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354 firms
ActiveState: PA×State: MO×Custodian: LPL Financial×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
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→
A75WATKINSON CAPITAL ADVISORS LLC
CRD 151862
PA$124.2M3Charles Schwab→
A73CAPITAL MANAGEMENT SERVICES, INC.
CRD 118260
MO$145.2M7Charles Schwab→
A72DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD 108232
PA$123.2M3Charles Schwab→
A72SPARROW CAPITAL MANAGEMENT INC
CRD 106616
MO$113.3M1Charles Schwab→
A69STEWARDSHIP CAPITAL, LTD.
CRD 110944
MO$168.4M4Charles Schwab→
A69GIBRALTAR WEALTH MANAGEMENT, LLC
CRD 124128
PA$212.7M5Charles Schwab→
A66KOHLHEPP INVESTMENT ADVISORS, LTD.
CRD 113989
PA$204.6M3Charles Schwab→
A66WEALTHKARE.COM, INC.
CRD 115111
PA$125.7M8Charles Schwab→
A65ROBBINS FINANCIAL ADVISORY SERVICE INC
CRD 106088
PA$241.7M3Charles Schwab→
B65CORTLAND ASSOCIATES INC
CRD 104681
MO$958.0M4Charles Schwab→
B65CHRISTINE MESSMER, P.C.
CRD 121202
PA$240.6M1Charles Schwab→
B64WEDGEWOOD PARTNERS, INC.
CRD 21923
MO$560.7M4Charles Schwab→
B62FIDELIS FINANCIAL PLANNING, LLC
CRD 141698
MO$160.0M1Charles Schwab→
B62VALLEY BROOK CAPITAL GROUP, INC.
CRD 122460
PA$223.3M6Charles Schwab→
B62IFS GROUP, LLC
CRD 328774
PA$240.0M6LPL Financial→
B61SECTOR ANALYSTS LLC
CRD 169789
PA$238.2M2Charles Schwab→
B61GODSHALK WELSH CAPITAL MANAGEMENT, INC.
CRD 106410
PA$290.5M1Charles Schwab→
B61WYZE WEALTH ADVISORS, LLC
CRD 329413
PA$264.5M3Charles Schwab→
B59NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
CRD 328279
PA$659.8M2Charles Schwab→
B59CONWAY FINANCIAL GROUP, LLC
CRD 117608
MO$177.7M2Charles Schwab→
B59COMPASS INVESTMENTS LLC
CRD 141323
PA$93.2M4Charles Schwab→
B59CLARITY FINANCIAL PLANNERS, LLC
CRD 277114
MO$132.5M1Charles Schwab→
B59COOMBS WEALTH ADVISORY, LLC
CRD 281132
PA$139.6M2Charles Schwab→
B58COMPREHENSIVE FINANCIAL PLANNING, INC.
CRD 110937
PA$419.3M6Charles Schwab→
B58PENNSYLVANIA CAPITAL MANAGEMENT INC.
CRD 107648
PA$848.6M5Charles Schwab→
B58TRINITY WEALTH ADVISORS, L.L.C.
CRD 109452
MO$281.5M4Charles Schwab→
B58WILKERSON ADVISORY GROUP LLC
CRD 334668
MO$326.9M4Charles Schwab→
B58MARATHON STRATEGIC ADVISORS, LLC
CRD 117108
PA$182.7M1Charles Schwab→
B58RISLEY CAPITAL MANAGEMENT LLC
CRD 157271
MO$163.4M1Charles Schwab→
B58THE WORLEY BANKS GROUP, LLC
CRD 306890
MO$184.3M2Charles Schwab→
B58FLYOVER CAPITAL PARTNERS, LLC
CRD 173709
MO$147.6M—Charles Schwab→
B57ATTINGER, LLC
CRD 311772
PA$394.5M—Charles Schwab→
B57NORDWAND ADVISORS, LLC
CRD 322936
PA$3.97B8Charles Schwab→
B57MB, LEVIS & ASSOCIATES,LLC
CRD 164197
PA$411.6M2Charles Schwab→
B56BUILD ASSET MANAGEMENT, LLC
CRD 298354
MO$64.6M3Charles Schwab→
B56ENGLEBERT FINANCIAL ADVISERS, LLC
CRD 300568
PA$156.6M3Charles Schwab→
B56CLAYTON FINANCIAL GROUP, LLC
CRD 226729
MO$793.8M3Charles Schwab→
B55NVWM LLC
CRD 152301
PA$713.5M9Charles Schwab→
B55INTEGRATED CAPITAL MANAGEMENT, INC.
CRD 149489
PA$232.4M5Charles Schwab→
B55MORALIS TECHNOLOGIES, LLC
CRD 316221
PA$103.0M8Charles Schwab→
B55FORTIFY WEALTH, INC.
CRD 297433
MO$115.0M3Charles Schwab→
B55TRUMAN WEALTH ADVISORS LLC
CRD 334752
MO$106.0M3Charles Schwab→
B54UP STRATEGIC WEALTH INVESTMENT ADVISORS, LLC
CRD 166742
PA$258.7M4Charles Schwab→
B54MID-AMERICAN WEALTH ADVISORY GROUP INC.
CRD 301621
MO$335.6M6Charles Schwab→
B54DUNCKER, STREETT & CO., LLC
CRD 110828
MO$707.3M2Charles Schwab→
B54WALSKY INVESTMENT MANAGEMENT INC
CRD 106991
PA$130.2M2Charles Schwab→
B54STEVEN G. BLUM AND ASSOCIATES, LLC
CRD 130807
PA$180.2M2Charles Schwab→