SourcingSourcing
Filters4▾
159 firms
ActiveState: OK×State: CT×Custodian: Charles Schwab×Custodian: Pershing×clear all
ScoreFirmStateAUMAdvisorsCustodian
A84LORETTA NOLAN ASSOCIATES, LLC
CRD 126468
CT$135.8M1Charles Schwab→
A80COMPREHENSIVE FINANCIAL PLANNING INC
CRD 109822
OK$176.0M1Charles 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→
B62ADAPTATION FINANCIAL ADVISORS INC.
CRD 309192
OK$233.6M4Charles Schwab→
B61BURNE FINANCIAL CONCEPTS, LLC
CRD 293013
CT$113.7M1Charles Schwab→
B60OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
CRD 306851
OK$4.3M1Charles Schwab→
B60CHARTER RESEARCH & INVESTMENT GROUP INC
CRD 106452
CT$275.1M4Charles Schwab→
B58EAST GUILFORD FINANCIAL SERVICES LLC
CRD 127481
CT$193.1M4Charles Schwab→
B58SERVO WEALTH MANAGEMENT LLC
CRD 159367
OK$173.8M1Charles Schwab→
B58PERISSOS PRIVATE WEALTH MANAGEMENT, LLC
CRD 217514
OK$167.1M2Charles 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→
B56PINNACLE HOLDINGS, LLC
CRD 108086
OK$508.3M6Charles Schwab→
B55SUSTAINABLE ADVISORS ALLIANCE LLC
CRD 312061
OK$234.8M8Charles Schwab→
B55MELIORA CAPITAL, LLC
CRD 172367
OK$174.8M1Charles 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→
B53TRITON FINANCIAL GROUP, INC
CRD 309294
OK$258.7M2Charles Schwab→
B53COMPASS CAPITAL MANAGEMENT, LLC
CRD 150170
OK$119.0M3Pershing→
B53SPRINGBOARD ASSET MANAGEMENT LLC
CRD 154862
CT$136.8M2Charles Schwab→
B53JK PRIVATE WEALTH, LLC
CRD 305987
CT$156.4M1Charles Schwab→
B5110ELMS LLP
CRD 323398
OK$120.6M4Charles Schwab→
B51RISKBRIDGE ADVISORS, LLC
CRD 310396
CT$898.3M10Charles Schwab→
B51J M BROWN & ASSOCIATES, INC.
CRD 118427
OK$202.1M10Charles Schwab→
B51G. DEWAYNE MCANALLY, LLC
CRD 118511
OK$170.1M3Charles 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→
C50NATIVE AMERICAN FUND ADVISORS LLC
CRD 108149
OK$38.9M3Charles Schwab→
C49XXEC INC
CRD 108886
OK$150.4M1Charles Schwab→
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→
C48LONGBOW ASSET MANAGEMENT
CRD 126193
OK$134.4M2Charles Schwab→
C48GREYLOCK CAPITAL MANAGEMENT, LLC
CRD 137825
CT$313.9M—Pershing→
C48SERAPH CAPITAL ASSOCIATES, LLC
CRD 165754
OK$90.3M—Charles Schwab→
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→
C48WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC
CRD 125765
CT$346.4M4Charles Schwab→
C47REDSTONE WEALTH MANAGEMENT, LLC
CRD 311525
OK$187.7M4Charles Schwab→