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350 firms
ActiveState: MD×State: CT×State: GA×Custodian: Charles Schwab×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→
A73AURORA INVESTMENT COUNSEL
CRD 107460
GA$252.7M2Charles Schwab→
A73MURPHY MIDDLETON HINKLE & PARKER, INC.
CRD 107861
GA$435.3M2Charles 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→
A69GEORGE M. HILLER COMPANIES, LLC
CRD 112409
GA$183.0M5Charles Schwab→
A68ALDER FINANCIAL GROUP INC
CRD 108837
GA$224.1M2Charles Schwab→
A67DIASTOLE WEALTH MANAGEMENT, INC.
CRD 111604
CT$396.0M9Charles Schwab→
A66FIRST CITY CAPITAL MANAGEMENT INC
CRD 104780
GA$423.7M4Charles Schwab→
A66HILLMAN CAPITAL MANAGEMENT INC
CRD 110096
MD$195.9M2Charles Schwab→
A65FINANCIAL ARCHITECTS, LLC
CRD 116027
GA$199.2M3Charles Schwab→
B64CAPITAL ENDURANCE GROUP, INC
CRD 284793
GA$108.8M2Charles Schwab→
B64PFW ADVISORS, LLC
CRD 325119
GA$393.2M2Charles Schwab→
B63FAIRFIELD, BUSH & CO.
CRD 105970
CT$589.0M3Charles Schwab→
B63HARTFORD FINANCIAL MANAGEMENT INC
CRD 105039
CT$699.6M7Charles Schwab→
B63R. STEWART EADS INVESTMENT COUNSEL, INC.
CRD 105524
GA$240.5M4Charles Schwab→
B62VISION INVESTMENT ADVISORS, LLC
CRD 109621
CT$137.4M9Charles Schwab→
B62THE FINANCIAL DISCOVERY GROUP,INC.
CRD 125383
GA$118.3M3Charles Schwab→
B62PRESTON F. SANDERS, CHFC, LLC
CRD 125741
GA$148.8M2Charles Schwab→
B62DYCHE WEALTH MANAGEMENT, INC
CRD 159708
GA$162.3M3Charles Schwab→
B62PROMETHIUM ADVISORS, LLC
CRD 329565
MD$235.3M4Charles Schwab→
B61STRICKLAND DAVIS ADVISORS LLC
CRD 126538
GA$121.3M3Charles Schwab→
B61BURNE FINANCIAL CONCEPTS, LLC
CRD 293013
CT$113.7M1Charles Schwab→
B60PARK SQUARE FINANCIAL GROUP, LLC
CRD 332268
GA$218.6M5Charles Schwab→
B60CHARTER RESEARCH & INVESTMENT GROUP INC
CRD 106452
CT$275.1M4Charles Schwab→
B59FAMILY WMS, LLC
CRD 126456
GA$571.6M3Charles Schwab→
B59STANDARD PARTNERS LLC
CRD 167956
MD$108.3M1Charles Schwab→
B58SCHAEFFER FINANCIAL LLC
CRD 133697
MD$257.7M7Charles Schwab→
B58REGISTER FINANCIAL ADVISORS, LLC
CRD 143884
GA$488.5M15Charles Schwab→
B58EAST GUILFORD FINANCIAL SERVICES LLC
CRD 127481
CT$193.1M4Charles Schwab→
B58ARTHUR STEIN FINANCIAL, LLC
CRD 160627
MD$141.2M3Charles Schwab→
B57ACCESS INVESTMENT MANAGEMENT, LLC
CRD 322491
GA$456.4M3Charles Schwab→
B57COLCHESTER INVESTMENT COUNSEL LLC
CRD 126805
CT$128.9M2Charles Schwab→
B57THE KEYSTONE FINANCIAL ALLIANCE, LLC
CRD 168760
GA$164.7M1Charles Schwab→
B57KENNEDY WEALTH & TAX MANAGEMENT, LLC
CRD 172394
CT$215.5M1Charles Schwab→
B57RED TORTOISE, LLC
CRD 282509
GA$382.3M4Charles Schwab→
B57BULL STREET ADVISORS, LLC
CRD 304058
GA$271.9M1Charles Schwab→
B56T.R.U.E. COASTAL CAPITAL, LLC
CRD 281556
GA$124.1M2Charles Schwab→
B56THE FINANCIAL CONSULATE, INC
CRD 106898
MD$1.10B13Charles Schwab→
B55LANIER FINANCIAL GROUP LLC
CRD 152945
GA$236.2M6Charles Schwab→
B55TRADEMARK CAPITAL MANAGEMENT INC.
CRD 214512
GA$150.8M7Charles Schwab→
B55COVEY CAPITAL ADVISORS, LLC
CRD 151978
GA$156.5M1Charles Schwab→
B55WEALTH ENGAGEMENT LLC
CRD 310438
GA$105.0M1Charles Schwab→
B54BYSKO JOHN ALLAN
CRD 110612
CT$204.3M—Charles Schwab→
B54MULLANEY KEATING & WRIGHT INC
CRD 110743
CT$337.0M3Charles Schwab→
B54THE MONITOR GROUP, INC.
CRD 126576
GA$167.2M3Charles Schwab→
B54NETWORTH FINANCIAL SERVICES, LLC
CRD 126666
GA$128.1M2Charles Schwab→