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98 firms
ActiveState: AL×State: IA×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab→
A66BRADFORD FINANCIAL CENTER
CRD 110953
IA$229.7M8Charles Schwab→
A65ACADIA LEGACY GROUP, LLC
CRD 291481
IA$133.2M1Charles Schwab→
B63TUVE INVESTMENT MANAGEMENT, INC.
CRD 226702
IA$147.7M2Charles Schwab→
B61STONEFIELD INVESTMENT ADVISORY, INC.
CRD 113802
IA$120.3M1Charles Schwab→
B59SOUTHERN CAPITAL SERVICES, INC.
CRD 105582
AL$192.5M6Charles Schwab→
B59KEYSTONE WEALTH MANAGEMENT INC.
CRD 304133
IA$137.4M1Charles Schwab→
B57WEITZEL FINANCIAL SERVICES, INC.
CRD 27346
IA$327.8M7Charles Schwab→
B57TFP MANAGEMENT, LLC
CRD 313543
IA$273.0M3Charles Schwab→
B57INVESTMENT CONSULTING GROUP INC
CRD 106967
IA$2.84B2Charles 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→
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3M—Charles Schwab→
B53IOWA WEALTH MANAGEMENT, LLC
CRD 286435
IA$123.9M2Charles Schwab→
B52WEALTH ADVISORS GROUP, LLC
CRD 291648
IA$278.5M2Charles Schwab→
B52PEOPLE MAKE THE DIFFERENCE, INC.
CRD 159443
AL$111.6M2Charles Schwab→
B50FORREST FINANCIAL SERVICES L.L.C.
CRD 117546
IA$154.0M2Charles Schwab→
C49GUNCHEON FINANCIAL LLC
CRD 277091
IA$146.2M5Charles Schwab→
C49EN ENTERPRISES, LLC
CRD 337964
IA$142.7M1Charles Schwab→
C49HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
CRD 106454
AL$424.4M2Charles Schwab→
C49BROOKLINE INVESTMENTS, INC.
CRD 109239
AL$281.5M2Charles Schwab→
C48WATER VALLEY INVESTMENT ADVISORS, INC.
CRD 116936
IA$157.2M3Charles Schwab→
C48BOYLE CAPITAL MANAGEMENT, L.L.C.
CRD 132416
IA$342.0M4Charles Schwab→
C48APPROACH RETIREMENT ADVISORS, LLC
CRD 166221
AL$227.5M2Charles Schwab→
C48TRUST ADVISORY GROUP LTD
CRD 106926
AL$313.5M20Charles Schwab→
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab→
C46NAVIANT PARTNERS, LLC
CRD 339108
AL$177.3M2Charles Schwab→
C45TUCKER JR., DOUGLAS, RAY
CRD 298292
AL$339.0M3Charles Schwab→
C45MIDWESTERN FINANCIAL, LLC
CRD 270022
IA$172.8M3Charles Schwab→
C45MAGNOLIA WEALTH MANAGEMENT LLC
CRD 297598
AL$183.3M2Charles Schwab→
C45BLALOCK WILLIAMS, LLC
CRD 325465
AL$242.6M2Charles Schwab→
C44BONAVENTURE CAPITAL, LLC
CRD 120780
AL$493.8M2Charles Schwab→
C42THE HEATON HOPPES GROUP, LLC
CRD 115511
IA$172.5M3Charles Schwab→
C41WILKINS MILLER WEALTH MANAGEMENT, LLC
CRD 162222
AL$257.5M2Charles Schwab→
C41ARAGON FAMILY OFFICE LLC
CRD 337597
AL$112.0M2Charles Schwab→
C41RDA FINANCIAL NETWORK, INC.
CRD 147309
IA$675.2M17Charles Schwab→
C41PALADIN ADVISORY GROUP, LLC
CRD 285303
IA$279.8M3Charles Schwab→
C41WFG CAPITAL ADVISORS, LLC
CRD 310008
AL$354.8M2Charles Schwab→
C38BMSS WESSON WEALTH SOLUTIONS, LLC
CRD 282792
AL$704.0M8Charles Schwab→
C38BROWN MCLEOD, INC
CRD 155548
AL$468.2M6Charles Schwab→
C38CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC
CRD 337758
AL$132.1M2Charles Schwab→
C38ACCEL WEALTH MANAGEMENT LLC
CRD 286201
IA$1.15B10Charles Schwab→
C36ONEASCENT FAMILY OFFICE LLC
CRD 323305
AL$544.5M9Charles Schwab→
C36BLUEWATER WEALTH ADVISORS, LLC
CRD 330078
AL$145.8M3Charles Schwab→
C35AUSDAL FINANCIAL PARTNERS, INC.
CRD 7995
IA$3.73B50Charles Schwab→
C35SYVERSON STREGE & COMPANY
CRD 109228
IA$910.8M13Charles Schwab→
C34MATHESON & ROCK WEALTH MANAGEMENT, LLC
CRD 289603
IA$530.0M3Charles Schwab→