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378 firms
ActiveState: NJ×State: UT×State: MA×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A76CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
CRD 107865
NJ$107.9M1Charles Schwab→
A75INVESTMENT MANAGEMENT TRUST, LLC
CRD 129456
MA$123.5M1Charles Schwab→
A75FMA WEALTH MANAGEMENT, LLC
CRD 313049
MA$174.0M1Charles Schwab→
A75GLOBAL WEALTH MANAGEMENT, LLC
CRD 153677
NJ$245.7M3Charles Schwab→
A72DELTA CAPITAL MANAGEMENT LLC
CRD 106248
NJ$240.2M1Charles Schwab→
A72STAWNYCHY FINANCIAL SERVICES, INC.
CRD 128859
NJ$131.2M1Charles Schwab→
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab→
A71AURORA PRIVATE WEALTH, INC.
CRD 281604
NJ$374.0M21Charles Schwab→
A70REDWOOD WEALTH MANAGEMENT GROUP, LLC
CRD 281741
NJ$317.2M—Charles Schwab→
A69ALBERT D MASON INC
CRD 107412
MA$210.6M4Charles Schwab→
A69RADIUS WEALTH MANAGEMENT, INC.
CRD 168159
MA$158.7M2Charles Schwab→
A68OMEGA CAPITAL MANAGEMENT,LLC
CRD 129167
NJ$139.7M1Charles Schwab→
A68TIMBUKTU CAPITAL MANAGEMENT, LLC
CRD 131084
MA$98.6M1Charles Schwab→
A67CARNEGIE LAKE ADVISORS LLC
CRD 330024
NJ$403.0M7Charles Schwab→
A66PARK STATE ASSET MANAGEMENT LLC
CRD 336573
MA$192.4M4Charles Schwab→
A66NEEDHAM R B ADVISORY CORP
CRD 105378
MA$102.4M1Charles Schwab→
A66WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
CRD 279034
NJ$115.3M2Charles Schwab→
A66LONE PEAK ADVISERS, LLC
CRD 296772
UT$125.4M8Charles Schwab→
A65BOYD FINANCIAL STRATEGIES, INC.
CRD 107505
MA$139.6M3Charles Schwab→
A65SUCCESSFUL MONEY STRATEGIES INC
CRD 109829
MA$227.1M1Charles Schwab→
A65SACKS & ASSOCIATES, LLC
CRD 174909
NJ$212.8M3Charles Schwab→
A65FAMILY PARTNERS CAPITAL, LLC
CRD 304176
MA$92.3M2Charles Schwab→
B64IRONWOOD INVESTMENT MANAGEMENT, LLC
CRD 108467
MA$278.2M2Charles Schwab→
B64PRESTIGE WEALTH SERVICES GROUP, INC.
CRD 166641
NJ$175.2M4Charles Schwab→
B64FAIRFIELD FINANCIAL ADVISORS LTD
CRD 106408
MA$333.2M2Charles Schwab→
B62SAVIOR LLC
CRD 299178
MA$140.2M5Charles Schwab→
B62TC FINANCIAL MANAGEMENT, CO. INC.
CRD 128967
NJ$122.7M2Charles Schwab→
B62BETRO MILESZKO & COMPANY, LLC
CRD 145184
MA$144.8M2Charles Schwab→
B61KEELER THOMAS MANAGEMENT LLC
CRD 109522
UT$305.5M5Charles Schwab→
B61PROFICIENT WEALTH COUNSELORS, LLC
CRD 152640
MA$146.9M1Charles Schwab→
B61LANDMARK WEALTH ADVISORS, LLC
CRD 166989
UT$135.9M2Charles Schwab→
B61BLUEBIRD WEALTH MANAGEMENT LLC
CRD 293420
MA$154.0M3Charles Schwab→
B59PARADIGM WEALTH ADVISORY LLC
CRD 283120
NJ$201.2M7Charles Schwab→
B59KENSINGTON FINANCIAL ADVISORS LLC
CRD 136346
NJ$159.9M2Charles 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→
B58WOLFSTICH CAPITAL, LLC
CRD 146026
MA$162.1M1Charles Schwab→
B58CONSTANT GUIDANCE FINANCIAL, LLC
CRD 172612
MA$198.0M1Charles Schwab→
B57AEQUITAS INVESTMENT ADVISORS, LLC
CRD 127625
MA$826.1M5Charles Schwab→
B57LTG CAPITAL LLC
CRD 128216
MA$142.2M3Charles Schwab→
B57PRESTIGE WEALTH MANAGEMENT GROUP, LLC
CRD 127381
NJ$666.4M5Charles Schwab→
B57WEST BRANCH CAPITAL LLC
CRD 133813
MA$690.1M4Charles Schwab→
B57MERIDIAN FINANCIAL, LLC
CRD 119679
MA$283.9M2Charles Schwab→
B57MULLOOLY ASSET MANAGEMENT, INC.
CRD 121184
NJ$455.6M4Charles Schwab→
B56AG FINANCIAL, LLC
CRD 140226
UT$103.5M2Charles Schwab→
B56SOUTH SHORE CAPITAL ADVISORS, LLC
CRD 142915
MA$272.8M3Charles Schwab→
B56PARAGON CAPITAL MANAGEMENT INC
CRD 105962
UT$153.4M3Charles Schwab→
B55GUARDIAN WEALTH MANAGEMENT, LLC
CRD 146923
UT$174.8M3Charles Schwab→
B55BPP WEALTH SOLUTIONS, LLC
CRD 166962
NJ$247.3M4Charles Schwab→