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174 firms
ActiveState: IA×State: TN×Custodian: Fidelity×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90CARMICHAEL CAPITAL, INC.
CRD 118468
TN$126.6M1Charles Schwab→
A77BARNETT & CO INC
CRD 105867
TN$142.0M3Charles Schwab→
A75ERISA ADVISERS, INC.
CRD 170487
TN$187.1M1Charles Schwab→
A66BRADFORD FINANCIAL CENTER
CRD 110953
IA$229.7M8Charles Schwab→
A65SAGE INVESTMENT COUNSEL LLC
CRD 116907
TN$164.6M4Charles Schwab→
A65ACADIA LEGACY GROUP, LLC
CRD 291481
IA$133.2M1Charles Schwab→
A65SMITH & CO ADVISORY LLC
CRD 333042
TN$118.5M1Charles Schwab→
B64ADDITIVE ADVISORY PBC
CRD 283979
TN$140.9M1Charles Schwab→
B63DIVERSIFIED PARTNERS INC
CRD 109570
TN$155.1M—Fidelity→
B63TUVE INVESTMENT MANAGEMENT, INC.
CRD 226702
IA$147.7M2Charles Schwab→
B61PRIVATE WEALTH MANAGEMENT, INC.
CRD 120823
TN$832.5M2Charles Schwab→
B61STONEFIELD INVESTMENT ADVISORY, INC.
CRD 113802
IA$120.3M1Charles Schwab→
B61BRANDON FINANCIAL PLANNING, INC.
CRD 110267
TN$434.9M2Charles Schwab→
B60GHE, LLC
CRD 125245
TN$252.6M3Charles Schwab→
B60ALDEBARAN FINANCIAL INC
CRD 105741
TN$222.8M3Charles Schwab→
B59KEYSTONE WEALTH MANAGEMENT INC.
CRD 304133
IA$137.4M1Charles Schwab→
B57WEITZEL FINANCIAL SERVICES, INC.
CRD 27346
IA$327.8M7Charles Schwab→
B57TFP MANAGEMENT, LLC
CRD 313543
IA$273.0M3Charles Schwab→
B57INVESTMENT CONSULTING GROUP INC
CRD 106967
IA$2.84B2Charles Schwab→
B57CAMPBELL ASSET MANAGEMENT, LLC
CRD 125052
TN$146.0M3Charles Schwab→
B57BROOKS, MOORE & ASSOCIATES, INC.
CRD 105716
TN$348.9M3Charles Schwab→
B55COSEY FINANCIAL SERVICES, INC.
CRD 140175
TN$123.7M3Charles Schwab→
B54DORIAN EASON ASSET MANAGEMENT, LLC
CRD 113724
TN$27.1M1Charles Schwab→
B53JEFFERSON BRIDGE CAPITAL, LLC
CRD 325636
TN$146.2M3Charles Schwab→
B53THE NALLS SHERBAKOFF GROUP, LLC
CRD 168239
TN$337.1M3Charles Schwab→
B53BLONG FINANCIAL, LLC
CRD 164746
TN$202.0M2Charles Schwab→
B53W ADVISORS LLC
CRD 168452
TN$244.9M2Charles Schwab→
B53IOWA WEALTH MANAGEMENT, LLC
CRD 286435
IA$123.9M2Charles Schwab→
B53COORDINATED WEALTH MANAGEMENT, L.L.C.
CRD 141348
TN$113.9M1Charles Schwab→
B52WEALTH ADVISORS GROUP, LLC
CRD 291648
IA$278.5M2Charles Schwab→
B51LECONTE WEALTH MANAGEMENT, LLC
CRD 168539
TN$346.8M7Charles Schwab→
B50FORREST FINANCIAL SERVICES L.L.C.
CRD 117546
IA$154.0M2Charles Schwab→
C50LEGACY WEALTH MANAGEMENT INC
CRD 108619
TN$2.66B16Charles Schwab→
C49GUNCHEON FINANCIAL LLC
CRD 277091
IA$146.2M5Charles Schwab→
C49EN ENTERPRISES, LLC
CRD 337964
IA$142.7M1Charles Schwab→
C49HMS CAPITAL MANAGEMENT, LLC
CRD 149764
TN$281.9M6Charles Schwab→
C48WATER VALLEY INVESTMENT ADVISORS, INC.
CRD 116936
IA$157.2M3Charles Schwab→
C48FRAZEE INVESTMENT CONSULTING, INC.
CRD 123662
TN$195.5M5Charles Schwab→
C48BOYLE CAPITAL MANAGEMENT, L.L.C.
CRD 132416
IA$342.0M4Charles Schwab→
C48PHAROS CAPITAL GROUP, LLC
CRD 158849
TN$629.6M—Fidelity→
C48ANCHOR HEALTH CAPITAL, LLC
CRD 309949
TN$166.0M—Fidelity→
C47TRUEHAVEN CAPITAL, LLC
CRD 332005
TN$62.3M2Charles Schwab→
C45SHAYNE & JACOBS, LLC
CRD 109423
TN$429.5M2Charles Schwab→
C45TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC.
CRD 113586
TN$277.3M1Charles Schwab→
C45TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
CRD 149101
TN$314.2M—Fidelity→
C45MIDWESTERN FINANCIAL, LLC
CRD 270022
IA$172.8M3Charles Schwab→
C44MCBREARTY CAPITAL MANAGEMENT INC
CRD 108972
TN$279.7M2Charles Schwab→
C44EFINANCIAL ALLIANCE, LLC
CRD 161352
TN$291.9M4Charles Schwab→
C44J. MARK NICKELL & CO.
CRD 111635
TN$146.4M3Charles Schwab→
C44DELTA ASSET MANAGEMENT, LLC
CRD 113688
TN$1.53B6Charles Schwab→