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792 firms
ActiveState: PA×State: FL×State: MA×Custodian: LPL Financial×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90WINNING POINTS ADVISORS, L.L.C.
CRD 118077
FL$173.1M1Charles Schwab→
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→
A75INVESTMENT MANAGEMENT TRUST, LLC
CRD 129456
MA$123.5M1Charles Schwab→
A75WATKINSON CAPITAL ADVISORS LLC
CRD 151862
PA$124.2M3Charles Schwab→
A75FMA WEALTH MANAGEMENT, LLC
CRD 313049
MA$174.0M1Charles Schwab→
A72DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD 108232
PA$123.2M3Charles Schwab→
A72AUREUM WEALTH MANAGEMENT, LLC
CRD 272027
FL$150.6M3Charles Schwab→
A72MONEY MANAGEMENT CONCEPTS, INC.
CRD 111485
FL$119.6M2Charles Schwab→
A69ALBERT D MASON INC
CRD 107412
MA$210.6M4Charles Schwab→
A69PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CRD 144601
FL$121.9M11Charles Schwab→
A69AMERICAN ASSET MANAGEMENT INC.
CRD 123116
FL$153.3M1Charles Schwab→
A69GIBRALTAR WEALTH MANAGEMENT, LLC
CRD 124128
PA$212.7M5Charles Schwab→
A69RADIUS WEALTH MANAGEMENT, INC.
CRD 168159
MA$158.7M2Charles Schwab→
A69LIFESTYLE FREEDOM ADVISORY GROUP, LLC
CRD 283512
FL$156.8M5Charles Schwab→
A68RUTHERFORD ASSET PLANNING, INC.
CRD 128036
FL$181.3M1Charles Schwab→
A68TIMBUKTU CAPITAL MANAGEMENT, LLC
CRD 131084
MA$98.6M1Charles Schwab→
A67CATHERINE AVERY INVESTMENT MANAGEMENT LLC
CRD 144946
FL$318.0M1Charles Schwab→
A66KAILIX ADVISORS LLC
CRD 311094
FL$119.0M1Charles Schwab→
A66KOHLHEPP INVESTMENT ADVISORS, LTD.
CRD 113989
PA$204.6M3Charles Schwab→
A66PARK STATE ASSET MANAGEMENT LLC
CRD 336573
MA$192.4M4Charles Schwab→
A66NEEDHAM R B ADVISORY CORP
CRD 105378
MA$102.4M1Charles Schwab→
A66WEALTHKARE.COM, INC.
CRD 115111
PA$125.7M8Charles Schwab→
A66GUIRY CAPITAL MANAGEMENT, LLC
CRD 122056
FL$204.3M—Charles Schwab→
A65ROBBINS FINANCIAL ADVISORY SERVICE INC
CRD 106088
PA$241.7M3Charles Schwab→
A65HOROWITZ & COMPANY, INC.
CRD 106737
FL$180.7M2Charles Schwab→
A65BOYD FINANCIAL STRATEGIES, INC.
CRD 107505
MA$139.6M3Charles Schwab→
A65SUCCESSFUL MONEY STRATEGIES INC
CRD 109829
MA$227.1M1Charles Schwab→
A65EDMP, INC.
CRD 110248
FL$147.4M3Charles 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→
A65FAMILY PARTNERS CAPITAL, LLC
CRD 304176
MA$92.3M2Charles Schwab→
A65BUTTERWORTH FINANCIAL LLC
CRD 325026
MA$103.3M1LPL Financial→
B65CHRISTINE MESSMER, P.C.
CRD 121202
PA$240.6M1Charles 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→
B64IRONWOOD INVESTMENT MANAGEMENT, LLC
CRD 108467
MA$278.2M2Charles Schwab→
B64FAIRFIELD FINANCIAL ADVISORS LTD
CRD 106408
MA$333.2M2Charles Schwab→
B63BANYAN GLOBAL INVESTMENT ADVISORS, LLC
CRD 283264
FL$162.1M2Charles Schwab→
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→
B62SAVIOR LLC
CRD 299178
MA$140.2M5Charles Schwab→
B62VALLEY BROOK CAPITAL GROUP, INC.
CRD 122460
PA$223.3M6Charles Schwab→
B62IFS GROUP, LLC
CRD 328774
PA$240.0M6LPL Financial→
B62PRINCE ASSET MANAGEMENT, INC.
CRD 141567
FL$137.7M3Charles Schwab→
B62BETRO MILESZKO & COMPANY, LLC
CRD 145184
MA$144.8M2Charles Schwab→