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182 firms
ActiveState: KS×State: CT×Custodian: Charles Schwab×Custodian: Pershing×clear all
ScoreFirmStateAUMAdvisorsCustodian
A84LORETTA NOLAN ASSOCIATES, LLC
CRD 126468
CT$135.8M1Charles Schwab→
A78SCHWARZ INVESTMENT PARTNERS
CRD 113556
KS$184.9M2Charles Schwab→
A75ASPETUCK FINANCIAL MANAGEMENT LLC
CRD 134500
CT$178.3M1Charles Schwab→
A75ALEXANDER CAPITAL ADVISORS, LLC
CRD 140508
CT$104.2M1Charles Schwab→
A67DIASTOLE WEALTH MANAGEMENT, INC.
CRD 111604
CT$396.0M9Charles Schwab→
B63FAIRFIELD, BUSH & CO.
CRD 105970
CT$589.0M3Charles Schwab→
B63CRUISER CAPITAL ADVISORS, LLC
CRD 168739
CT$104.4M—Pershing→
B63HARTFORD FINANCIAL MANAGEMENT INC
CRD 105039
CT$699.6M7Charles Schwab→
B62VISION INVESTMENT ADVISORS, LLC
CRD 109621
CT$137.4M9Charles Schwab→
B61PROVIDENCE FINANCIAL ADVISORS, LLC
CRD 124839
KS$428.1M4Charles Schwab→
B61BURNE FINANCIAL CONCEPTS, LLC
CRD 293013
CT$113.7M1Charles Schwab→
B61MN WEALTH ADVISORS, LLC
CRD 322617
KS$394.2M3Charles Schwab→
B60CHARTER RESEARCH & INVESTMENT GROUP INC
CRD 106452
CT$275.1M4Charles Schwab→
B59DAVIS FINANCIAL MANAGEMENT, INC.
CRD 143410
KS$144.6M1Charles Schwab→
B58EAST GUILFORD FINANCIAL SERVICES LLC
CRD 127481
CT$193.1M4Charles Schwab→
B57COLCHESTER INVESTMENT COUNSEL LLC
CRD 126805
CT$128.9M2Charles Schwab→
B57KENNEDY WEALTH & TAX MANAGEMENT, LLC
CRD 172394
CT$215.5M1Charles Schwab→
B57SEARLE & CO.
CRD 13035
CT$629.9M13Pershing→
B55PROACTIVE CAPITAL MANAGEMENT, INC.
CRD 297791
KS$170.7M2Charles Schwab→
B54REDSTONE ADVISORS INC
CRD 107699
KS$490.6M5Charles Schwab→
B54BYSKO JOHN ALLAN
CRD 110612
CT$204.3M—Charles Schwab→
B54MULLANEY KEATING & WRIGHT INC
CRD 110743
CT$337.0M3Charles Schwab→
B54KONZA GLOBAL ADVISORY, LLC
CRD 331692
KS$125.2M2Charles Schwab→
B53DUNBAR ASSOCIATES, LLC
CRD 323134
CT$307.5M2Charles Schwab→
B53SPRINGBOARD ASSET MANAGEMENT LLC
CRD 154862
CT$136.8M2Charles Schwab→
B53JK PRIVATE WEALTH, LLC
CRD 305987
CT$156.4M1Charles Schwab→
B53CURTIS CAPITAL ADVISORS, LLC
CRD 330835
KS$165.5M2Charles Schwab→
B52FREESTATE ADVISORS LLC
CRD 145800
KS$181.8M9Charles Schwab→
B51INVISOR FINANCIAL LLC
CRD 174890
KS$198.5M3Charles Schwab→
B51RISKBRIDGE ADVISORS, LLC
CRD 310396
CT$898.3M10Charles Schwab→
B50MATSON FINANCIAL ADVISORS, INC.
CRD 122480
CT$518.9M3Pershing→
B50CFO CAPITAL MANAGEMENT, LLC
CRD 110950
CT$243.9M—Charles Schwab→
C50PRIVATE CAPITAL ASSET MANAGEMENT LLC
CRD 317930
CT$13.0M—Pershing→
C49SULLIVAN FINANCIAL, LLC
CRD 121371
CT$119.1M2Charles Schwab→
C49BRIDGELIGHT FINANCIAL ADVISORS, INC
CRD 139518
CT$150.8M3Charles Schwab→
C49FREEDOM INVESTMENT MANAGEMENT, INC.
CRD 126052
CT$568.7M5Charles Schwab→
C49BOURGEON CAPITAL MANAGEMENT LLC
CRD 108054
CT$1.07B4Charles Schwab→
C48GREYLOCK CAPITAL MANAGEMENT, LLC
CRD 137825
CT$313.9M—Pershing→
C48GREENHAVEN ROAD INVESTMENT MANAGEMENT, LP
CRD 288555
CT$299.5M—Pershing→
C48LCR WEALTH MANAGEMENT LLC
CRD 313013
CT$151.8M3Charles Schwab→
C48TFB ADVISORS, LLC
CRD 321870
KS$840.2M17Charles Schwab→
C48AUGUST WEALTH ADVISORS LLC
CRD 339322
CT$436.6M4Charles Schwab→
C48WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC
CRD 125765
CT$346.4M4Charles Schwab→
C47NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC
CRD 109203
CT$673.0M6Charles Schwab→
C47SKY INVESTMENT GROUP LLC
CRD 134001
CT$931.0M8Charles Schwab→
C47FORTUNE FINANCIAL ADVISORS, LLC
CRD 145799
KS$322.6M5Charles Schwab→
C46BERKELEY CAPITAL MANAGEMENT, LLC
CRD 149229
KS$128.5M2Charles Schwab→
C46LADD CAPITAL MANAGEMENT LLC
CRD 105162
CT$176.6M2Charles Schwab→
C46SOUND PORTFOLIO ADVISORS, LLC
CRD 125511
CT$151.1M2Charles Schwab→
C45SOMNIO FINANCIAL GROUP, LLC
CRD 174217
CT$168.3M2Charles Schwab→