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220 firms
ActiveState: MD×State: CT×Custodian: Charles Schwab×Custodian: Pershing×clear all
ScoreFirmStateAUMAdvisorsCustodian
A84LORETTA NOLAN ASSOCIATES, LLC
CRD 126468
CT$135.8M1Charles Schwab→
A75ASPETUCK FINANCIAL MANAGEMENT LLC
CRD 134500
CT$178.3M1Charles Schwab→
A75ALEXANDER CAPITAL ADVISORS, LLC
CRD 140508
CT$104.2M1Charles Schwab→
A73REUTEMANN FINANCIAL SOLUTIONS, INC.
CRD 153247
MD$251.6M6Charles Schwab→
A72MOUNT VERNON ASSOCIATES INC
CRD 107099
MD$232.5M1Charles Schwab→
A70MONTGOMERY INVESTMENT MANAGEMENT INC
CRD 105417
MD$490.0M2Charles Schwab→
A67DIASTOLE WEALTH MANAGEMENT, INC.
CRD 111604
CT$396.0M9Charles Schwab→
A66HILLMAN CAPITAL MANAGEMENT INC
CRD 110096
MD$195.9M2Charles 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→
B62PROMETHIUM ADVISORS, LLC
CRD 329565
MD$235.3M4Charles Schwab→
B61BURNE FINANCIAL CONCEPTS, LLC
CRD 293013
CT$113.7M1Charles Schwab→
B60CHARTER RESEARCH & INVESTMENT GROUP INC
CRD 106452
CT$275.1M4Charles Schwab→
B59STANDARD PARTNERS LLC
CRD 167956
MD$108.3M1Charles Schwab→
B58SCHAEFFER FINANCIAL LLC
CRD 133697
MD$257.7M7Charles Schwab→
B58EAST GUILFORD FINANCIAL SERVICES LLC
CRD 127481
CT$193.1M4Charles Schwab→
B58ARTHUR STEIN FINANCIAL, LLC
CRD 160627
MD$141.2M3Charles 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→
B56THE FINANCIAL CONSULATE, INC
CRD 106898
MD$1.10B13Charles Schwab→
B54BYSKO JOHN ALLAN
CRD 110612
CT$204.3M—Charles Schwab→
B54MULLANEY KEATING & WRIGHT INC
CRD 110743
CT$337.0M3Charles Schwab→
B53DUNBAR ASSOCIATES, LLC
CRD 323134
CT$307.5M2Charles Schwab→
B53AMERICAN FINANCIAL MANAGEMENT, LTD.
CRD 111016
MD$31.6M2Charles Schwab→
B53SPRINGBOARD ASSET MANAGEMENT LLC
CRD 154862
CT$136.8M2Charles Schwab→
B53JK PRIVATE WEALTH, LLC
CRD 305987
CT$156.4M1Charles Schwab→
B53POINTER FINANCIAL ADVISORS LLC
CRD 326745
MD$176.4M2Charles Schwab→
B52TORRAY INVESTMENT PARTNERS LLC
CRD 105818
MD$750.1M4Charles Schwab→
B52WAYPOINT WEALTH MANAGEMENT, LLC
CRD 155574
MD$242.5M1Charles Schwab→
B52HZ INVESTMENTS INC.
CRD 312268
MD$591.4M1Charles Schwab→
B51MACROVIEW INVESTMENT MANAGEMENT LLC
CRD 149621
MD$387.1M4Charles Schwab→
B51MARATHON CAPITAL MANAGEMENT LLC
CRD 119416
MD$790.1M5Charles Schwab→
B51KENDALL CAPITAL MANAGEMENT
CRD 134740
MD$743.9M8Charles 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→
C49PARTNERSHIP WEALTH MANAGEMENT, LLC
CRD 285718
MD$234.9M2Charles 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→
C48AUGUST WEALTH ADVISORS LLC
CRD 339322
CT$436.6M4Charles Schwab→
C48BESTGATE WEALTH ADVISORS, LLC
CRD 301639
MD$162.4M3Charles Schwab→