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81 firms
ActiveState: UT×Custodian: Fidelity×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab→
A66LONE PEAK ADVISERS, LLC
CRD 296772
UT$125.4M8Charles Schwab→
B61KEELER THOMAS MANAGEMENT LLC
CRD 109522
UT$305.5M5Charles Schwab→
B61LANDMARK WEALTH ADVISORS, LLC
CRD 166989
UT$135.9M2Charles Schwab→
B56SEVEN CANYONS ADVISORS, LLC
CRD 290334
UT$90.0M4Fidelity→
B56AG FINANCIAL, LLC
CRD 140226
UT$103.5M2Charles Schwab→
B56PARAGON CAPITAL MANAGEMENT INC
CRD 105962
UT$153.4M3Charles Schwab→
B55GUARDIAN WEALTH MANAGEMENT, LLC
CRD 146923
UT$174.8M3Charles Schwab→
B55LARSEN, GLEN ALLEN
CRD 118496
UT$146.6M—Charles Schwab→
B51NORTH CAPITAL, INC.
CRD 148802
UT$292.6M11Charles Schwab→
B51CACHETECH INC.
CRD 327688
UT$547.4M3Charles Schwab→
B51FINANCIAL NETWORK WEALTH ADVISORS LLC
CRD 318842
UT$515.4M6Charles Schwab→
B51COIGN CAPITAL ADVISORS LLC
CRD 171306
UT$472.9M7Charles Schwab→
B50CANNON CAPITAL MANAGEMENT, INC.
CRD 144247
UT$386.1M3Charles Schwab→
C50ALTA CAPITAL MANAGEMENT LLC
CRD 106786
UT$1.60B12Charles Schwab→
C50JACOBSEN CAPITAL MANAGEMENT, LLC
CRD 116085
UT$562.9M3Charles Schwab→
C49SORENSON IMPACT ADVISORY, LLC
CRD 324124
UT$255.1M1Fidelity→
C49NAVIGATE FINANCIAL LLC
CRD 325945
UT$337.9M2Charles Schwab→
C47SUN FINANCIAL, INC.
CRD 333404
UT$217.5M3Charles Schwab→
C47DIAMOND WEALTH MANAGEMENT, LLC
CRD 288603
UT$212.0M6Charles Schwab→
C45JACOBS EQUITY
CRD 147725
UT$133.2M3Charles Schwab→
C44ABG CONSULTANTS, LLC
CRD 131129
UT$697.4M4Charles Schwab→
C44PROSPER WEALTH SOLUTIONS, LLC
CRD 311144
UT$58.2M5Charles Schwab→
C44PRESTIGE WEALTHWIDE, LLC
CRD 321789
UT$198.5M2Charles Schwab→
C43ACCUVEST GLOBAL ADVISORS, INC.
CRD 134096
UT$630.5M4Charles Schwab→
C43STONEBRIAR WEALTH, LLC
CRD 327618
UT$139.0M4Fidelity→
C42LIVET WEALTH, LLC
CRD 337826
UT$322.2M3Charles Schwab→
C42SEPIO CAPITAL, LP
CRD 285645
UT$5.64B18Fidelity→
C42THE NORDEN GROUP LLC
CRD 323988
UT$1.97B22Charles Schwab→
C41LEFAVI WEALTH MANAGEMENT, INC.
CRD 104961
UT$445.0M3Charles Schwab→
C41ASHWORTH WEALTH, LLC
CRD 116950
UT$377.8M5Charles Schwab→
C41CYNOSURE PORTFOLIO ADVISORS LLC
CRD 337747
UT$5.8M6Charles Schwab→
C41TETON WEALTH GROUP LLC
CRD 311230
UT$204.0M7Fidelity→
C40PETERSON WEALTH ADVISORS, LLC
CRD 146349
UT$829.7M13Charles Schwab→
C39COLAB CAPITAL, LLC
CRD 338182
UT$1.4M1Charles Schwab→
C39MEDICUS WEALTH PLANNING, INC.
CRD 282904
UT$160.8M4Fidelity→
C39NAVIGATE PRIVATE WEALTH, LLC
CRD 170774
UT$529.2M7Fidelity→
C39THE PROFESSIONAL FINANCIAL COMPANY LLC
CRD 286419
UT$246.1M4Charles Schwab→
C38STRATEGIC PLANNING GROUP, LLC
CRD 113844
UT$910.3M13Charles Schwab→
C38REACH WEALTH MANAGEMENT LLC
CRD 333710
UT$184.7M5Charles Schwab→
C38IRON GATE GLOBAL ADVISORS, LLC
CRD 111177
UT$1.32B7Charles Schwab→
C37AQUIRE WEALTH ADVISORS, LLC
CRD 149559
UT$504.0M10Charles Schwab→
C36NET WORTH ADVISORY GROUP, LLC
CRD 126983
UT$838.4M20Fidelity→
C36REFINED WEALTH MANAGEMENT
CRD 169563
UT$210.9M5Charles Schwab→
C35SUMMIT GLOBAL INVESTMENTS, LLC
CRD 157091
UT$2.29B50Charles Schwab→
C35ATHOS PRIVATE WEALTH LLC
CRD 309862
UT$268.5M4Charles Schwab→
C33PROVIDENT LIVING FINANCIAL SERVICES, INC.
CRD 282665
UT$158.1M3Charles Schwab→
C33ECHELONS CAPITAL, LLC
CRD 325781
UT$174.4M2Charles Schwab→
C33CANNON TINGEY INVESTMENT ADVISORS INC
CRD 107539
UT$477.7M2Charles Schwab→
C33YOUR IA, LLC
CRD 338535
UT$106.6M21Charles Schwab→