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427 firms
ActiveState: SC×State: WI×State: IN×State: OH×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A85STAN EVANS FINANCIAL PLANNING, LLC
CRD 164320
OH$122.0M—Charles Schwab→
A78ALAN B. LANCZ & ASSOCIATES, INC.
CRD 105363
OH$175.4M1Charles Schwab→
A75LIVELSBERGER, LYNN LOUIS
CRD 117665
OH$176.4M1Charles Schwab→
A75THE WEALTH ADVANTAGE GROUP, INC.
CRD 122231
OH$146.4M2Charles Schwab→
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A73SUMMIT FINANCIAL ADVISORS, INC.
CRD 145007
OH$199.4M5Charles Schwab→
A72APPALACHIAN CAPITAL MANAGEMENT LTD
CRD 120038
OH$175.3M2Charles Schwab→
A72JCT INVESTMENT COUNSEL, INC.
CRD 112571
OH$129.1M1Charles Schwab→
A72M3 WEALTH MANAGEMENT, LLC
CRD 335612
OH$160.2M2Charles Schwab→
A70NYE WEALTH MANAGEMENT LLC
CRD 170415
OH$107.7M—Charles Schwab→
A70LESJAK PLANNING, LLC
CRD 110090
OH$396.0M5Charles Schwab→
A70MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD 106288
WI$252.3M3Charles Schwab→
A69CHAPMAN & CHAPMAN ADVISORS LLC
CRD 122655
OH$145.6M2Charles Schwab→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A68CAPITAL WEALTH ADVISORS, LTD.
CRD 155263
WI$126.1M1Charles Schwab→
A67FINANCIAL SERVICE GROUP INC
CRD 107893
WI$215.0M3Charles Schwab→
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab→
A65MCKINLEY MONEY, LLC
CRD 145571
WI$163.7M2Charles Schwab→
A65SCHMITT WEALTH ADVISERS, CORP.
CRD 174958
OH$135.0M2Charles Schwab→
A65POLARIS FINANCIAL PARTNERS, LLC
CRD 299258
OH$226.0M2Charles Schwab→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab→
B64VAWTER FINANCIAL LTD
CRD 108830
OH$394.4M4Charles Schwab→
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab→
B63AMERICAN INVESTMENT ADVISORS INC
CRD 104579
WI$137.9M—Charles Schwab→
B62CENTRAL WEALTH MANAGEMENT LLC
CRD 293172
WI$136.8M1Charles Schwab→
B62RICHWOOD INVESTMENT ADVISORS, LLC
CRD 153550
OH$155.1M1Charles Schwab→
B62BREAKTHRU ADVISORY SERVICES, LLC
CRD 332173
WI$125.7M1Charles Schwab→
B61REVIEW SERVICES INC
CRD 110277
WI$227.4M3Charles Schwab→
B61ELITE RETIREMENT GROUP, INC.
CRD 312178
WI$168.4M—Charles Schwab→
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab→
B61STRATEGIC PLANNING, INC.
CRD 139648
OH$376.6M1Charles Schwab→
B61RIA SERVICES, LLC
CRD 281520
WI$276.1M2Charles Schwab→
B59FINANCIAL COUNSELING, INC.
CRD 119969
OH$100.1M3Charles Schwab→
B59MONETARY SOLUTIONS, LTD.
CRD 121217
OH$139.7M3Charles Schwab→
B59SUMMIT WEALTH MANAGEMENT LLC
CRD 226722
OH$120.1M2Charles Schwab→
B58BANKER INVESTMENT GROUP INC
CRD 109650
IN$260.2M2Charles Schwab→
B58SKA FINANCIAL SERVICES,INC.
CRD 107348
OH$159.1M1Charles Schwab→
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab→
B58INFINITY WEALTH COUNSEL, LLC
CRD 171959
OH$151.9M2Charles Schwab→
B58SIGNATURE EQUITY PARTNERS, LLC
CRD 327455
OH$330.6M31Charles Schwab→
B57DEMMING FINANCIAL SERVICES CORP.
CRD 120106
OH$675.7M5Charles Schwab→
B57WINDWARD WEALTH STRATEGIES, INC.
CRD 175126
WI$251.2M2Charles Schwab→
B57WARNKE/NICHOLS LTD.
CRD 112181
WI$160.0M2Charles Schwab→
B57FIRST MASON FINANCIAL, LLC
CRD 145025
OH$185.7M1Charles Schwab→
B57FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC
CRD 291484
OH$193.4M2Charles Schwab→
B56SPYGLASS INVESTMENT MANAGEMENT CORPORATION
CRD 122594
IN$156.4M3Charles Schwab→
B56ELITE WEALTH MANAGEMENT, INC.
CRD 333159
WI$161.4M4Charles Schwab→
B55FINANCIAL STRATEGIES, INC.
CRD 113097
WI$149.8M10Charles Schwab→
B55BOARDWALK FINANCIAL STRATEGIES LLC
CRD 165048
WI$197.6M3Charles Schwab→