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117 firms
ActiveState: AL×State: UT×Custodian: Folio Institutional×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab→
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles 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→
B59SOUTHERN CAPITAL SERVICES, INC.
CRD 105582
AL$192.5M6Charles Schwab→
B57DMC GROUP, LLC
CRD 174077
AL$176.7M3Charles Schwab→
B57BHK INVESTMENT ADVISORS, LLC
CRD 140515
AL$794.1M5Charles Schwab→
B56AG FINANCIAL, LLC
CRD 140226
UT$103.5M2Charles Schwab→
B56COLARION LLC
CRD 284588
AL$188.3M3Charles Schwab→
B56PARAGON CAPITAL MANAGEMENT INC
CRD 105962
UT$153.4M3Charles Schwab→
B55GUARDIAN WEALTH MANAGEMENT, LLC
CRD 146923
UT$174.8M3Charles Schwab→
B55AULL & MONROE INVESTMENT MANAGEMENT CORP
CRD 104830
AL$323.2M4Charles Schwab→
B55LARSEN, GLEN ALLEN
CRD 118496
UT$146.6M—Charles Schwab→
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3M—Charles Schwab→
B52PEOPLE MAKE THE DIFFERENCE, INC.
CRD 159443
AL$111.6M2Charles 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→
C49HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
CRD 106454
AL$424.4M2Charles Schwab→
C49BROOKLINE INVESTMENTS, INC.
CRD 109239
AL$281.5M2Charles Schwab→
C49NAVIGATE FINANCIAL LLC
CRD 325945
UT$337.9M2Charles Schwab→
C48APPROACH RETIREMENT ADVISORS, LLC
CRD 166221
AL$227.5M2Charles Schwab→
C48TRUST ADVISORY GROUP LTD
CRD 106926
AL$313.5M20Charles Schwab→
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab→
C47SUN FINANCIAL, INC.
CRD 333404
UT$217.5M3Charles Schwab→
C47DIAMOND WEALTH MANAGEMENT, LLC
CRD 288603
UT$212.0M6Charles Schwab→
C46NAVIANT PARTNERS, LLC
CRD 339108
AL$177.3M2Charles Schwab→
C45TUCKER JR., DOUGLAS, RAY
CRD 298292
AL$339.0M3Charles Schwab→
C45JACOBS EQUITY
CRD 147725
UT$133.2M3Charles Schwab→
C45MAGNOLIA WEALTH MANAGEMENT LLC
CRD 297598
AL$183.3M2Charles Schwab→
C45BLALOCK WILLIAMS, LLC
CRD 325465
AL$242.6M2Charles Schwab→
C44ABG CONSULTANTS, LLC
CRD 131129
UT$697.4M4Charles Schwab→
C44BONAVENTURE CAPITAL, LLC
CRD 120780
AL$493.8M2Charles 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→
C42LIVET WEALTH, LLC
CRD 337826
UT$322.2M3Charles Schwab→
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→
C41WILKINS MILLER WEALTH MANAGEMENT, LLC
CRD 162222
AL$257.5M2Charles Schwab→
C41ARAGON FAMILY OFFICE LLC
CRD 337597
AL$112.0M2Charles Schwab→
C41CYNOSURE PORTFOLIO ADVISORS LLC
CRD 337747
UT$5.8M6Charles Schwab→
C41WFG CAPITAL ADVISORS, LLC
CRD 310008
AL$354.8M2Charles Schwab→