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274 firms
ActiveState: OR×State: CO×Custodian: Charles Schwab×Custodian: State Street×clear all
ScoreFirmStateAUMAdvisorsCustodian
A87LARIMER CAPITAL CORP
CRD 18189
CO$169.9M2Charles Schwab→
A79MUTUAL FUND PROTECTION SERVICE
CRD 115961
CO$102.0M1Charles Schwab→
A76INTEGRA FINANCIAL, INC.
CRD 113422
CO$123.4M4Charles Schwab→
A72CORNERSTONE INVESTMENT ADVISORS, LLC
CRD 116447
CO$180.8M2Charles Schwab→
A72COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
OR$110.5M2Charles Schwab→
A69ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
OR$211.7M11Charles Schwab→
A68ZIDEL FINANCIAL, INC.
CRD 135047
CO$159.6M1Charles Schwab→
A68NORTH FORTY TWO & CO.
CRD 148417
OR$167.9M1Charles Schwab→
A67BRUCE G. ALLEN INVESTMENTS, LLC
CRD 287859
CO$258.1M2Charles Schwab→
A66AGEMY WEALTH ADVISORS, LLC
CRD 218512
CO$130.5M3Charles Schwab→
A65PEAK CAPITAL MANAGEMENT, LLC
CRD 141488
CO$165.2M4Charles Schwab→
A65HINCHLEY ADVISORY GROUP, LLC
CRD 157860
CO$193.1M1Charles Schwab→
A65GILPIN WEALTH MANAGEMENT LLC
CRD 311336
CO$227.2M4Charles Schwab→
B62ATHENAINVEST ADVISORS LLC
CRD 146224
CO$80.4M4Charles Schwab→
B62TNL ASSET MANAGEMENT LLC
CRD 137419
CO$139.3M1Charles Schwab→
B62SILVERPEAK WEALTH ADVISORS, LLC
CRD 170732
CO$177.4M2Charles Schwab→
B61RETIREMENT CONSULTING GROUP, INC.
CRD 311184
OR$457.0M2Charles Schwab→
B61ALTIUS FINANCIAL, INC.
CRD 113268
CO$212.2M3Charles Schwab→
B61RED MOUNTAIN FINANCIAL, LLC
CRD 277100
CO$184.4M—Charles Schwab→
B61OREGON PACIFIC WEALTH MANAGEMENT, LLC
CRD 283958
OR$156.3M4Charles Schwab→
B59CONSILIUM, LLC
CRD 304503
CO$215.0M1Charles Schwab→
B59PEACE OF MIND FINANCIAL, INC
CRD 289067
CO$123.6M2Charles Schwab→
B59SUMMA GLOBAL ADVISORS, LLC
CRD 148713
OR$144.1M2Charles Schwab→
B59WILLAMETTE FINANCIAL ADVISORS, LLC
CRD 173482
OR$117.5M2Charles Schwab→
B59COHESION WEALTH MANAGEMENT, LLC
CRD 308980
CO$171.0M4Charles Schwab→
B58FIT ASSET MANAGEMENT, LLC
CRD 281494
CO$147.4M3Charles Schwab→
B58PEARL WEALTH LLC
CRD 299508
OR$156.3M2Charles Schwab→
B58CLEARVIEW WEALTH ADVISORS, LLC
CRD 305737
OR$201.8M2Charles Schwab→
B57SPRINGWATER WEALTH MANAGEMENT, LLC
CRD 167539
OR$203.9M2Charles Schwab→
B57VENTANA PRIVATE WEALTH LLC
CRD 311878
CO$158.6M2Charles Schwab→
B56PEAK INVESTMENT ADVISORS, INC.
CRD 113967
CO$234.6M1Charles Schwab→
B56CAPSTONE WEALTH ADVISORS, LLC
CRD 287670
OR$102.4M2Charles Schwab→
B56ICON ADVISERS, INC.
CRD 108268
CO$875.9M3Charles Schwab→
B55GRANGE CAPITAL, LLC
CRD 131699
OR$217.2M4Charles Schwab→
B55PALLER FINANCIAL SERVICES, INC.
CRD 161531
CO$147.9M3Charles Schwab→
B55ALPINE WEALTH ADVISORS, LLC
CRD 105433
CO$115.7M1Charles Schwab→
B55PACIFIC COAST INVESTMENT ADVISORS, LLC
CRD 137963
OR$122.2M1Charles Schwab→
B55OAK STREET INVESTMENT ADVISORS, LLC
CRD 288019
CO$125.5M1Charles Schwab→
B54NAVIGATION WEALTH MANAGEMENT, INC.
CRD 282640
CO$103.2M8Charles Schwab→
B54DOWNING STREET WEALTH MANAGEMENT LLC
CRD 152983
CO$175.6M2Charles Schwab→
B54TENBRIDGE PARTNERS LLC
CRD 159378
OR$110.0M4Charles Schwab→
B54OUTBOUND FINANCIAL, INC.
CRD 287697
CO$151.2M1Charles Schwab→
B54CAPITOL FAMILY OFFICE, INC.
CRD 312005
OR$136.1M2Charles Schwab→
B54TRADEWINDS ASSET MANAGEMENT, LLC
CRD 323879
OR$135.1M3Charles Schwab→
B54SAMARA INVESTMENT MANAGEMENT, LLC
CRD 336178
OR$123.0M2Charles Schwab→
B53LOYD FINANCIAL MANAGEMENT INC.
CRD 112236
CO$133.5M2Charles Schwab→
B53BUTLER FINANCIAL SERVICES, INC.
CRD 118244
CO$154.7M2Charles Schwab→
B53HOFFMANN HERMANSON LLC
CRD 130484
CO$183.0M2Charles Schwab→
B53SEASON INVESTMENTS, LLC
CRD 158070
CO$159.7M3Charles Schwab→
B53WEST END WEALTH MANAGEMENT, LLC
CRD 234791
CO$170.4M2Charles Schwab→