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51 firms
ActiveState: IA×Custodian: Charles Schwab×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
A66BRADFORD FINANCIAL CENTER
CRD 110953
IA$229.7M8Charles Schwab→
A65ACADIA LEGACY GROUP, LLC
CRD 291481
IA$133.2M1Charles Schwab→
B63TUVE INVESTMENT MANAGEMENT, INC.
CRD 226702
IA$147.7M2Charles Schwab→
B61STONEFIELD INVESTMENT ADVISORY, INC.
CRD 113802
IA$120.3M1Charles Schwab→
B59KEYSTONE WEALTH MANAGEMENT INC.
CRD 304133
IA$137.4M1Charles Schwab→
B57WEITZEL FINANCIAL SERVICES, INC.
CRD 27346
IA$327.8M7Charles Schwab→
B57TFP MANAGEMENT, LLC
CRD 313543
IA$273.0M3Charles Schwab→
B57INVESTMENT CONSULTING GROUP INC
CRD 106967
IA$2.84B2Charles Schwab→
B53IOWA WEALTH MANAGEMENT, LLC
CRD 286435
IA$123.9M2Charles Schwab→
B52WEALTH ADVISORS GROUP, LLC
CRD 291648
IA$278.5M2Charles Schwab→
B50FORREST FINANCIAL SERVICES L.L.C.
CRD 117546
IA$154.0M2Charles Schwab→
C49GUNCHEON FINANCIAL LLC
CRD 277091
IA$146.2M5Charles Schwab→
C49EN ENTERPRISES, LLC
CRD 337964
IA$142.7M1Charles Schwab→
C48WATER VALLEY INVESTMENT ADVISORS, INC.
CRD 116936
IA$157.2M3Charles Schwab→
C48BOYLE CAPITAL MANAGEMENT, L.L.C.
CRD 132416
IA$342.0M4Charles Schwab→
C45MIDWESTERN FINANCIAL, LLC
CRD 270022
IA$172.8M3Charles Schwab→
C42THE HEATON HOPPES GROUP, LLC
CRD 115511
IA$172.5M3Charles Schwab→
C41RDA FINANCIAL NETWORK, INC.
CRD 147309
IA$675.2M17Charles Schwab→
C41PALADIN ADVISORY GROUP, LLC
CRD 285303
IA$279.8M3Charles Schwab→
C38ACCEL WEALTH MANAGEMENT LLC
CRD 286201
IA$1.15B10Charles Schwab→
C35AUSDAL FINANCIAL PARTNERS, INC.
CRD 7995
IA$3.73B50Charles Schwab→
C35SYVERSON STREGE & COMPANY
CRD 109228
IA$910.8M13Charles Schwab→
C34MATHESON & ROCK WEALTH MANAGEMENT, LLC
CRD 289603
IA$530.0M3Charles Schwab→
C34FSB PREMIER WEALTH MANAGEMENT, INC.
CRD 15898
IA$431.7M12Charles Schwab→
C34INDEPENDENT WEALTH NETWORK, INC.
CRD 286262
IA$518.4M32Charles Schwab→
C33WEALTH ADVISORS OF IOWA, LLC
CRD 115088
IA$539.4M10Charles Schwab→
C33NORTHWEST WEALTH MANAGEMENT, LLC
CRD 152816
IA$1.03B20Charles Schwab→
C33ELITE RETIREMENT PLANNING, LLC
CRD 297942
IA$568.8M13Charles Schwab→
C33LEGACY BRIDGE, LLC
CRD 282261
IA$425.8M2Charles Schwab→
C31BEACON CAPITAL, LLC
CRD 286316
IA$278.3M5Charles Schwab→
C31KANE COMPANY WEALTH MANAGEMENT, INC.
CRD 115756
IA$284.7M3Charles Schwab→
C31VIVID WEALTH MANAGEMENT, LLC
CRD 322974
IA$290.9M3Charles Schwab→
C30A.O. WEALTH ADVISORY,LLC
CRD 288301
IA$213.2M4Charles Schwab→
C30AEGIS WEALTH MANAGEMENT, INC.
CRD 301990
IA$216.5M28Charles Schwab→
C30ALTITUDE CAPITAL MANAGEMENT LLC
CRD 329366
IA$103.6M28Altruist→
C29MOKOSAK ADVISORY GROUP, LLC
CRD 287538
IA$413.9M4Charles Schwab→
C29RIA ADVISORY GROUP, LLC
CRD 152566
IA$568.4M24Charles Schwab→
C28WEST FINANCIAL ADVISORS, L.L.C.
CRD 142265
IA$674.2M7Charles Schwab→
C28ARNOLD FINANCIAL PLANNING LLC
CRD 283698
IA$168.2M5Charles Schwab→
C28INTEGRITY ALLIANCE, LLC
CRD 139627
IA$5.41B50Charles Schwab→
C28INTEGRITY ADVISORY SOLUTIONS, LLC
CRD 288817
IA$1.10B50Charles Schwab→
C26STEELE CAPITAL MANAGEMENT, INC.
CRD 107097
IA$3.55B15Charles Schwab→
C24FOSTER GROUP, INC.
CRD 107148
IA$4.78B50Charles Schwab→
C23AVANTAX PLANNING PARTNERS, INC.
CRD 106237
IA$7.57B50Charles Schwab→
C22LEGACY FINANCIAL GROUP, LLC
CRD 154927
IA$1.01B8Charles Schwab→
C21NIKULSKI FINANCIAL, INC.
CRD 151569
IA$449.0M7Charles Schwab→
C21PECAUT & CO.
CRD 2997
IA$381.8M3Charles Schwab→
C21MIDWEST HERITAGE BANK, FSB
CRD 306308
IA$398.7M4Charles Schwab→
C17GILBERT & COOK, INC.
CRD 283112
IA$1.70B18Charles Schwab→
C16CEDAR POINT CAPITAL PARTNERS, LLC
CRD 317532
IA$248.1M6Charles Schwab→