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88 firms
ActiveState: MO×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A73CAPITAL MANAGEMENT SERVICES, INC.
CRD 118260
MO$145.2M7Charles Schwab→
A72SPARROW CAPITAL MANAGEMENT INC
CRD 106616
MO$113.3M1Charles Schwab→
A69STEWARDSHIP CAPITAL, LTD.
CRD 110944
MO$168.4M4Charles Schwab→
B65CORTLAND ASSOCIATES INC
CRD 104681
MO$958.0M4Charles Schwab→
B64WEDGEWOOD PARTNERS, INC.
CRD 21923
MO$560.7M4Charles Schwab→
B62FIDELIS FINANCIAL PLANNING, LLC
CRD 141698
MO$160.0M1Charles Schwab→
B59CONWAY FINANCIAL GROUP, LLC
CRD 117608
MO$177.7M2Charles Schwab→
B59CLARITY FINANCIAL PLANNERS, LLC
CRD 277114
MO$132.5M1Charles Schwab→
B58TRINITY WEALTH ADVISORS, L.L.C.
CRD 109452
MO$281.5M4Charles Schwab→
B58WILKERSON ADVISORY GROUP LLC
CRD 334668
MO$326.9M4Charles Schwab→
B58RISLEY CAPITAL MANAGEMENT LLC
CRD 157271
MO$163.4M1Charles Schwab→
B58THE WORLEY BANKS GROUP, LLC
CRD 306890
MO$184.3M2Charles Schwab→
B58FLYOVER CAPITAL PARTNERS, LLC
CRD 173709
MO$147.6M—Charles Schwab→
B56BUILD ASSET MANAGEMENT, LLC
CRD 298354
MO$64.6M3Charles Schwab→
B56CLAYTON FINANCIAL GROUP, LLC
CRD 226729
MO$793.8M3Charles Schwab→
B55FORTIFY WEALTH, INC.
CRD 297433
MO$115.0M3Charles Schwab→
B55TRUMAN WEALTH ADVISORS LLC
CRD 334752
MO$106.0M3Charles Schwab→
B54MID-AMERICAN WEALTH ADVISORY GROUP INC.
CRD 301621
MO$335.6M6Charles Schwab→
B54DUNCKER, STREETT & CO., LLC
CRD 110828
MO$707.3M2Charles Schwab→
B54RLB FINANCIAL LLC
CRD 151778
MO$173.6M3Charles Schwab→
B52NUANCE INVESTMENTS, LLC
CRD 148534
MO$984.3M4Charles Schwab→
B51DIVVI WEALTH MANAGEMENT LLC
CRD 318241
MO$127.4M4Charles Schwab→
C49FLOYD FINANCIAL GROUP LLC
CRD 226773
MO$164.5M2Charles Schwab→
C481248 PARTNERS, LLC
CRD 325304
MO$323.4M—Charles Schwab→
C47WEALTHCARE ASSET MANAGEMENT, LLC
CRD 170382
MO$210.8M6Charles Schwab→
C47COMPASS RETIREMENT GROUP LLC
CRD 282420
MO$111.9M6Charles Schwab→
C46IFG ADVISORS, LLC
CRD 172329
MO$1.03B7Charles Schwab→
C46ARGENT CAPITAL MANAGEMENT LLC
CRD 107930
MO$3.99B13Charles Schwab→
C45PHILIP VONGONTARD, CFA, LLC
CRD 127938
MO$312.9M—Charles Schwab→
C45ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
CRD 121307
MO$2.61B36Charles Schwab→
C45HERITAGE ASSET MANAGEMENT, LLC
CRD 323344
MO$155.0M2Charles Schwab→
C43LOBSCOUSER II, LLC
CRD 282953
MO$278.8M4Charles Schwab→
C43SEVERIN INVESTMENTS LLC
CRD 166567
MO$141.9M6Charles Schwab→
C42BRIDGEWATER ASSET MANAGEMENT LLC
CRD 169832
MO$350.5M5Charles Schwab→
C42WHITE SAND WEALTH MANAGEMENT, LLC
CRD 304614
MO$172.4M4Charles Schwab→
C42FORVIS MAZARS WEALTH ADVISORS, LLC
CRD 110905
MO$9.75B50Charles Schwab→
C41MAINSTREET RIA LLC
CRD 309150
MO$446.4M3Charles Schwab→
C41AXIUS ADVISORS LLC
CRD 330006
MO$623.8M12Charles Schwab→
C41MERAMEC FINANCIAL PLANNERS, LLC
CRD 335112
MO$1.13B7Charles Schwab→
C40FIDUCIARY ADVISORS, INC.
CRD 108239
MO$2.10B3Charles Schwab→
C40ALEXANDER LABRUNERIE & CO., INC.
CRD 117153
MO$618.9M4Charles Schwab→
C40PINNACLE FAMILY ADVISORS, LLC
CRD 145628
MO$371.7M9Charles Schwab→
C39PROFUSION FINANCIAL, INC.
CRD 167003
MO$175.7M3Charles Schwab→
C39HICKORY WEALTH MANAGEMENT, LLC
CRD 298475
MO$126.5M2Charles Schwab→
C39HILL INVESTMENT GROUP PARTNERS, LLC
CRD 312052
MO$1.35B8Charles Schwab→
C39CLARIS ADVISORS, LLC
CRD 117734
MO$911.1M4Charles Schwab→
C39MADER & SHANNON WEALTH MANAGEMENT, INC.
CRD 123741
MO$269.4M8Charles Schwab→
C39UNIVERSAL FINANCIAL ADVISORS, LLC
CRD 318392
MO$277.5M9Charles Schwab→
C38MCCARTNEY WEALTH MANAGEMENT LLC
CRD 154722
MO$220.7M2Charles Schwab→
C36STERNECK CAPITAL MANAGEMENT LLC
CRD 111463
MO$327.9M4Charles Schwab→