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208 firms
ActiveState: VA×State: SC×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A84BLUELIST PARTNERS, LLC
CRD 304568
VA$134.3M1Charles Schwab→
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A73ALEXANDER RANDOLPH ADVISORY INC
CRD 106024
VA$403.9M2Charles Schwab→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A68KIRK CAPITAL ADVISORS LLC
CRD 312401
VA$204.9M4Charles Schwab→
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab→
A65KORVING & COMPANY LLC
CRD 152095
VA$137.5M3Charles Schwab→
A65OCTOBER EFFECT LTD.
CRD 281369
VA$138.9M4Charles Schwab→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B64COMPREHENSIVE FINANCIAL PLANNING CORPORATION
CRD 107549
VA$263.9M3Charles Schwab→
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab→
B64XPS CAPITAL LLC
CRD 311665
VA$95.3M2Charles Schwab→
B64COURAGE MILLER PARTNERS, LLC
CRD 147360
VA$480.7M3Charles Schwab→
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab→
B61HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
CRD 116670
VA$357.2M3Charles Schwab→
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab→
B59CHARMARLINE WEALTH MANAGEMENT LLC
CRD 336719
VA$118.8M1Charles Schwab→
B58WESTBOURNE INVESTMENTS, INC.
CRD 37499
VA$276.4M5Charles Schwab→
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab→
B57WEALTHTRAK CAPITAL MANAGEMENT, L.L.C.
CRD 160057
VA$195.4M5Charles Schwab→
B55SIMA WEALTH PARTNERS, LLC
CRD 159943
VA$156.7M5Charles Schwab→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
B55CLIO ASSET MANAGEMENT LLC
CRD 298041
VA$134.5M1Charles Schwab→
B54JUNO FINANCIAL GROUP LLC
CRD 336362
VA$541.9M7Charles Schwab→
B54MORRIS & WELLS WEALTH MANAGEMENT
CRD 162411
VA$987.9M—Charles Schwab→
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab→
B54PEAKVALLEY WEALTH, LLC
CRD 165542
VA$130.3M4Charles Schwab→
B54DECISIONMAP WEALTH MANAGEMENT, LLC
CRD 328429
VA$363.4M4Charles Schwab→
B54HENDERSON FINANCIAL GROUP LLC
CRD 333013
VA$136.4M3Charles Schwab→
B54TENZING FINANCIAL LLC
CRD 335259
VA$231.1M3Charles Schwab→
B54WELLINGTON CONSULTING SERVICES INC
CRD 105837
VA$1.69B9Charles Schwab→
B53THE ITHAKA GROUP, LLC
CRD 146975
VA$572.1M3Charles Schwab→
B53WILLS FINANCIAL GROUP, LLC
CRD 334431
VA$385.7M4Charles Schwab→
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles 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→
B51REDMOND ASSET MANAGEMENT, LLC
CRD 138706
VA$537.2M2Charles Schwab→
B51BROAD RUN INVESTMENT MANAGEMENT, LLC
CRD 165067
VA$681.8M5Charles Schwab→
B50OXFORD CAPITAL MANAGEMENT, INC.
CRD 118359
VA$170.0M2Charles 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→
C49ACTS FINANCIAL ADVISORS, LLC
CRD 325930
VA$126.5M2Charles Schwab→
C49ARIA WEALTH PARTNERS, LLC
CRD 334270
VA$112.3M2Charles Schwab→
C49RIVER CRESCENT ADVISORS, LLC
CRD 334629
VA$136.8M2Charles Schwab→
C49HILTON HEAD FINANCIAL ADVISORS, INC.
CRD 140249
SC$375.1M1Charles Schwab→
C48BOWEN FINANCIAL SERVICES, LLC
CRD 116714
VA$191.0M3Charles Schwab→
C48CHARLESTON FINANCIAL ADVISORS, LLC
CRD 137536
SC$262.4M2Charles Schwab→
C488TH STREET INVESTMENTS, LLC
CRD 148727
VA$166.9M2Charles Schwab→