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245 firms
ActiveState: VA×State: UT×Custodian: Charles Schwab×Custodian: Fidelity×clear all
ScoreFirmStateAUMAdvisorsCustodian
A84BLUELIST PARTNERS, LLC
CRD 304568
VA$134.3M1Charles Schwab→
A73ALEXANDER RANDOLPH ADVISORY INC
CRD 106024
VA$403.9M2Charles Schwab→
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab→
A70AVENIR CORPORATION
CRD 110545
VA$849.3M3Fidelity→
A68KIRK CAPITAL ADVISORS LLC
CRD 312401
VA$204.9M4Charles Schwab→
A66LONE PEAK ADVISERS, LLC
CRD 296772
UT$125.4M8Charles Schwab→
A65KORVING & COMPANY LLC
CRD 152095
VA$137.5M3Charles Schwab→
A65OCTOBER EFFECT LTD.
CRD 281369
VA$138.9M4Charles Schwab→
B64COMPREHENSIVE FINANCIAL PLANNING CORPORATION
CRD 107549
VA$263.9M3Charles Schwab→
B64XPS CAPITAL LLC
CRD 311665
VA$95.3M2Charles Schwab→
B64COURAGE MILLER PARTNERS, LLC
CRD 147360
VA$480.7M3Charles Schwab→
B64PACTOLUS PRIVATE WEALTH MANAGEMENT LLC
CRD 155195
VA$187.8M6Fidelity→
B61KEELER THOMAS MANAGEMENT LLC
CRD 109522
UT$305.5M5Charles Schwab→
B61LANDMARK WEALTH ADVISORS, LLC
CRD 166989
UT$135.9M2Charles Schwab→
B61HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
CRD 116670
VA$357.2M3Charles Schwab→
B59CHARMARLINE WEALTH MANAGEMENT LLC
CRD 336719
VA$118.8M1Charles Schwab→
B58WESTBOURNE INVESTMENTS, INC.
CRD 37499
VA$276.4M5Charles Schwab→
B57WEALTHTRAK CAPITAL MANAGEMENT, L.L.C.
CRD 160057
VA$195.4M5Charles Schwab→
B56SEVEN CANYONS ADVISORS, LLC
CRD 290334
UT$90.0M4Fidelity→
B56AG FINANCIAL, LLC
CRD 140226
UT$103.5M2Charles Schwab→
B56PARAGON CAPITAL MANAGEMENT INC
CRD 105962
UT$153.4M3Charles Schwab→
B55SIMA WEALTH PARTNERS, LLC
CRD 159943
VA$156.7M5Charles Schwab→
B55GUARDIAN WEALTH MANAGEMENT, LLC
CRD 146923
UT$174.8M3Charles Schwab→
B55LARSEN, GLEN ALLEN
CRD 118496
UT$146.6M—Charles Schwab→
B55CLIO ASSET MANAGEMENT LLC
CRD 298041
VA$134.5M1Charles Schwab→
B54JUNO FINANCIAL GROUP LLC
CRD 336362
VA$541.9M7Charles Schwab→
B54MORRIS & WELLS WEALTH MANAGEMENT
CRD 162411
VA$987.9M—Charles Schwab→
B54PEAKVALLEY WEALTH, LLC
CRD 165542
VA$130.3M4Charles Schwab→
B54DECISIONMAP WEALTH MANAGEMENT, LLC
CRD 328429
VA$363.4M4Charles Schwab→
B54HENDERSON FINANCIAL GROUP LLC
CRD 333013
VA$136.4M3Charles Schwab→
B54TENZING FINANCIAL LLC
CRD 335259
VA$231.1M3Charles Schwab→
B54WELLINGTON CONSULTING SERVICES INC
CRD 105837
VA$1.69B9Charles Schwab→
B53THE ITHAKA GROUP, LLC
CRD 146975
VA$572.1M3Charles Schwab→
B53WILLS FINANCIAL GROUP, LLC
CRD 334431
VA$385.7M4Charles Schwab→
B51NORTH CAPITAL, INC.
CRD 148802
UT$292.6M11Charles Schwab→
B51CACHETECH INC.
CRD 327688
UT$547.4M3Charles Schwab→
B51FINANCIAL NETWORK WEALTH ADVISORS LLC
CRD 318842
UT$515.4M6Charles Schwab→
B51REDMOND ASSET MANAGEMENT, LLC
CRD 138706
VA$537.2M2Charles Schwab→
B51BROAD RUN INVESTMENT MANAGEMENT, LLC
CRD 165067
VA$681.8M5Charles Schwab→
B51COIGN CAPITAL ADVISORS LLC
CRD 171306
UT$472.9M7Charles Schwab→
B50OXFORD CAPITAL MANAGEMENT, INC.
CRD 118359
VA$170.0M2Charles Schwab→
B50CANNON CAPITAL MANAGEMENT, INC.
CRD 144247
UT$386.1M3Charles Schwab→
C50ALTA CAPITAL MANAGEMENT LLC
CRD 106786
UT$1.60B12Charles Schwab→
C50JACOBSEN CAPITAL MANAGEMENT, LLC
CRD 116085
UT$562.9M3Charles Schwab→
C49ACTS FINANCIAL ADVISORS, LLC
CRD 325930
VA$126.5M2Charles Schwab→
C49ARIA WEALTH PARTNERS, LLC
CRD 334270
VA$112.3M2Charles Schwab→
C49RIVER CRESCENT ADVISORS, LLC
CRD 334629
VA$136.8M2Charles Schwab→
C49SORENSON IMPACT ADVISORY, LLC
CRD 324124
UT$255.1M1Fidelity→
C49NAVIGATE FINANCIAL LLC
CRD 325945
UT$337.9M2Charles Schwab→
C48BOWEN FINANCIAL SERVICES, LLC
CRD 116714
VA$191.0M3Charles Schwab→