STOKES CAPITAL ADVISORS, LLC
CRD 281278
SC$499.4M1Charles Schwab→
B52WAYPOINT WEALTH MANAGEMENT, LLC
CRD 155574
MD$242.5M1Charles Schwab→
B52WALLICK INVESTMENTS, LLC
CRD 162976
SC$126.5M3Charles Schwab→
B52KINWELL LLC
CRD 290449
SC$214.7M2Charles Schwab→
B52HZ INVESTMENTS INC.
CRD 312268
MD$591.4M1Charles Schwab→
B52FREESTATE ADVISORS LLC
CRD 145800
KS$181.8M9Charles Schwab→
B51MACROVIEW INVESTMENT MANAGEMENT LLC
CRD 149621
MD$387.1M4Charles Schwab→
B51MARATHON CAPITAL MANAGEMENT LLC
CRD 119416
MD$790.1M5Charles Schwab→
B51KENDALL CAPITAL MANAGEMENT
CRD 134740
MD$743.9M8Charles Schwab→
B51INVISOR FINANCIAL LLC
CRD 174890
KS$198.5M3Charles Schwab→
C50CCM INVESTMENT ADVISERS, LLC
CRD 105743
SC$1.55B8Charles Schwab→
C49OCEANSIDE ADVISORS LLC
CRD 170307
SC$191.3M4Charles Schwab→
C49PARTNERSHIP WEALTH MANAGEMENT, LLC
CRD 285718
MD$234.9M2Charles Schwab→
C49METIS WEALTH MANAGEMENT & PLANNING LLC
CRD 305086
SC$114.9M2Charles Schwab→
C49HILTON HEAD FINANCIAL ADVISORS, INC.
CRD 140249
SC$375.1M1Charles Schwab→
C48CHARLESTON FINANCIAL ADVISORS, LLC
CRD 137536
SC$262.4M2Charles Schwab→
C48BEERS KIGHT FINANCIAL ADVISORS, LLC
CRD 160286
SC$179.4M1Charles Schwab→
C48TFB ADVISORS, LLC
CRD 321870
KS$840.2M17Charles Schwab→
C48BESTGATE WEALTH ADVISORS, LLC
CRD 301639
MD$162.4M3Charles Schwab→