SourcingSourcing
Filters4▾
1,001 firms
ActiveState: MA×State: CA×Custodian: LPL Financial×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A87CLEARVIEW INVESTMENT PARTNERS, LLC
CRD 150046
CA$105.3M2Charles Schwab→
A83COVE STREET CAPITAL, LLC
CRD 156260
CA$93.8M1Charles Schwab→
A81AWR INVESTMENT MANAGEMENT, LLC
CRD 118538
CA$131.6M1Charles Schwab→
A79CRAWFORD, GREGORY JASON
CRD 134936
CA$171.6M1Charles Schwab→
A79GASBER FINANCIAL ADVISORS, INC
CRD 157329
CA$177.7M2Charles Schwab→
A79FAIRCHILD FINANCIAL ADVISORS, INC.
CRD 165434
CA$127.3M1Charles Schwab→
A77ROUND HILL ASSET MANAGEMENT INC
CRD 107069
CA$271.3M1Charles Schwab→
A77MARIN WEALTH ADVISORS LLC
CRD 123237
CA$69.4M2Charles Schwab→
A76THE KOCEN FINANCIAL GROUP, INC.
CRD 112129
CA$185.9M5Charles Schwab→
A75COOKE WEALTH MANAGEMENT, LLC
CRD 127309
CA$136.9M2Charles Schwab→
A75INVESTMENT MANAGEMENT TRUST, LLC
CRD 129456
MA$123.5M1Charles Schwab→
A75FMA WEALTH MANAGEMENT, LLC
CRD 313049
MA$174.0M1Charles Schwab→
A75WERLEMANN SECURITIES LLC
CRD 317777
CA$110.0M1Charles Schwab→
A74SASSER INVESTMENT MANAGEMENT, INC.
CRD 110886
CA$120.1M4Charles Schwab→
A73BARLOW, LINDA, ANN
CRD 111643
CA$239.6M—Charles Schwab→
A72WULFF, HANSEN & CO.
CRD 908
CA$144.8M10Charles Schwab→
A72WFA OF SAN DIEGO, LLC
CRD 307404
CA$206.9M2Charles Schwab→
A72HAVEN CAPITAL GROUP, INC.
CRD 149641
CA$143.9M1Charles Schwab→
A72WARM SPRINGS ADVISORS INC.
CRD 306501
CA$131.3M2Charles Schwab→
A72LONGEVITY CAPITAL MANAGEMENT LLC
CRD 328283
CA$184.2M1Charles Schwab→
A70GRANITE CAPITAL MANAGEMENT, LLC
CRD 141743
CA$314.6M2Charles Schwab→
A70MENLO ADVISORS LLC
CRD 122721
CA$369.7M1Charles Schwab→
A69ZERMATT WEALTH PARTNERS LLC
CRD 105736
CA$158.4M3Charles Schwab→
A69ALBERT D MASON INC
CRD 107412
MA$210.6M4Charles Schwab→
A69RADIUS WEALTH MANAGEMENT, INC.
CRD 168159
MA$158.7M2Charles Schwab→
A69LOCKERMAN FINANCIAL GROUP, INC
CRD 316860
CA$110.1M1Charles Schwab→
A68CLUTINGER WILLIAMS & VERHOYE INC
CRD 111082
CA$163.1M2Charles Schwab→
A68TIMBUKTU CAPITAL MANAGEMENT, LLC
CRD 131084
MA$98.6M1Charles Schwab→
A67MCCARTHY ASSET MANAGEMENT, INC.
CRD 118285
CA$422.4M2Charles Schwab→
A66PRUNEYARD FINANCIAL GROUP, INC.
CRD 117378
CA$77.0M1Charles Schwab→
A66DANIEL INVESTMENT ASSOCIATES, LLC
CRD 157284
CA$225.3M1Charles Schwab→
A66WEALTH TEAMS ALLIANCE INC.
CRD 168907
CA$223.9M12Charles Schwab→
A66PARK STATE ASSET MANAGEMENT LLC
CRD 336573
MA$192.4M4Charles Schwab→
A66NEEDHAM R B ADVISORY CORP
CRD 105378
MA$102.4M1Charles Schwab→
A66NOBLE WEALTH MANAGEMENT, INC.
CRD 169963
CA$223.4M3Charles Schwab→
A65LYLE, ALLAN GLEN
CRD 10603
CA$221.2M—Charles Schwab→
A65BOYD FINANCIAL STRATEGIES, INC.
CRD 107505
MA$139.6M3Charles Schwab→
A65SUCCESSFUL MONEY STRATEGIES INC
CRD 109829
MA$227.1M1Charles Schwab→
A65HECKMAN FINANCIAL & INSURANCE SERVICES, INC.
CRD 111549
CA$116.4M5Charles Schwab→
A65DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA
CRD 112079
CA$217.8M2Charles Schwab→
A65BROADWING CAPITAL ADVISORS, INC.
CRD 127513
CA$148.0M2Charles Schwab→
A65EAGLESON ARNDT FINANCIAL ADVISORS, LLC
CRD 134098
CA$106.6M4Charles Schwab→
A65NEWBURY CAPITAL MANAGEMENT, LLC
CRD 148516
CA$154.1M4Charles Schwab→
A65GALLAGHER WEALTH MANAGEMENT, INC
CRD 161266
CA$123.5M1Charles Schwab→
A65CORE FINANCIAL ADVISORS, LLC
CRD 168839
CA$178.5M4Charles Schwab→
A65RICHEY ADVISORS, INC.
CRD 277137
CA$159.7M4Charles Schwab→
A65HANKE & APOLONIO WEALTH ADVISORS LLC
CRD 285315
CA$167.3M2Charles Schwab→
A65FAMILY PARTNERS CAPITAL, LLC
CRD 304176
MA$92.3M2Charles Schwab→
A65WRIGHT WEALTH STRATEGIES, LLC
CRD 304289
CA$127.2M1LPL Financial→
A65ENDURING WEALTH ADVISORS, LLC
CRD 323320
CA$122.8M3LPL Financial→