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261 firms
ActiveState: PA×Custodian: LPL Financial×Custodian: Charles Schwab×Custodian: Shareholders Service Group×clear all
ScoreFirmStateAUMAdvisorsCustodian
A81EHB FINANCIAL RESOURCES MANAGEMENT, INC.
CRD 116186
PA$164.0M1Charles Schwab→
A80CHARTERED ADVISORY GROUP, INC.
CRD 116517
PA$127.7M4Charles Schwab→
A75BERKSHIRE ADVISORS, INC.
CRD 122389
PA$97.1M2Charles Schwab→
A75WATKINSON CAPITAL ADVISORS LLC
CRD 151862
PA$124.2M3Charles Schwab→
A72DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD 108232
PA$123.2M3Charles Schwab→
A69GIBRALTAR WEALTH MANAGEMENT, LLC
CRD 124128
PA$212.7M5Charles Schwab→
A66KOHLHEPP INVESTMENT ADVISORS, LTD.
CRD 113989
PA$204.6M3Charles Schwab→
A66WEALTHKARE.COM, INC.
CRD 115111
PA$125.7M8Charles Schwab→
A65ROBBINS FINANCIAL ADVISORY SERVICE INC
CRD 106088
PA$241.7M3Charles Schwab→
B65CHRISTINE MESSMER, P.C.
CRD 121202
PA$240.6M1Charles Schwab→
B62VALLEY BROOK CAPITAL GROUP, INC.
CRD 122460
PA$223.3M6Charles Schwab→
B62IFS GROUP, LLC
CRD 328774
PA$240.0M6LPL Financial→
B61SECTOR ANALYSTS LLC
CRD 169789
PA$238.2M2Charles Schwab→
B61GODSHALK WELSH CAPITAL MANAGEMENT, INC.
CRD 106410
PA$290.5M1Charles Schwab→
B61WYZE WEALTH ADVISORS, LLC
CRD 329413
PA$264.5M3Charles Schwab→
B59NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
CRD 328279
PA$659.8M2Charles Schwab→
B59COMPASS INVESTMENTS LLC
CRD 141323
PA$93.2M4Charles Schwab→
B59COOMBS WEALTH ADVISORY, LLC
CRD 281132
PA$139.6M2Charles Schwab→
B58COMPREHENSIVE FINANCIAL PLANNING, INC.
CRD 110937
PA$419.3M6Charles Schwab→
B58PENNSYLVANIA CAPITAL MANAGEMENT INC.
CRD 107648
PA$848.6M5Charles Schwab→
B58MARATHON STRATEGIC ADVISORS, LLC
CRD 117108
PA$182.7M1Charles Schwab→
B57ATTINGER, LLC
CRD 311772
PA$394.5M—Charles Schwab→
B57NORDWAND ADVISORS, LLC
CRD 322936
PA$3.97B8Charles Schwab→
B57MB, LEVIS & ASSOCIATES,LLC
CRD 164197
PA$411.6M2Charles Schwab→
B56ENGLEBERT FINANCIAL ADVISERS, LLC
CRD 300568
PA$156.6M3Charles Schwab→
B55NVWM LLC
CRD 152301
PA$713.5M9Charles Schwab→
B55INTEGRATED CAPITAL MANAGEMENT, INC.
CRD 149489
PA$232.4M5Charles Schwab→
B55MORALIS TECHNOLOGIES, LLC
CRD 316221
PA$103.0M8Charles Schwab→
B54UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC
CRD 166742
PA$258.7M4Charles Schwab→
B54WALSKY INVESTMENT MANAGEMENT INC
CRD 106991
PA$130.2M2Charles Schwab→
B54STEVEN G. BLUM AND ASSOCIATES, LLC
CRD 130807
PA$180.2M2Charles Schwab→
B54YOFFE INVESTMENT MANAGEMENT, LLC
CRD 173454
PA$174.9M1Charles Schwab→
B54VERICREST PRIVATE WEALTH, LLC
CRD 311111
PA$137.8M2Charles Schwab→
B53FISCHER FINANCIAL SERVICES INC
CRD 104616
PA$636.1M4Charles Schwab→
B53YANNI & ASSOCIATES INVESTMENT ADVISORS, LLC
CRD 142913
PA$172.7M2Charles Schwab→
B52ALVIN CLAY FINANCIAL ADVISORS, LLC
CRD 226655
PA$186.6M3Charles Schwab→
B52ADVICE & PLANNING SERVICES LLC
CRD 283626
PA$187.1M2Charles Schwab→
B52BLUESTONE CAPITAL MANAGEMENT, LLC
CRD 157841
PA$390.1M1Charles Schwab→
B51LEGACY ADVISORY SERVICES, LLC
CRD 147173
PA$156.9M3Charles Schwab→
B51LIBERTY SQUARE WEALTH PARTNERS LLC
CRD 332476
PA$567.8M5Charles Schwab→
B51INSIGHT ADVISORS, LLC
CRD 168057
PA$785.6M13Charles Schwab→
B51KITCHING PARTNERS, LLC
CRD 325042
PA$645.9M3Charles Schwab→
B51ADDIS & HILL, INCORPORATED
CRD 117495
PA$254.0M7Charles Schwab→
B51STERLING INVESTMENT ADVISORS LTD.
CRD 140710
PA$1.08B6Charles Schwab→
B51GUARDIAN ASSET ADVISORS, LLC
CRD 144958
PA$278.3M8Charles Schwab→
B51GRANDVIEW ASSET MANAGEMENT LLC
CRD 172357
PA$411.7M4Charles Schwab→
B50MILESTONE FINANCIAL ASSOCIATES, LLC
CRD 336684
PA$654.5M8Charles Schwab→
B50TROUTMAN WEALTH MANAGEMENT, LLC
CRD 301107
PA$152.5M1Charles Schwab→
B50KEYVANTAGE WEALTH, LLC
CRD 331996
PA$339.4M4Charles Schwab→
C50AVANTRA FAMILY WEALTH, INC.
CRD 288209
PA$221.6M3Charles Schwab→