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721 firms
ActiveState: PA×State: FL×State: TN×Custodian: LPL Financial×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90WINNING POINTS ADVISORS, L.L.C.
CRD 118077
FL$173.1M1Charles Schwab→
A90CARMICHAEL CAPITAL, INC.
CRD 118468
TN$126.6M1Charles Schwab→
A81EHB FINANCIAL RESOURCES MANAGEMENT, INC.
CRD 116186
PA$164.0M1Charles Schwab→
A80CHARTERED ADVISORY GROUP, INC.
CRD 116517
PA$127.7M4Charles Schwab→
A77BARNETT & CO INC
CRD 105867
TN$142.0M3Charles Schwab→
A75BERKSHIRE ADVISORS, INC.
CRD 122389
PA$97.1M2Charles Schwab→
A75WATKINSON CAPITAL ADVISORS LLC
CRD 151862
PA$124.2M3Charles Schwab→
A75ERISA ADVISERS, INC.
CRD 170487
TN$187.1M1Charles 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→
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→
A69LIFESTYLE FREEDOM ADVISORY GROUP, LLC
CRD 283512
FL$156.8M5Charles Schwab→
A68RUTHERFORD ASSET PLANNING, INC.
CRD 128036
FL$181.3M1Charles 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→
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→
A65EDMP, INC.
CRD 110248
FL$147.4M3Charles Schwab→
A65SAGE INVESTMENT COUNSEL LLC
CRD 116907
TN$164.6M4Charles 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→
A65SMITH & CO ADVISORY LLC
CRD 333042
TN$118.5M1Charles Schwab→
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→
B64ADDITIVE ADVISORY PBC
CRD 283979
TN$140.9M1Charles 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→
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→
B62LYONS WEALTH MANAGEMENT, LLC
CRD 150581
FL$109.1M4Charles Schwab→
B621650 WEALTH MANAGEMENT, LLC
CRD 152985
FL$119.7M1Charles Schwab→
B62FINANCIAL PLANNING SERVICES, INC.
CRD 311146
FL$145.0M—Charles Schwab→
B61PRIVATE WEALTH MANAGEMENT, INC.
CRD 120823
TN$832.5M2Charles Schwab→
B61MOSELEY INVESTMENT MANAGEMENT, INC.
CRD 124152
FL$456.8M4Charles Schwab→
B61SECTOR ANALYSTS LLC
CRD 169789
PA$238.2M2Charles Schwab→
B61GODSHALK WELSH CAPITAL MANAGEMENT, INC.
CRD 106410
PA$290.5M1Charles Schwab→
B61BRANDON FINANCIAL PLANNING, INC.
CRD 110267
TN$434.9M2Charles Schwab→
B61WYZE WEALTH ADVISORS, LLC
CRD 329413
PA$264.5M3Charles Schwab→