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476 firms
ActiveState: NC×State: PA×Custodian: Pershing×Custodian: Charles Schwab×Custodian: Fidelity×clear all
ScoreFirmStateAUMAdvisorsCustodian
A81EHB FINANCIAL RESOURCES MANAGEMENT, INC.
CRD 116186
PA$164.0M1Charles Schwab→
A80CHARTERED ADVISORY GROUP, INC.
CRD 116517
PA$127.7M4Charles Schwab→
A78WESTHAMPTON CAPITAL, LLC
CRD 119176
NC$238.5M4Fidelity→
A75BERKSHIRE ADVISORS, INC.
CRD 122389
PA$97.1M2Charles Schwab→
A75WATKINSON CAPITAL ADVISORS LLC
CRD 151862
PA$124.2M3Charles Schwab→
A72DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD 108232
PA$123.2M3Charles Schwab→
A72ACT CAPITAL MANAGEMENT, LLC
CRD 307272
PA$163.9M—Fidelity→
A72WELLS FINANCIAL MANAGEMENT, LLC
CRD 158030
NC$132.7M1Charles Schwab→
A70BORER DENTON & ASSOCIATES, INC.
CRD 135729
PA$403.0M2Pershing→
A69GIBRALTAR WEALTH MANAGEMENT, LLC
CRD 124128
PA$212.7M5Charles Schwab→
A68CAPITAL MANAGEMENT LLC
CRD 109416
NC$383.0M3Charles Schwab→
A68THE WEALTH GROUP, LTD
CRD 154106
NC$160.2M5Charles 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→
A65OAKMONT INVESTMENT ADVISORS, INC.
CRD 111095
PA$192.2M3Fidelity→
A65GOUWS CAPITAL LLC
CRD 153812
NC$209.9M2Charles Schwab→
A65PINAFORE WEALTH COUNSEL INC.
CRD 170540
NC$173.6M2Charles Schwab→
B65VN CAPITAL MANAGEMENT, LLC
CRD 166761
NC$63.0M—Pershing→
B65CHRISTINE MESSMER, P.C.
CRD 121202
PA$240.6M1Charles Schwab→
B64BLUE WATER CAPITAL MANAGEMENT, LLC
CRD 127193
NC$159.8M4Charles Schwab→
B62VALLEY BROOK CAPITAL GROUP, INC.
CRD 122460
PA$223.3M6Charles Schwab→
B62H. S. DREHER CAPITAL MANAGEMENT, LLC
CRD 104537
NC$148.2M2Charles Schwab→
B61ADARE ASSET MANAGEMENT, LLC
CRD 152471
PA$159.3M1Fidelity→
B61SECTOR ANALYSTS LLC
CRD 169789
PA$238.2M2Charles Schwab→
B61WHARTON WEALTH MANAGEMENT, LLC
CRD 281348
PA$209.2M2Pershing→
B61GODSHALK WELSH CAPITAL MANAGEMENT, INC.
CRD 106410
PA$290.5M1Charles Schwab→
B61BOUVEL INVESTMENT PARTNERS, LLC
CRD 108436
PA$374.4M3Pershing→
B61WYZE WEALTH ADVISORS, LLC
CRD 329413
PA$264.5M3Charles Schwab→
B60V3LIMITED LLC
CRD 169624
PA$122.4M—Fidelity→
B60HARBER CAPITAL LLC
CRD 158939
NC$492.7M—Fidelity→
B59NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
CRD 328279
PA$659.8M2Charles Schwab→
B59COMPASS INVESTMENTS LLC
CRD 141323
PA$93.2M4Charles Schwab→
B59REH WEALTH ADVISORS LLC
CRD 153826
NC$110.5M1Charles Schwab→
B59COOMBS WEALTH ADVISORY, LLC
CRD 281132
PA$139.6M2Charles Schwab→
B59GRANADA WEALTH MANAGEMENT, LLC
CRD 285812
NC$171.4M1Charles Schwab→
B58COMPREHENSIVE FINANCIAL PLANNING, INC.
CRD 110937
PA$419.3M6Charles Schwab→
B58CHANCELLOR FINANCIAL GROUP LP
CRD 159563
PA$249.3M6Fidelity→
B58PENNSYLVANIA CAPITAL MANAGEMENT INC.
CRD 107648
PA$848.6M5Charles Schwab→
B58MARATHON STRATEGIC ADVISORS, LLC
CRD 117108
PA$182.7M1Charles Schwab→
B58SOUND FINANCIAL MANAGEMENT, INC.
CRD 122670
NC$134.1M2Charles Schwab→
B58PASSPORT WEALTH MANAGEMENT LLC
CRD 297449
NC$115.3M2Charles Schwab→
B57ASSET STRATEGY RETIREMENT PLAN CONSULTANTS, LLC
CRD 147982
PA$116.4M4Fidelity→
B57PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC
CRD 149889
NC$162.8M3Charles 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→
B56CALAMITA WEALTH MANAGEMENT INC.
CRD 153316
NC$138.2M2Charles Schwab→
B56ENGLEBERT FINANCIAL ADVISERS, LLC
CRD 300568
PA$156.6M3Charles Schwab→
B56EVERGREEN WEALTH ADVISORS
CRD 326535
NC$112.5M3Charles Schwab→