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234 firms
ActiveState: KS×State: GA×Custodian: Pershing×Custodian: Altruist×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A78SCHWARZ INVESTMENT PARTNERS
CRD 113556
KS$184.9M2Charles Schwab→
A73AURORA INVESTMENT COUNSEL
CRD 107460
GA$252.7M2Charles Schwab→
A73MURPHY MIDDLETON HINKLE & PARKER, INC.
CRD 107861
GA$435.3M2Charles Schwab→
A72MCCORMACK FINANCIAL PLANNING INC.
CRD 136857
GA$115.7M3Pershing→
A69GEORGE M. HILLER COMPANIES, LLC
CRD 112409
GA$183.0M5Charles Schwab→
A68ALDER FINANCIAL GROUP INC
CRD 108837
GA$224.1M2Charles Schwab→
A66FIRST CITY CAPITAL MANAGEMENT INC
CRD 104780
GA$423.7M4Charles Schwab→
A65FINANCIAL ARCHITECTS, LLC
CRD 116027
GA$199.2M3Charles Schwab→
B64CAPITAL ENDURANCE GROUP, INC
CRD 284793
GA$108.8M2Charles Schwab→
B64PFW ADVISORS, LLC
CRD 325119
GA$393.2M2Charles 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→
B61PROVIDENCE FINANCIAL ADVISORS, LLC
CRD 124839
KS$428.1M4Charles Schwab→
B61STRICKLAND DAVIS ADVISORS LLC
CRD 126538
GA$121.3M3Charles Schwab→
B61MN WEALTH ADVISORS, LLC
CRD 322617
KS$394.2M3Charles Schwab→
B60THE STRATEGIC FINANCIAL ALLIANCE, INC.
CRD 126514
GA$382.0M50Pershing→
B60PARK SQUARE FINANCIAL GROUP, LLC
CRD 332268
GA$218.6M5Charles Schwab→
B59FAMILY WMS, LLC
CRD 126456
GA$571.6M3Charles Schwab→
B59DAVIS FINANCIAL MANAGEMENT, INC.
CRD 143410
KS$144.6M1Charles Schwab→
B58REGISTER FINANCIAL ADVISORS, LLC
CRD 143884
GA$488.5M15Charles Schwab→
B57ACCESS INVESTMENT MANAGEMENT, LLC
CRD 322491
GA$456.4M3Charles Schwab→
B57THE KEYSTONE FINANCIAL ALLIANCE, LLC
CRD 168760
GA$164.7M1Charles Schwab→
B57RED TORTOISE, LLC
CRD 282509
GA$382.3M4Charles Schwab→
B57BULL STREET ADVISORS, LLC
CRD 304058
GA$271.9M1Charles Schwab→
B56T.R.U.E. COASTAL CAPITAL, LLC
CRD 281556
GA$124.1M2Charles Schwab→
B56PHORCYS CAPITAL PARTNERS, LLC
CRD 285635
GA$191.5M—Pershing→
B55LANIER FINANCIAL GROUP LLC
CRD 152945
GA$236.2M6Charles Schwab→
B55TRADEMARK CAPITAL MANAGEMENT INC.
CRD 214512
GA$150.8M7Charles Schwab→
B55COVEY CAPITAL ADVISORS, LLC
CRD 151978
GA$156.5M1Charles Schwab→
B55PROACTIVE CAPITAL MANAGEMENT, INC.
CRD 297791
KS$170.7M2Charles Schwab→
B55WEALTH ENGAGEMENT LLC
CRD 310438
GA$105.0M1Charles Schwab→
B54REDSTONE ADVISORS INC
CRD 107699
KS$490.6M5Charles Schwab→
B54THE MONITOR GROUP, INC.
CRD 126576
GA$167.2M3Charles Schwab→
B54NETWORTH FINANCIAL SERVICES, LLC
CRD 126666
GA$128.1M2Charles Schwab→
B54KONZA GLOBAL ADVISORY, LLC
CRD 331692
KS$125.2M2Charles Schwab→
B54WEALTH INTELLIGENCE, LLC
CRD 333253
GA$247.5M2Charles Schwab→
B53LONGVIEW WEALTH MANAGEMENT, INC.
CRD 136214
GA$1.15B12Charles Schwab→
B53MRP CAPITAL INVESTMENTS, LLC
CRD 167256
GA$227.6M3Charles Schwab→
B53PARRISH CAPITAL, LLC
CRD 172783
GA$150.0M2Charles Schwab→
B53CURTIS CAPITAL ADVISORS, LLC
CRD 330835
KS$165.5M2Charles Schwab→
B52FREESTATE ADVISORS LLC
CRD 145800
KS$181.8M9Charles Schwab→
B51CHECKS & BALANCES, INC.
CRD 112145
GA$251.1M1Charles Schwab→
B51INVISOR FINANCIAL LLC
CRD 174890
KS$198.5M3Charles Schwab→
B51RIDGE CAPITAL MANAGEMENT, LLC
CRD 127200
GA$186.0M3Pershing→
B51KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC
CRD 146655
GA$406.5M5Charles Schwab→
B51FIRST ADVISORS NATIONAL, LLC
CRD 166212
GA$505.9M50Charles Schwab→
C49BEY-DOUGLAS, LLC
CRD 108856
GA$179.8M3Charles Schwab→
C49UNIFIED INVESTMENT MANAGEMENT, LLC
CRD 326056
GA$150.6M2Charles Schwab→