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131 firms
ActiveState: IN×State: IA×Custodian: LPL Financial×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A66BRADFORD FINANCIAL CENTER
CRD 110953
IA$229.7M8Charles Schwab→
A65ACADIA LEGACY GROUP, LLC
CRD 291481
IA$133.2M1Charles Schwab→
B63TUVE INVESTMENT MANAGEMENT, INC.
CRD 226702
IA$147.7M2Charles Schwab→
B62DAVID P. GILLIAM & ASSOCIATES, INC.
CRD 285515
IN$186.7M3LPL Financial→
B61STONEFIELD INVESTMENT ADVISORY, INC.
CRD 113802
IA$120.3M1Charles Schwab→
B59KEYSTONE WEALTH MANAGEMENT INC.
CRD 304133
IA$137.4M1Charles Schwab→
B58BANKER INVESTMENT GROUP INC
CRD 109650
IN$260.2M2Charles Schwab→
B58FINANCIAL CONSULTANTS & ADVISORY CORPORATION
CRD 113390
IN$333.1M14LPL Financial→
B57WEITZEL FINANCIAL SERVICES, INC.
CRD 27346
IA$327.8M7Charles Schwab→
B57TFP MANAGEMENT, LLC
CRD 313543
IA$273.0M3Charles Schwab→
B57INVESTMENT CONSULTING GROUP INC
CRD 106967
IA$2.84B2Charles Schwab→
B56SPYGLASS INVESTMENT MANAGEMENT CORPORATION
CRD 122594
IN$156.4M3Charles Schwab→
B55CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680
IN$69.8M2Charles Schwab→
B54CAPTIAL ADVISOR NETWORK
CRD 297578
IN$124.5M8Charles Schwab→
B53IOWA WEALTH MANAGEMENT, LLC
CRD 286435
IA$123.9M2Charles Schwab→
B52WEALTH ADVISORS GROUP, LLC
CRD 291648
IA$278.5M2Charles Schwab→
B51WEIS ADVISORY, LLC
CRD 217517
IA$225.6M4LPL Financial→
B50FORREST FINANCIAL SERVICES L.L.C.
CRD 117546
IA$154.0M2Charles 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→
C49GUNCHEON FINANCIAL LLC
CRD 277091
IA$146.2M5Charles Schwab→
C49EN ENTERPRISES, LLC
CRD 337964
IA$142.7M1Charles Schwab→
C48WATER VALLEY INVESTMENT ADVISORS, INC.
CRD 116936
IA$157.2M3Charles Schwab→
C48MFG WEALTH MANAGEMENT, INC.
CRD 125963
IN$130.6M3Charles Schwab→
C48BOYLE CAPITAL MANAGEMENT, L.L.C.
CRD 132416
IA$342.0M4Charles 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→
C46KESSLER INVESTMENT GROUP, LLC
CRD 153696
IN$359.7M3Charles Schwab→
C46FORTITUDE PRIVATE WEALTH INC.
CRD 290074
IN$126.5M1Charles Schwab→
C45SMITH FINANCIAL INVESTMENT ADVISORS, INC.
CRD 154022
IN$456.9M3Charles Schwab→
C45MIDWESTERN FINANCIAL, LLC
CRD 270022
IA$172.8M3Charles 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→
C42THE HEATON HOPPES GROUP, LLC
CRD 115511
IA$172.5M3Charles Schwab→
C41AXIA ADVISORY CORP
CRD 107571
IN$1.88B4Charles Schwab→
C41RDA FINANCIAL NETWORK, INC.
CRD 147309
IA$675.2M17Charles Schwab→
C41PALADIN ADVISORY GROUP, LLC
CRD 285303
IA$279.8M3Charles Schwab→
C40INTREPID FINANCIAL PLANNING GROUP, LLC
CRD 112196
IN$390.4M11Charles Schwab→
C40PROVIDER FINANCIAL, INC.
CRD 168964
IN$304.0M2LPL Financial→
C39AMI INVESTMENT MANAGEMENT INC
CRD 106321
IN$963.6M4Charles Schwab→
C39LAUGHLIN FINANCIAL LLC
CRD 165105
IN$200.2M2Charles Schwab→
C39CBG & COMPANY, INC.
CRD 149225
IN$270.7M3Charles Schwab→
C39STOREN LEGACY PARTNERS, LLC
CRD 339197
IN$438.3M7Charles Schwab→
C38KIRR, MARBACH & COMPANY, LLC
CRD 104634
IN$587.7M6Charles Schwab→