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317 firms
ActiveState: NJ×State: CO×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A87LARIMER CAPITAL CORP
CRD 18189
CO$169.9M2Charles Schwab→
A79MUTUAL FUND PROTECTION SERVICE
CRD 115961
CO$102.0M1Charles Schwab→
A76INTEGRA FINANCIAL, INC.
CRD 113422
CO$123.4M4Charles Schwab→
A76CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
CRD 107865
NJ$107.9M1Charles Schwab→
A75GLOBAL WEALTH MANAGEMENT, LLC
CRD 153677
NJ$245.7M3Charles Schwab→
A72DELTA CAPITAL MANAGEMENT LLC
CRD 106248
NJ$240.2M1Charles Schwab→
A72CORNERSTONE INVESTMENT ADVISORS, LLC
CRD 116447
CO$180.8M2Charles Schwab→
A72STAWNYCHY FINANCIAL SERVICES, INC.
CRD 128859
NJ$131.2M1Charles Schwab→
A71AURORA PRIVATE WEALTH, INC.
CRD 281604
NJ$374.0M21Charles Schwab→
A70REDWOOD WEALTH MANAGEMENT GROUP, LLC
CRD 281741
NJ$317.2M—Charles Schwab→
A68OMEGA CAPITAL MANAGEMENT,LLC
CRD 129167
NJ$139.7M1Charles Schwab→
A68ZIDEL FINANCIAL, INC.
CRD 135047
CO$159.6M1Charles Schwab→
A67CARNEGIE LAKE ADVISORS LLC
CRD 330024
NJ$403.0M7Charles Schwab→
A67BRUCE G. ALLEN INVESTMENTS, LLC
CRD 287859
CO$258.1M2Charles Schwab→
A66AGEMY WEALTH ADVISORS, LLC
CRD 218512
CO$130.5M3Charles Schwab→
A66WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
CRD 279034
NJ$115.3M2Charles Schwab→
A65PEAK CAPITAL MANAGEMENT, LLC
CRD 141488
CO$165.2M4Charles Schwab→
A65HINCHLEY ADVISORY GROUP, LLC
CRD 157860
CO$193.1M1Charles Schwab→
A65SACKS & ASSOCIATES, LLC
CRD 174909
NJ$212.8M3Charles Schwab→
A65GILPIN WEALTH MANAGEMENT LLC
CRD 311336
CO$227.2M4Charles Schwab→
B64PRESTIGE WEALTH SERVICES GROUP, INC.
CRD 166641
NJ$175.2M4Charles Schwab→
B62ATHENAINVEST ADVISORS LLC
CRD 146224
CO$80.4M4Charles Schwab→
B62TC FINANCIAL MANAGEMENT, CO. INC.
CRD 128967
NJ$122.7M2Charles Schwab→
B62TNL ASSET MANAGEMENT LLC
CRD 137419
CO$139.3M1Charles Schwab→
B62SILVERPEAK WEALTH ADVISORS, LLC
CRD 170732
CO$177.4M2Charles Schwab→
B61ALTIUS FINANCIAL, INC.
CRD 113268
CO$212.2M3Charles Schwab→
B61RED MOUNTAIN FINANCIAL, LLC
CRD 277100
CO$184.4M—Charles Schwab→
B59CONSILIUM, LLC
CRD 304503
CO$215.0M1Charles Schwab→
B59PARADIGM WEALTH ADVISORY LLC
CRD 283120
NJ$201.2M7Charles Schwab→
B59PEACE OF MIND FINANCIAL, INC
CRD 289067
CO$123.6M2Charles Schwab→
B59KENSINGTON FINANCIAL ADVISORS LLC
CRD 136346
NJ$159.9M2Charles Schwab→
B59COHESION WEALTH MANAGEMENT, LLC
CRD 308980
CO$171.0M4Charles Schwab→
B58CORRADO ADVISORS, LLC
CRD 111721
NJ$252.8M6Charles Schwab→
B58ALTMAN INVESTMENT MANAGEMENT LLC
CRD 113832
NJ$119.9M6Charles Schwab→
B58WOLOSHIN INVESTMENT MANAGEMENT, LLC
CRD 132346
NJ$180.4M3Charles Schwab→
B58FIT ASSET MANAGEMENT, LLC
CRD 281494
CO$147.4M3Charles Schwab→
B57VENTANA PRIVATE WEALTH LLC
CRD 311878
CO$158.6M2Charles Schwab→
B57PRESTIGE WEALTH MANAGEMENT GROUP, LLC
CRD 127381
NJ$666.4M5Charles Schwab→
B57MULLOOLY ASSET MANAGEMENT, INC.
CRD 121184
NJ$455.6M4Charles Schwab→
B56PEAK INVESTMENT ADVISORS, INC.
CRD 113967
CO$234.6M1Charles Schwab→
B56ICON ADVISERS, INC.
CRD 108268
CO$875.9M3Charles Schwab→
B55PALLER FINANCIAL SERVICES, INC.
CRD 161531
CO$147.9M3Charles Schwab→
B55BPP WEALTH SOLUTIONS, LLC
CRD 166962
NJ$247.3M4Charles Schwab→
B55SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
CRD 298315
NJ$454.2M5Charles Schwab→
B55ALPINE WEALTH ADVISORS, LLC
CRD 105433
CO$115.7M1Charles Schwab→
B55TEPLITZ FINANCIAL GROUP LLC
CRD 122038
NJ$131.7M1Charles Schwab→
B55OAK STREET INVESTMENT ADVISORS, LLC
CRD 288019
CO$125.5M1Charles Schwab→
B54NAVIGATION WEALTH MANAGEMENT, INC.
CRD 282640
CO$103.2M8Charles Schwab→
B54DOWNING STREET WEALTH MANAGEMENT LLC
CRD 152983
CO$175.6M2Charles Schwab→
B54STOLZER ROTHSCHILD LEVY LLC
CRD 169817
NJ$166.0M2Charles Schwab→