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471 firms
ActiveState: FL×State: WI×Custodian: LPL Financial×Custodian: Altruist×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90WINNING POINTS ADVISORS, L.L.C.
CRD 118077
FL$173.1M1Charles Schwab→
A72AUREUM WEALTH MANAGEMENT, LLC
CRD 272027
FL$150.6M3Charles Schwab→
A72MONEY MANAGEMENT CONCEPTS, INC.
CRD 111485
FL$119.6M2Charles Schwab→
A70MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD 106288
WI$252.3M3Charles Schwab→
A69PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CRD 144601
FL$121.9M11Charles Schwab→
A69AMERICAN ASSET MANAGEMENT INC.
CRD 123116
FL$153.3M1Charles Schwab→
A69LIFESTYLE FREEDOM ADVISORY GROUP, LLC
CRD 283512
FL$156.8M5Charles Schwab→
A68RUTHERFORD ASSET PLANNING, INC.
CRD 128036
FL$181.3M1Charles Schwab→
A68CAPITAL WEALTH ADVISORS, LTD.
CRD 155263
WI$126.1M1Charles Schwab→
A67FINANCIAL SERVICE GROUP INC
CRD 107893
WI$215.0M3Charles Schwab→
A67CATHERINE AVERY INVESTMENT MANAGEMENT LLC
CRD 144946
FL$318.0M1Charles Schwab→
A66KAILIX ADVISORS LLC
CRD 311094
FL$119.0M1Charles Schwab→
A66GUIRY CAPITAL MANAGEMENT, LLC
CRD 122056
FL$204.3M—Charles Schwab→
A65HOROWITZ & COMPANY, INC.
CRD 106737
FL$180.7M2Charles Schwab→
A65EDMP, INC.
CRD 110248
FL$147.4M3Charles Schwab→
A65MACKE FINANCIAL ADVISORY GROUP, INC.
CRD 111318
FL$175.7M3Altruist→
A65MCKINLEY MONEY, LLC
CRD 145571
WI$163.7M2Charles Schwab→
A65SOLOMON API LLC
CRD 159471
FL$173.1M3Charles Schwab→
A65CAPSTONE WEALTH MANAGEMENT CORP.
CRD 165359
FL$109.4M3Charles Schwab→
A65RED REEF ADVISORS LLC
CRD 174748
FL$135.0M3Charles Schwab→
B64ALPHAQ ADVISORS LLC
CRD 141006
FL$90.6M2Charles Schwab→
B64LIONSBRIDGE WEALTH MANAGEMENT LLC
CRD 149019
FL$122.4M3Charles Schwab→
B64SKY ALPHA ASSET ADVISORS LLC
CRD 295839
FL$216.0M2Charles Schwab→
B63AMERICAN INVESTMENT ADVISORS INC
CRD 104579
WI$137.9M—Charles Schwab→
B63BANYAN GLOBAL INVESTMENT ADVISORS, LLC
CRD 283264
FL$162.1M2Charles Schwab→
B63PLANNING SOLUTIONS INTERNATIONAL LLC
CRD 300043
FL$108.8M1Altruist→
B63FELLOWSHIP INVESTMENT ADVISORS, LLC
CRD 154103
FL$175.9M3Charles Schwab→
B63WEALTHTRUST ASSET MANAGEMENT, LLC
CRD 174901
FL$217.4M5Charles Schwab→
B62GALLATIN & COMPANY, LLC
CRD 111984
FL$98.1M1Charles Schwab→
B62CENTRAL WEALTH MANAGEMENT LLC
CRD 293172
WI$136.8M1Charles Schwab→
B62PRINCE ASSET MANAGEMENT, INC.
CRD 141567
FL$137.7M3Charles Schwab→
B62LYONS WEALTH MANAGEMENT, LLC
CRD 150581
FL$109.1M4Charles Schwab→
B621650 WEALTH MANAGEMENT, LLC
CRD 152985
FL$119.7M1Charles Schwab→
B62FINANCIAL PLANNING SERVICES, INC.
CRD 311146
FL$145.0M—Charles Schwab→
B62BREAKTHRU ADVISORY SERVICES, LLC
CRD 332173
WI$125.7M1Charles Schwab→
B61MOSELEY INVESTMENT MANAGEMENT, INC.
CRD 124152
FL$456.8M4Charles Schwab→
B61REVIEW SERVICES INC
CRD 110277
WI$227.4M3Charles Schwab→
B61ELITE RETIREMENT GROUP, INC.
CRD 312178
WI$168.4M—Charles Schwab→
B61RIA SERVICES, LLC
CRD 281520
WI$276.1M2Charles Schwab→
B60PERSONAL FINANCIAL PROFILES INC
CRD 109327
FL$335.3M2Charles Schwab→
B59MUTUAL TRUST ASSET MGMT., INC.
CRD 121364
FL$58.4M5Charles Schwab→
B59CARDEA CAPITAL ADVISORS, LLC
CRD 307600
FL$124.2M7Charles Schwab→
B59MFP FINANCIAL SERVICES, LLC
CRD 331681
FL$361.0M3LPL Financial→
B59LUMA CAPITAL LLC
CRD 119576
FL$135.8M4Charles Schwab→
B59WILLIAMS WEALTH MANAGEMENT GROUP, INC.
CRD 147341
FL$161.0M1Charles Schwab→
B59MACLENDON WEALTH MANAGEMENT, LLC
CRD 157819
FL$129.6M2Charles Schwab→
B59CRAMER & RAUCHEGGER, INC.
CRD 164784
FL$151.4M3Charles Schwab→
B59CORAL WEALTH MANAGEMENT, LLC
CRD 307117
FL$114.7M1Charles Schwab→
B59OMNI FINANCIAL LLC
CRD 314670
WI$116.9M1LPL Financial→
B59REES WEALTH MANAGEMENT, LLC
CRD 335458
FL$115.7M1Charles Schwab→