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465 firms
ActiveState: TX×State: KS×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A78SCHWARZ INVESTMENT PARTNERS
CRD 113556
KS$184.9M2Charles Schwab→
A76PORTFOLIO MANAGEMENT, LLC
CRD 107129
TX$151.9M2Charles Schwab→
A75MILLER GLOBAL INVESTMENTS, L.L.C.
CRD 114683
TX$199.4M2Charles Schwab→
A72PINGORA PARTNERS LLC
CRD 148262
TX$199.4M1Charles Schwab→
A71VANN EQUITY MANAGEMENT LLC
CRD 174239
TX$231.2M6Charles Schwab→
A70DIESSLIN GROUP, INC.
CRD 110557
TX$696.3M5Charles Schwab→
A67RPS RETIREMENT PLAN ADVISORS
CRD 319220
TX$336.3M4Charles Schwab→
A66BIRNAM WOOD CAPITAL, LLC
CRD 269897
TX$106.1M1Charles Schwab→
A65MONEY MANAGERS, INC.
CRD 104529
TX$146.6M3Charles Schwab→
B64FOUNDERS CAPITAL MANAGEMENT INC
CRD 111164
TX$281.8M3Charles Schwab→
B64CARGILE INVESTMENT MANAGEMENT, INC.
CRD 116982
TX$394.6M3Charles Schwab→
B61PUTTERMAN, DEAN ELIOT
CRD 111779
TX$324.5M—Charles Schwab→
B61PROVIDENCE FINANCIAL ADVISORS, LLC
CRD 124839
KS$428.1M4Charles Schwab→
B61CERTIFIED FINANCIAL STRATEGIES CORPORATION
CRD 114361
TX$133.3M2Charles Schwab→
B61CAPITAL ADVISORY GROUP, INC.
CRD 114539
TX$224.9M2Charles Schwab→
B61BISON INVESTMENT ADVISORS, LLC
CRD 149775
TX$157.5M3Charles Schwab→
B61FAMILY DYNASTY ADVISORS LLC
CRD 297082
TX$52.3M2Charles Schwab→
B61MN WEALTH ADVISORS, LLC
CRD 322617
KS$394.2M3Charles Schwab→
B60M & A CONSULTING GROUP, LLC
CRD 286078
TX$155.4M2Charles Schwab→
B59D.H. HILL ADVISORS, INC.
CRD 116324
TX$226.4M18Charles Schwab→
B59PIVOT POINT ADVISORS, LLC
CRD 130562
TX$141.7M2Charles Schwab→
B59DAVIS FINANCIAL MANAGEMENT, INC.
CRD 143410
KS$144.6M1Charles Schwab→
B59FOGARTY WEALTH MANAGEMENT, INC.
CRD 283998
TX$135.3M1Charles Schwab→
B58TKC WEALTH MANAGEMENT LLC
CRD 158498
TX$138.6M5Charles Schwab→
B58EFS ASSET MANAGEMENT LLC
CRD 106184
TX$70.0M1Charles Schwab→
B58J.K. FINANCIAL, INC.
CRD 114929
TX$195.8M2Charles Schwab→
B58MERCANTILE ADVISORS I, LLC
CRD 165094
TX$146.0M2Charles Schwab→
B57FRUTH INVESTMENT MANAGEMENT
CRD 107273
TX$417.8M3Charles Schwab→
B57LEGACY CG LLC
CRD 108541
TX$378.6M4Charles Schwab→
B56ADVISORS CRYPTO, INC.
CRD 109201
TX$11.2M—Charles Schwab→
B56FULCRUM EQUITY MANAGEMENT, LLC
CRD 159099
TX$192.8M4Charles Schwab→
B56SPRINGVEST WEALTH MANAGEMENT, LLC
CRD 329297
TX$236.6M4Charles Schwab→
B55INTEGRATED WEALTH STRATEGIES, LLC
CRD 155254
TX$151.7M2Charles Schwab→
B55BIRD ROCK ASSET MANAGEMENT, LP.
CRD 138872
TX$146.3M6Charles Schwab→
B55PRECEDENT WEALTH PARTNERS, LLC
CRD 325203
TX$685.0M18Charles Schwab→
B55ARGENT WEALTH MANAGEMENT, INC.
CRD 135376
TX$172.4M2Charles Schwab→
B55TURNER CAPITAL INVESTMENTS, LLC
CRD 146134
TX$107.2M3Charles Schwab→
B55PROACTIVE CAPITAL MANAGEMENT, INC.
CRD 297791
KS$170.7M2Charles Schwab→
B55CHARIS LEGACY PARTNERS, LLC
CRD 311968
TX$132.7M1Charles Schwab→
B54PACIFIC STRATEGIC MANAGEMENT, LP
CRD 127990
TX$426.5M1Charles Schwab→
B54REDSTONE ADVISORS INC
CRD 107699
KS$490.6M5Charles Schwab→
B54FINANCIAL LIFE ADVISORS LLC
CRD 128502
TX$366.3M6Charles Schwab→
B54CYPRESS ASSET MANAGEMENT INC
CRD 106593
TX$455.8M3Charles Schwab→
B54KOPION ASSET MANAGEMENT, LLC
CRD 152693
TX$142.6M2Charles Schwab→
B54APPLEWHITE FINANCIAL PLANNING, PLLC
CRD 169799
TX$153.1M2Charles Schwab→
B54FORT ADVISORS INC
CRD 299243
TX$146.3M3Charles Schwab→
B54PLANNING WORKS ADVISORY, INC.
CRD 317834
TX$199.8M4Charles Schwab→
B54KONZA GLOBAL ADVISORY, LLC
CRD 331692
KS$125.2M2Charles Schwab→
B54ROGERS WEALTH GROUP, INC.
CRD 107409
TX$1.04B8Charles Schwab→
B53HOURGLASS CAPITAL, LLC
CRD 147754
TX$768.9M2Charles Schwab→