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154 firms
ActiveState: MN×Custodian: Fidelity×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A78TOTAL WEALTH ADVISORS, LLC
CRD 164633
MN$107.2M2Charles Schwab→
A75BANNERSTONE CAPITAL MANAGEMENT, LLC
CRD 147447
MN$155.3M3Charles Schwab→
A75FBD ASSET MGMT, LLC
CRD 307216
MN$76.8M1Charles Schwab→
A75TROTT BROOK FINANCIAL, INC.
CRD 290962
MN$120.5M1Fidelity→
A73TEALWOOD ASSET MANAGEMENT INC
CRD 105245
MN$365.4M5Charles Schwab→
A71LEGACY FINANCIAL ADVISORS CORPORATION
CRD 115384
MN$317.7M2Charles Schwab→
A71ENCORE WEALTH ADVISORS, LLC
CRD 336566
MN$121.7M1Charles Schwab→
B64SOMERSET GROUP LLC
CRD 160282
MN$145.6M3Charles Schwab→
B63S CAPITAL WEALTH ADVISORS, LLC
CRD 172591
MN$127.5M3Charles Schwab→
B61STEVENS, FOSTER FINANCIAL SERVICES, INC.
CRD 115752
MN$750.4M5Charles Schwab→
B61NORTH AMERICAN WEALTH ADVISORS INC.
CRD 297057
MN$237.3M1Charles Schwab→
B61GEN FINANCIAL MANAGEMENT INC.
CRD 110179
MN$331.8M4Charles Schwab→
B59LIFEPLAN FINANCIAL, LLC
CRD 136981
MN$141.0M2Charles Schwab→
B59MWM WEALTH ADVISORY, LLC
CRD 287705
MN$129.9M1Charles Schwab→
B58DEDEKER FINANCIAL, LLC
CRD 325537
MN$165.5M3Fidelity→
B57KEYSTONE WEALTH ADVISORS, INCORPORATED
CRD 153418
MN$191.4M3Charles Schwab→
B57ALL STAR FINANCIAL LLC
CRD 323765
MN$881.7M5Charles Schwab→
B57TRADEMARK FINANCIAL MANAGEMENT, LLC
CRD 116543
MN$293.4M2Charles Schwab→
B54WHITE OAKS WEALTH ADVISORS, INC.
CRD 173522
MN$618.3M2Charles Schwab→
B54WOLD FINANCIAL GROUP LLC
CRD 316409
MN$182.5M3Charles Schwab→
B52MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
CRD 297716
MN$198.9M1Charles Schwab→
B52PALISADE ASSET MANAGEMENT, LLC
CRD 136089
MN$1.27B7Charles Schwab→
B52PALADIN WEALTH, LLC
CRD 288387
MN$196.2M7Charles Schwab→
B51MURPHY POHLAD ASSET MANAGEMENT LLC
CRD 109973
MN$639.7M4Charles Schwab→
B50CAPITAL MANAGEMENT ASSOCIATES INC
CRD 105010
MN$1.88B15Charles Schwab→
B50ADVANCED ADVISOR GROUP, LLC
CRD 140393
MN$10.9M50Fidelity→
B50PEAK FINANCIAL CONSULTING, INC.
CRD 291860
MN$132.3M2Charles Schwab→
B50ADVISORNET FINANCIAL, INC.
CRD 113074
MN$3.15B50Charles Schwab→
C49WHITE PINE CAPITAL LLC
CRD 108417
MN$430.6M4Charles Schwab→
C49GTS FINANCIAL, LLC
CRD 310222
MN$169.9M3Charles Schwab→
C49ALLODIUM INVESTMENT CONSULTANTS, LLC
CRD 135812
MN$576.8M5Charles Schwab→
C48PHILLIP JAMES CONSULTING CO.
CRD 168228
MN$222.1M2Charles Schwab→
C48KURE ADVISORY, LLC
CRD 311320
MN$259.0M6Charles Schwab→
C48VESTMENT FINANCIAL LLC
CRD 168771
MN$304.3M13Charles Schwab→
C48MURRAY FINANCIAL GROUP, LLC
CRD 157626
MN$1.55B12Charles Schwab→
C47STAR CAPITAL INC.
CRD 171057
MN$143.6M6Charles Schwab→
C47WEBB ADVISORS INCORPORATED
CRD 106617
MN$397.2M3Charles Schwab→
C47MARKS GROUP WEALTH MANAGEMENT, INC.
CRD 148679
MN$2.02B9Charles Schwab→
C47ASSURED RETIREMENT FINANCIAL GROUP, INC.
CRD 179516
MN$241.0M4Charles Schwab→
C46SECURED RETIREMENT ADVISORS, LLC
CRD 144239
MN$255.1M4Charles Schwab→
C46ULLAND INVESTMENT ADVISORS, LLC
CRD 109610
MN$442.9M3Charles Schwab→
C46CONTEGO CAPITAL GROUP, INC.
CRD 128518
MN$88.0M9Fidelity→
C46KNOX AVENUE FINANCIAL CORP.
CRD 289094
MN$144.7M1Charles Schwab→
C45PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
CRD 117962
MN$2.03B17Charles Schwab→
C45INTELLIGENT FINANCIAL STRATEGIES, LLC
CRD 108048
MN$242.0M1Charles Schwab→
C44SNS FINANCIAL GROUP, LLC
CRD 152667
MN$1.64B25Charles Schwab→
C44LARAWAY FINANCIAL ADVISORS, INC.
CRD 114674
MN$351.5M7Charles Schwab→
C44QUANTITATIVE ASSET MANAGEMENT, LLC
CRD 143279
MN$187.4M2Charles Schwab→
C42DOUGHERTY WEALTH ADVISERS LLC
CRD 143138
MN$505.4M3Fidelity→
C42MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC
CRD 129963
MN$1.10B3Charles Schwab→