SourcingSourcing
Filters4▾
130 firms
ActiveState: IN×State: SC×Custodian: Folio Institutional×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab→
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab→
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab→
B58BANKER INVESTMENT GROUP INC
CRD 109650
IN$260.2M2Charles Schwab→
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab→
B56SPYGLASS INVESTMENT MANAGEMENT CORPORATION
CRD 122594
IN$156.4M3Charles Schwab→
B55CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680
IN$69.8M2Charles Schwab→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
B54CAPTIAL ADVISOR NETWORK
CRD 297578
IN$124.5M8Charles Schwab→
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles 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→
B50ALDEBARAN CAPITAL, LLC
CRD 122360
IN$166.9M2Charles Schwab→
B50FNEX WEALTH, LLC
CRD 334569
IN$122.3M1Charles Schwab→
B50FREEMAN, WILL & NIEMEIER, INC.
CRD 121628
IN$284.2M1Charles 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→
C49HILTON HEAD FINANCIAL ADVISORS, INC.
CRD 140249
SC$375.1M1Charles Schwab→
C48MFG WEALTH MANAGEMENT, INC.
CRD 125963
IN$130.6M3Charles Schwab→
C48CHARLESTON FINANCIAL ADVISORS, LLC
CRD 137536
SC$262.4M2Charles Schwab→
C48BEERS KIGHT FINANCIAL ADVISORS, LLC
CRD 160286
SC$179.4M1Charles Schwab→
C48CAPITAL CITIES INVESTMENTS
CRD 116185
IN$287.9M14Charles Schwab→
C48TRADEWELL SECURITIES, LLC
CRD 332473
IN$275.8M5Charles Schwab→
C48PHILLIPS FINANCIAL MANAGEMENT, LLC
CRD 131344
IN$2.64B15Charles Schwab→
C47MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD 135759
SC$225.7M3Charles Schwab→
C46KESSLER INVESTMENT GROUP, LLC
CRD 153696
IN$359.7M3Charles Schwab→
C46FORTITUDE PRIVATE WEALTH INC.
CRD 290074
IN$126.5M1Charles Schwab→
C46GAP ASSET MANAGEMENT, LLC
CRD 309925
IN$287.0M—Folio Institutional→
C45VICTORIA CAPITAL MANAGEMENT, INC.
CRD 107665
SC$305.5M3Charles Schwab→
C45SMITH FINANCIAL INVESTMENT ADVISORS, INC.
CRD 154022
IN$456.9M3Charles Schwab→
C44WALLINGTON ASSET MANAGEMENT, LLC
CRD 143360
IN$1.32B8Charles Schwab→
C44CURRY WEBB WEALTH MANAGEMENT LLC
CRD 168692
IN$332.4M5Charles Schwab→
C44HOBBS WEALTH MANAGEMENT, LLC
CRD 325374
IN$146.7M1Charles Schwab→
C43BULLOCK WEALTH MANAGEMENT GROUP INC.
CRD 283853
IN$261.4M8Charles Schwab→
C43THE WELLINGTON GRP LLC
CRD 332803
IN$473.6M10Charles Schwab→
C43APPLE TREE ASSET MANAGEMENT, LLC
CRD 298437
IN$151.9M6Charles Schwab→
C43PERMANENS CAPITAL L.P.
CRD 157476
SC$4.02B4Charles Schwab→
C42OAK ADVISORS, LLC
CRD 137192
SC$284.7M6Charles Schwab→
C41AXIA ADVISORY CORP
CRD 107571
IN$1.88B4Charles Schwab→
C41KEEN CAPITAL, LTD
CRD 145023
SC$179.7M4Charles Schwab→
C41CAPASSO PLANNING PARTNERS LLC
CRD 294673
SC$274.2M2Charles Schwab→
C40INTREPID FINANCIAL PLANNING GROUP, LLC
CRD 112196
IN$390.4M11Charles Schwab→
C40JACKSON FINANCIAL SERVICES, LLC
CRD 132252
SC$498.1M2Charles Schwab→