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205 firms
ActiveState: AL×State: OR×Custodian: Charles Schwab×Custodian: E*Trade×clear all
ScoreFirmStateAUMAdvisorsCustodian
A72COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
OR$110.5M2Charles Schwab→
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A69ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
OR$211.7M11Charles Schwab→
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab→
A68NORTH FORTY TWO & CO.
CRD 148417
OR$167.9M1Charles Schwab→
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade→
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade→
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6M—E*Trade→
B61WELLSPRING ADVISORS, INC.
CRD 147861
OR$152.2M2E*Trade→
B61RETIREMENT CONSULTING GROUP, INC.
CRD 311184
OR$457.0M2Charles Schwab→
B61OREGON PACIFIC WEALTH MANAGEMENT, LLC
CRD 283958
OR$156.3M4Charles Schwab→
B59SOUTHERN CAPITAL SERVICES, INC.
CRD 105582
AL$192.5M6Charles Schwab→
B59SUMMA GLOBAL ADVISORS, LLC
CRD 148713
OR$144.1M2Charles Schwab→
B59WILLAMETTE FINANCIAL ADVISORS, LLC
CRD 173482
OR$117.5M2Charles Schwab→
B58PEARL WEALTH LLC
CRD 299508
OR$156.3M2Charles Schwab→
B58CLEARVIEW WEALTH ADVISORS, LLC
CRD 305737
OR$201.8M2Charles Schwab→
B58BRIGHT INVESTMENTS, LLC
CRD 269955
AL$151.5M4E*Trade→
B57SPRINGWATER WEALTH MANAGEMENT, LLC
CRD 167539
OR$203.9M2Charles Schwab→
B57DMC GROUP, LLC
CRD 174077
AL$176.7M3Charles Schwab→
B57BHK INVESTMENT ADVISORS, LLC
CRD 140515
AL$794.1M5Charles Schwab→
B56COLARION LLC
CRD 284588
AL$188.3M3Charles Schwab→
B56CAPSTONE WEALTH ADVISORS, LLC
CRD 287670
OR$102.4M2Charles Schwab→
B55AULL & MONROE INVESTMENT MANAGEMENT CORP
CRD 104830
AL$323.2M4Charles Schwab→
B55ENCOMPASS WEALTH ADVISORS, LLC
CRD 170807
OR$472.8M4E*Trade→
B55GRANGE CAPITAL, LLC
CRD 131699
OR$217.2M4Charles Schwab→
B55PACIFIC COAST INVESTMENT ADVISORS, LLC
CRD 137963
OR$122.2M1Charles Schwab→
B54TENBRIDGE PARTNERS LLC
CRD 159378
OR$110.0M4Charles Schwab→
B54CAPITOL FAMILY OFFICE, INC.
CRD 312005
OR$136.1M2Charles Schwab→
B54TRADEWINDS ASSET MANAGEMENT, LLC
CRD 323879
OR$135.1M3Charles Schwab→
B54SAMARA INVESTMENT MANAGEMENT, LLC
CRD 336178
OR$123.0M2Charles Schwab→
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3M—Charles Schwab→
B53ROOTED FINANCIAL GROUP, LLC
CRD 335302
OR$108.7M2Charles Schwab→
B52HURLEY FINANCIAL GROUP, INC.
CRD 108983
OR$406.5M15E*Trade→
B52PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
CRD 171321
OR$235.4M3Charles Schwab→
B52PEOPLE MAKE THE DIFFERENCE, INC.
CRD 159443
AL$111.6M2Charles Schwab→
B51AUXIER ASSET MANAGEMENT LLC
CRD 107980
OR$946.1M6Charles Schwab→
B51CWC ADVISORS, LLC
CRD 127739
OR$445.3M5Charles Schwab→
B50PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
CRD 107777
OR$758.3M4Charles Schwab→
C49COPIA WEALTH MANAGEMENT, LLC
CRD 281873
OR$157.5M4Charles Schwab→
C49HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
CRD 106454
AL$424.4M2Charles Schwab→
C49BROOKLINE INVESTMENTS, INC.
CRD 109239
AL$281.5M2Charles Schwab→
C49QUEST INVESTMENT MANAGEMENT, LLC
CRD 110640
OR$1.71B6E*Trade→
C48APPROACH RETIREMENT ADVISORS, LLC
CRD 166221
AL$227.5M2Charles Schwab→
C48INMAN FINANCIAL SERVICES, INC.
CRD 297414
OR$197.5M3Charles Schwab→
C48TRUST ADVISORY GROUP LTD
CRD 106926
AL$313.5M20Charles Schwab→
C48THE H GROUP, INC.
CRD 106801
OR$580.1M—Charles Schwab→
C48PANORAMIC CAPITAL PARTNERS LLC
CRD 331349
OR$392.7M6Charles Schwab→
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab→
C47CLS FINANCIAL ADVISORS, INC.
CRD 152892
OR$192.0M3Charles Schwab→
C47PEREGRINE ASSET ADVISERS, INC.
CRD 115738
OR$611.0M6Charles Schwab→