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198 firms
ActiveState: NC×State: SC×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A72WELLS FINANCIAL MANAGEMENT, LLC
CRD 158030
NC$132.7M1Charles Schwab→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A68CAPITAL MANAGEMENT LLC
CRD 109416
NC$383.0M3Charles Schwab→
A68THE WEALTH GROUP, LTD
CRD 154106
NC$160.2M5Charles Schwab→
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab→
A65GOUWS CAPITAL LLC
CRD 153812
NC$209.9M2Charles Schwab→
A65PINAFORE WEALTH COUNSEL INC.
CRD 170540
NC$173.6M2Charles Schwab→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B64BLUE WATER CAPITAL MANAGEMENT, LLC
CRD 127193
NC$159.8M4Charles Schwab→
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab→
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab→
B62H. S. DREHER CAPITAL MANAGEMENT, LLC
CRD 104537
NC$148.2M2Charles Schwab→
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab→
B59REH WEALTH ADVISORS LLC
CRD 153826
NC$110.5M1Charles Schwab→
B59GRANADA WEALTH MANAGEMENT, LLC
CRD 285812
NC$171.4M1Charles Schwab→
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab→
B58SOUND FINANCIAL MANAGEMENT, INC.
CRD 122670
NC$134.1M2Charles Schwab→
B58PASSPORT WEALTH MANAGEMENT LLC
CRD 297449
NC$115.3M2Charles Schwab→
B57PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC
CRD 149889
NC$162.8M3Charles Schwab→
B56CALAMITA WEALTH MANAGEMENT INC.
CRD 153316
NC$138.2M2Charles Schwab→
B56EVERGREEN WEALTH ADVISORS
CRD 326535
NC$112.5M3Charles Schwab→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
B55PENDLETON FINANCIAL, LLC
CRD 325303
NC$160.0M1Charles Schwab→
B55FOREST CAPITAL OPERATING COMPANY LLC
CRD 325514
NC$143.2M2Charles Schwab→
B54ABS LEGACY PARTNERS, LLC
CRD 325604
NC$670.8M1Charles Schwab→
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab→
B54THE PINES WEALTH MANAGEMENT, LLC
CRD 326353
NC$485.9M2Charles Schwab→
B53CANNON WEALTH MANAGEMENT SERVICES, LLC
CRD 323302
NC$245.2M5Charles Schwab→
B53EASTOVER INVESTMENT ADVISORS, LLC
CRD 150821
NC$392.3M3Charles Schwab→
B53KENNETH FRENKE & CO., INC.
CRD 109352
NC$206.5M2Charles Schwab→
B53SMITH PARTNERS WEALTH MANAGEMENT, LLC
CRD 112231
NC$196.1M9Charles Schwab→
B53MCGRATH & ASSOCIATES, INC.
CRD 121197
NC$155.9M2Charles Schwab→
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab→
B52EQV ADVISORY, LLC
CRD 338271
NC$106.8M4Charles 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→
B52AIM ADVISORS, LLC
CRD 325125
NC$158.2M3Charles Schwab→
B51PHYSICIANS FINANCIAL SERVICES, INC.
CRD 118519
NC$482.3M3Charles Schwab→
B50SABER CAPITAL MANAGEMENT LLC
CRD 166103
NC$129.3M1Charles Schwab→
B50FPF FA L.L.C.
CRD 311329
NC$181.3M1Charles Schwab→
C50SHAH CAPITAL MANAGEMENT, INC
CRD 133941
NC$768.0M1Charles Schwab→
C50CCM INVESTMENT ADVISERS, LLC
CRD 105743
SC$1.55B8Charles Schwab→
C49OCEANSIDE ADVISORS LLC
CRD 170307
SC$191.3M4Charles Schwab→
C49METIS WEALTH MANAGEMENT & PLANNING LLC
CRD 305086
SC$114.9M2Charles Schwab→
C49HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC
CRD 323171
NC$119.6M2Charles Schwab→
C49HILTON HEAD FINANCIAL ADVISORS, INC.
CRD 140249
SC$375.1M1Charles Schwab→
C48CHARLESTON FINANCIAL ADVISORS, LLC
CRD 137536
SC$262.4M2Charles Schwab→
C48TRIANGLE SECURITIES WEALTH MANAGEMENT, INC
CRD 148156
NC$1.29B9Charles Schwab→