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266 firms
ActiveState: MN×State: SC×State: UT×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A78TOTAL WEALTH ADVISORS, LLC
CRD 164633
MN$107.2M2Charles Schwab→
A75BANNERSTONE CAPITAL MANAGEMENT, LLC
CRD 147447
MN$155.3M3Charles Schwab→
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A75FBD ASSET MGMT, LLC
CRD 307216
MN$76.8M1Charles Schwab→
A73TEALWOOD ASSET MANAGEMENT INC
CRD 105245
MN$365.4M5Charles Schwab→
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab→
A71LEGACY FINANCIAL ADVISORS CORPORATION
CRD 115384
MN$317.7M2Charles Schwab→
A71ENCORE WEALTH ADVISORS, LLC
CRD 336566
MN$121.7M1Charles Schwab→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A66LONE PEAK ADVISERS, LLC
CRD 296772
UT$125.4M8Charles Schwab→
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab→
B64SOMERSET GROUP LLC
CRD 160282
MN$145.6M3Charles Schwab→
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab→
B63S CAPITAL WEALTH ADVISORS, LLC
CRD 172591
MN$127.5M3Charles Schwab→
B61STEVENS, FOSTER FINANCIAL SERVICES, INC.
CRD 115752
MN$750.4M5Charles Schwab→
B61KEELER THOMAS MANAGEMENT LLC
CRD 109522
UT$305.5M5Charles Schwab→
B61LANDMARK WEALTH ADVISORS, LLC
CRD 166989
UT$135.9M2Charles Schwab→
B61NORTH AMERICAN WEALTH ADVISORS INC.
CRD 297057
MN$237.3M1Charles Schwab→
B61GEN FINANCIAL MANAGEMENT INC.
CRD 110179
MN$331.8M4Charles Schwab→
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab→
B59LIFEPLAN FINANCIAL, LLC
CRD 136981
MN$141.0M2Charles Schwab→
B59MWM WEALTH ADVISORY, LLC
CRD 287705
MN$129.9M1Charles Schwab→
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab→
B57KEYSTONE WEALTH ADVISORS, INCORPORATED
CRD 153418
MN$191.4M3Charles Schwab→
B57ALL STAR FINANCIAL LLC
CRD 323765
MN$881.7M5Charles Schwab→
B57TRADEMARK FINANCIAL MANAGEMENT, LLC
CRD 116543
MN$293.4M2Charles Schwab→
B56AG FINANCIAL, LLC
CRD 140226
UT$103.5M2Charles Schwab→
B56PARAGON CAPITAL MANAGEMENT INC
CRD 105962
UT$153.4M3Charles Schwab→
B55GUARDIAN WEALTH MANAGEMENT, LLC
CRD 146923
UT$174.8M3Charles Schwab→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
B55LARSEN, GLEN ALLEN
CRD 118496
UT$146.6M—Charles Schwab→
B54WHITE OAKS WEALTH ADVISORS, INC.
CRD 173522
MN$618.3M2Charles Schwab→
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab→
B54WOLD FINANCIAL GROUP LLC
CRD 316409
MN$182.5M3Charles Schwab→
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab→
B52STOKES CAPITAL ADVISORS, LLC
CRD 281278
SC$499.4M1Charles Schwab→
B52WALLICK INVESTMENTS, LLC
CRD 162976
SC$126.5M3Charles Schwab→
B52KINWELL LLC
CRD 290449
SC$214.7M2Charles Schwab→
B52MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
CRD 297716
MN$198.9M1Charles Schwab→
B52PALISADE ASSET MANAGEMENT, LLC
CRD 136089
MN$1.27B7Charles Schwab→
B52PALADIN WEALTH, LLC
CRD 288387
MN$196.2M7Charles Schwab→
B51NORTH CAPITAL, INC.
CRD 148802
UT$292.6M11Charles Schwab→
B51CACHETECH INC.
CRD 327688
UT$547.4M3Charles Schwab→
B51MURPHY POHLAD ASSET MANAGEMENT LLC
CRD 109973
MN$639.7M4Charles Schwab→
B51FINANCIAL NETWORK WEALTH ADVISORS LLC
CRD 318842
UT$515.4M6Charles Schwab→
B51COIGN CAPITAL ADVISORS LLC
CRD 171306
UT$472.9M7Charles Schwab→
B50CAPITAL MANAGEMENT ASSOCIATES INC
CRD 105010
MN$1.88B15Charles Schwab→
B50PEAK FINANCIAL CONSULTING, INC.
CRD 291860
MN$132.3M2Charles Schwab→