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123 firms
ActiveState: KS×State: AL×Custodian: Charles Schwab×Custodian: Pershing×clear all
ScoreFirmStateAUMAdvisorsCustodian
A78SCHWARZ INVESTMENT PARTNERS
CRD 113556
KS$184.9M2Charles Schwab→
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab→
B61PROVIDENCE FINANCIAL ADVISORS, LLC
CRD 124839
KS$428.1M4Charles Schwab→
B61MN WEALTH ADVISORS, LLC
CRD 322617
KS$394.2M3Charles Schwab→
B59SOUTHERN CAPITAL SERVICES, INC.
CRD 105582
AL$192.5M6Charles Schwab→
B59DAVIS FINANCIAL MANAGEMENT, INC.
CRD 143410
KS$144.6M1Charles 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→
B55AULL & MONROE INVESTMENT MANAGEMENT CORP
CRD 104830
AL$323.2M4Charles Schwab→
B55PROACTIVE CAPITAL MANAGEMENT, INC.
CRD 297791
KS$170.7M2Charles Schwab→
B54REDSTONE ADVISORS INC
CRD 107699
KS$490.6M5Charles Schwab→
B54KONZA GLOBAL ADVISORY, LLC
CRD 331692
KS$125.2M2Charles Schwab→
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3M—Charles Schwab→
B53CURTIS CAPITAL ADVISORS, LLC
CRD 330835
KS$165.5M2Charles Schwab→
B52FREESTATE ADVISORS LLC
CRD 145800
KS$181.8M9Charles Schwab→
B52PEOPLE MAKE THE DIFFERENCE, INC.
CRD 159443
AL$111.6M2Charles Schwab→
B51INVISOR FINANCIAL LLC
CRD 174890
KS$198.5M3Charles Schwab→
B51MONEY MANAGEMENT SERVICES, INC.
CRD 106832
AL$442.7M5Pershing→
C49HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
CRD 106454
AL$424.4M2Charles Schwab→
C49BROOKLINE INVESTMENTS, INC.
CRD 109239
AL$281.5M2Charles Schwab→
C48APPROACH RETIREMENT ADVISORS, LLC
CRD 166221
AL$227.5M2Charles Schwab→
C48TFB ADVISORS, LLC
CRD 321870
KS$840.2M17Charles Schwab→
C48TRUST ADVISORY GROUP LTD
CRD 106926
AL$313.5M20Charles Schwab→
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab→
C47FORTUNE FINANCIAL ADVISORS, LLC
CRD 145799
KS$322.6M5Charles Schwab→
C46NAVIANT PARTNERS, LLC
CRD 339108
AL$177.3M2Charles Schwab→
C46BERKELEY CAPITAL MANAGEMENT, LLC
CRD 149229
KS$128.5M2Charles Schwab→
C45TUCKER JR., DOUGLAS, RAY
CRD 298292
AL$339.0M3Charles Schwab→
C45MAGNOLIA WEALTH MANAGEMENT LLC
CRD 297598
AL$183.3M2Charles Schwab→
C45BLALOCK WILLIAMS, LLC
CRD 325465
AL$242.6M2Charles Schwab→
C45AXIENT INVESTMENT ADVISORS LLC
CRD 336722
AL$454.0M13Pershing→
C44BONAVENTURE CAPITAL, LLC
CRD 120780
AL$493.8M2Charles Schwab→
C43THE ETF STORE, INC.
CRD 148229
KS$168.2M6Charles Schwab→
C41WILKINS MILLER WEALTH MANAGEMENT, LLC
CRD 162222
AL$257.5M2Charles Schwab→
C41ARAGON FAMILY OFFICE LLC
CRD 337597
AL$112.0M2Charles Schwab→
C41RSG INVESTMENTS LLC
CRD 323527
KS$140.5M6Charles Schwab→
C41WFG CAPITAL ADVISORS, LLC
CRD 310008
AL$354.8M2Charles Schwab→
C40COOK & BYNUM CAPITAL MANAGEMENT, LLC
CRD 149454
AL$359.8M—Pershing→
C40ONE ADVISORY PARTNERS, LLC
CRD 161614
KS$369.5M7Charles Schwab→
C40KOESTEN HIRSCHMANN & CRABTREE, INC.
CRD 107212
KS$668.3M8Charles Schwab→
C40RETIREWISE TAX AND WEALTH ADVISORS, INC.
CRD 284394
KS$242.8M7Charles Schwab→
C40CORNERSTONE SECURITIES LLC
CRD 140379
KS$210.0M10Charles Schwab→
C40GENTRY PRIVATE WEALTH, LLC
CRD 323208
KS$307.7M4Charles Schwab→
C39TWO WEST CAPITAL ADVISORS LLC
CRD 154543
KS$3.89B16Charles Schwab→
C39S&A FINANCIAL SERVICES, INC.
CRD 110471
KS$392.3M5Charles Schwab→
C38BMSS WESSON WEALTH SOLUTIONS, LLC
CRD 282792
AL$704.0M8Charles Schwab→
C38BCWM, LLC.
CRD 144748
KS$665.2M7Charles Schwab→
C38BROWN MCLEOD, INC
CRD 155548
AL$468.2M6Charles Schwab→