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585 firms
ActiveState: GA×State: TX×Custodian: LPL Financial×Custodian: Folio Institutional×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A76PORTFOLIO MANAGEMENT, LLC
CRD 107129
TX$151.9M2Charles Schwab→
A75MILLER GLOBAL INVESTMENTS, L.L.C.
CRD 114683
TX$199.4M2Charles Schwab→
A73AURORA INVESTMENT COUNSEL
CRD 107460
GA$252.7M2Charles Schwab→
A73MURPHY MIDDLETON HINKLE & PARKER, INC.
CRD 107861
GA$435.3M2Charles Schwab→
A72PINGORA PARTNERS LLC
CRD 148262
TX$199.4M1Charles Schwab→
A71VANN EQUITY MANAGEMENT LLC
CRD 174239
TX$231.2M6Charles Schwab→
A70DIESSLIN GROUP, INC.
CRD 110557
TX$696.3M5Charles Schwab→
A69GEORGE M. HILLER COMPANIES, LLC
CRD 112409
GA$183.0M5Charles Schwab→
A68ALDER FINANCIAL GROUP INC
CRD 108837
GA$224.1M2Charles Schwab→
A67RPS RETIREMENT PLAN ADVISORS
CRD 319220
TX$336.3M4Charles Schwab→
A66BIRNAM WOOD CAPITAL, LLC
CRD 269897
TX$106.1M1Charles Schwab→
A66FIRST CITY CAPITAL MANAGEMENT INC
CRD 104780
GA$423.7M4Charles Schwab→
A65MONEY MANAGERS, INC.
CRD 104529
TX$146.6M3Charles Schwab→
A65FINANCIAL ARCHITECTS, LLC
CRD 116027
GA$199.2M3Charles Schwab→
B64CAPITAL ENDURANCE GROUP, INC
CRD 284793
GA$108.8M2Charles Schwab→
B64FOUNDERS CAPITAL MANAGEMENT INC
CRD 111164
TX$281.8M3Charles Schwab→
B64PFW ADVISORS, LLC
CRD 325119
GA$393.2M2Charles Schwab→
B64CARGILE INVESTMENT MANAGEMENT, INC.
CRD 116982
TX$394.6M3Charles Schwab→
B63R. STEWART EADS INVESTMENT COUNSEL, INC.
CRD 105524
GA$240.5M4Charles Schwab→
B62THE FINANCIAL DISCOVERY GROUP,INC.
CRD 125383
GA$118.3M3Charles Schwab→
B62PRESTON F. SANDERS, CHFC, LLC
CRD 125741
GA$148.8M2Charles Schwab→
B62DYCHE WEALTH MANAGEMENT, INC
CRD 159708
GA$162.3M3Charles Schwab→
B61PUTTERMAN, DEAN ELIOT
CRD 111779
TX$324.5M—Charles Schwab→
B61CERTIFIED FINANCIAL STRATEGIES CORPORATION
CRD 114361
TX$133.3M2Charles Schwab→
B61CAPITAL ADVISORY GROUP, INC.
CRD 114539
TX$224.9M2Charles Schwab→
B61STRICKLAND DAVIS ADVISORS LLC
CRD 126538
GA$121.3M3Charles Schwab→
B61BISON INVESTMENT ADVISORS, LLC
CRD 149775
TX$157.5M3Charles Schwab→
B61FAMILY DYNASTY ADVISORS LLC
CRD 297082
TX$52.3M2Charles Schwab→
B60M & A CONSULTING GROUP, LLC
CRD 286078
TX$155.4M2Charles Schwab→
B60PARK SQUARE FINANCIAL GROUP, LLC
CRD 332268
GA$218.6M5Charles Schwab→
B59FAMILY WMS, LLC
CRD 126456
GA$571.6M3Charles Schwab→
B59D.H. HILL ADVISORS, INC.
CRD 116324
TX$226.4M18Charles Schwab→
B59PIVOT POINT ADVISORS, LLC
CRD 130562
TX$141.7M2Charles Schwab→
B59FOGARTY WEALTH MANAGEMENT, INC.
CRD 283998
TX$135.3M1Charles Schwab→
B58TKC WEALTH MANAGEMENT LLC
CRD 158498
TX$138.6M5Charles Schwab→
B58JAYKAY WEALTH ADVISORS, INC.
CRD 170192
TX$173.8M3LPL Financial→
B58REGISTER FINANCIAL ADVISORS, LLC
CRD 143884
GA$488.5M15Charles Schwab→
B58EFS ASSET MANAGEMENT LLC
CRD 106184
TX$70.0M1Charles Schwab→
B58J.K. FINANCIAL, INC.
CRD 114929
TX$195.8M2Charles Schwab→
B58MERCANTILE ADVISORS I, LLC
CRD 165094
TX$146.0M2Charles Schwab→
B57FRUTH INVESTMENT MANAGEMENT
CRD 107273
TX$417.8M3Charles Schwab→
B57ACCESS INVESTMENT MANAGEMENT, LLC
CRD 322491
GA$456.4M3Charles Schwab→
B57THE KEYSTONE FINANCIAL ALLIANCE, LLC
CRD 168760
GA$164.7M1Charles Schwab→
B57WIREGRASS INVESTMENT MANAGEMENT LLC
CRD 284608
GA$159.7M1LPL Financial→
B57LEGACY CG LLC
CRD 108541
TX$378.6M4Charles Schwab→
B57RED TORTOISE, LLC
CRD 282509
GA$382.3M4Charles Schwab→
B57BULL STREET ADVISORS, LLC
CRD 304058
GA$271.9M1Charles Schwab→
B56ADVISORS CRYPTO, INC.
CRD 109201
TX$11.2M—Charles Schwab→
B56FULCRUM EQUITY MANAGEMENT, LLC
CRD 159099
TX$192.8M4Charles Schwab→
B56T.R.U.E. COASTAL CAPITAL, LLC
CRD 281556
GA$124.1M2Charles Schwab→