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332 firms
ActiveState: MD×State: NJ×State: SC×Custodian: LPL Financial×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A76CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
CRD 107865
NJ$107.9M1Charles Schwab→
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A75GLOBAL WEALTH MANAGEMENT, LLC
CRD 153677
NJ$245.7M3Charles Schwab→
A73REUTEMANN FINANCIAL SOLUTIONS, INC.
CRD 153247
MD$251.6M6Charles Schwab→
A72DELTA CAPITAL MANAGEMENT LLC
CRD 106248
NJ$240.2M1Charles Schwab→
A72MOUNT VERNON ASSOCIATES INC
CRD 107099
MD$232.5M1Charles Schwab→
A72STAWNYCHY FINANCIAL SERVICES, INC.
CRD 128859
NJ$131.2M1Charles Schwab→
A71AURORA PRIVATE WEALTH, INC.
CRD 281604
NJ$374.0M21Charles Schwab→
A70MONTGOMERY INVESTMENT MANAGEMENT INC
CRD 105417
MD$490.0M2Charles Schwab→
A70REDWOOD WEALTH MANAGEMENT GROUP, LLC
CRD 281741
NJ$317.2M—Charles Schwab→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A68OMEGA CAPITAL MANAGEMENT,LLC
CRD 129167
NJ$139.7M1Charles Schwab→
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial→
A67CARNEGIE LAKE ADVISORS LLC
CRD 330024
NJ$403.0M7Charles Schwab→
A66HILLMAN CAPITAL MANAGEMENT INC
CRD 110096
MD$195.9M2Charles Schwab→
A66WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
CRD 279034
NJ$115.3M2Charles Schwab→
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab→
A65SACKS & ASSOCIATES, LLC
CRD 174909
NJ$212.8M3Charles Schwab→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab→
B64PRESTIGE WEALTH SERVICES GROUP, INC.
CRD 166641
NJ$175.2M4Charles Schwab→
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab→
B62TC FINANCIAL MANAGEMENT, CO. INC.
CRD 128967
NJ$122.7M2Charles Schwab→
B62PROMETHIUM ADVISORS, LLC
CRD 329565
MD$235.3M4Charles Schwab→
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab→
B59STANDARD PARTNERS LLC
CRD 167956
MD$108.3M1Charles Schwab→
B59PARADIGM WEALTH ADVISORY LLC
CRD 283120
NJ$201.2M7Charles Schwab→
B59KENSINGTON FINANCIAL ADVISORS LLC
CRD 136346
NJ$159.9M2Charles Schwab→
B58CORRADO ADVISORS, LLC
CRD 111721
NJ$252.8M6Charles Schwab→
B58SCHAEFFER FINANCIAL LLC
CRD 133697
MD$257.7M7Charles Schwab→
B58ALTMAN INVESTMENT MANAGEMENT LLC
CRD 113832
NJ$119.9M6Charles Schwab→
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab→
B58WOLOSHIN INVESTMENT MANAGEMENT, LLC
CRD 132346
NJ$180.4M3Charles Schwab→
B58ARTHUR STEIN FINANCIAL, LLC
CRD 160627
MD$141.2M3Charles Schwab→
B57PRESTIGE WEALTH MANAGEMENT GROUP, LLC
CRD 127381
NJ$666.4M5Charles Schwab→
B57MULLOOLY ASSET MANAGEMENT, INC.
CRD 121184
NJ$455.6M4Charles Schwab→
B56THE FINANCIAL CONSULATE, INC
CRD 106898
MD$1.10B13Charles Schwab→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
B55BPP WEALTH SOLUTIONS, LLC
CRD 166962
NJ$247.3M4Charles Schwab→
B55SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
CRD 298315
NJ$454.2M5Charles Schwab→
B55TEPLITZ FINANCIAL GROUP LLC
CRD 122038
NJ$131.7M1Charles Schwab→
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab→
B54STOLZER ROTHSCHILD LEVY LLC
CRD 169817
NJ$166.0M2Charles Schwab→
B54SFI ADVISORS, LLC
CRD 287929
NJ$176.0M4Charles Schwab→
B54HUDSON OAK WEALTH ADVISORY LLC
CRD 300218
NJ$133.9M1Charles Schwab→
B53AMERICAN FINANCIAL MANAGEMENT, LTD.
CRD 111016
MD$31.6M2Charles Schwab→
B53AZNAR FINANCIAL ADVISORS, LLC
CRD 121388
NJ$169.6M6Charles Schwab→
B53STEMBROOK ASSET MANAGEMENT, LLC
CRD 144116
NJ$147.5M2Charles Schwab→
B53DAVIDSON WEALTH MANAGEMENT LLC
CRD 153227
NJ$172.4M3Charles Schwab→
B53SUSTAINVEST ASSET MANAGEMENT, LLC
CRD 166685
NJ$137.4M1Charles Schwab→