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236 firms
ActiveState: AZ×State: OR×Custodian: Pershing×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A72BRIDGELIGHT CAPITAL LLC
CRD 154920
AZ$136.4M3Charles Schwab→
A72COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
OR$110.5M2Charles Schwab→
A69ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
OR$211.7M11Charles Schwab→
A69TITAN MANAGERS, LLC
CRD 319447
AZ$84.2M2Charles Schwab→
A68NORTH FORTY TWO & CO.
CRD 148417
OR$167.9M1Charles Schwab→
A68FINANCIAL PLANNING FIRST, LLC
CRD 319273
AZ$113.9M3Charles Schwab→
A66LANE BROTHERS & CO INC
CRD 105968
AZ$240.1M5Charles Schwab→
A65HILLSPRING FINANCIAL, INC.
CRD 113938
AZ$186.0M10Charles Schwab→
A65IMMACULATE WEALTH MANAGEMENT, LLC
CRD 167657
AZ$140.8M2Charles Schwab→
B65DYNAMIC WEALTH ADVISORS
CRD 169792
AZ$140.1M4Charles Schwab→
B63PROFOCUS, INCORPORATED
CRD 113954
AZ$156.5M14Charles Schwab→
B62WILKINSON WEALTH MANAGEMENT, LLC
CRD 317741
AZ$164.7M2Charles Schwab→
B61RETIREMENT CONSULTING GROUP, INC.
CRD 311184
OR$457.0M2Charles Schwab→
B61INTRINSIC VALUE PARTNERS, LLC
CRD 165214
AZ$220.6M2Charles Schwab→
B61MEIXLER INVESTMENT MANAGEMENT, LTD.
CRD 168223
AZ$228.4M1Charles Schwab→
B61LEVIN FUNDING GROUP LLC
CRD 170087
AZ$215.4M1Charles Schwab→
B61OREGON PACIFIC WEALTH MANAGEMENT, LLC
CRD 283958
OR$156.3M4Charles Schwab→
B59C2C WEALTH MANAGEMENT, LLC
CRD 284148
AZ$179.8M1Charles Schwab→
B59UNION CAPITAL COMPANY
CRD 110301
AZ$150.0M13Charles Schwab→
B59SUMMA GLOBAL ADVISORS, LLC
CRD 148713
OR$144.1M2Charles Schwab→
B59WILLAMETTE FINANCIAL ADVISORS, LLC
CRD 173482
OR$117.5M2Charles Schwab→
B58BLEDSOE ASSET MANAGEMENT, LLC
CRD 145943
AZ$189.0M5Charles Schwab→
B58LARRY MATHIS FINANCIAL PLANNING, L.L.C.
CRD 172858
AZ$212.8M5Charles Schwab→
B58SPAHN WEALTH & RETIREMENT LLC
CRD 285932
AZ$181.4M1Charles Schwab→
B58PEARL WEALTH LLC
CRD 299508
OR$156.3M2Charles Schwab→
B58CLEARVIEW WEALTH ADVISORS, LLC
CRD 305737
OR$201.8M2Charles Schwab→
B57WEALTH MANAGEMENT SOLUTIONS, LLC
CRD 127517
AZ$172.6M3Charles Schwab→
B57VORA WEALTH MANAGEMENT, PLLC
CRD 153559
AZ$74.8M—Charles Schwab→
B57SPRINGWATER WEALTH MANAGEMENT, LLC
CRD 167539
OR$203.9M2Charles Schwab→
B57SPIRIT WEST ADVISORS, LLC
CRD 285314
AZ$111.1M1Charles Schwab→
B57THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
CRD 140551
AZ$538.8M1Charles Schwab→
B57BILTMORE WEALTH MANAGEMENT, LLC
CRD 151365
AZ$439.6M3Charles Schwab→
B56TAURUM RETIREMENT PARTNERS, LLC
CRD 282017
AZ$155.9M2Charles Schwab→
B56CAPSTONE WEALTH ADVISORS, LLC
CRD 287670
OR$102.4M2Charles Schwab→
B55WALL CAPITAL GROUP, INC.
CRD 105913
AZ$294.7M3Charles Schwab→
B55GRANGE CAPITAL, LLC
CRD 131699
OR$217.2M4Charles Schwab→
B55PACIFIC COAST INVESTMENT ADVISORS, LLC
CRD 137963
OR$122.2M1Charles Schwab→
B54STERLING INVESTMENT MANAGEMENT, LLC
CRD 112923
AZ$409.2M3Charles Schwab→
B54TENBRIDGE PARTNERS LLC
CRD 159378
OR$110.0M4Charles Schwab→
B54CAPITOL FAMILY OFFICE, INC.
CRD 312005
OR$136.1M2Charles Schwab→
B54TRADEWINDS ASSET MANAGEMENT, LLC
CRD 323879
OR$135.1M3Charles Schwab→
B54SAMARA INVESTMENT MANAGEMENT, LLC
CRD 336178
OR$123.0M2Charles Schwab→
B53ONE WEALTH CAPITAL MANAGEMENT, LLC
CRD 331395
AZ$306.8M6Charles Schwab→
B53R.H. INVESTMENT GROUP, LLC
CRD 115994
AZ$238.5M1Charles Schwab→
B53WEALTH ENGINEERING, LLC
CRD 128549
AZ$171.0M1Charles Schwab→
B53ROOTED FINANCIAL GROUP, LLC
CRD 335302
OR$108.7M2Charles Schwab→
B52EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
CRD 313103
OR$808.9M—Pershing→
B52PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
CRD 171321
OR$235.4M3Charles Schwab→
B52RIDGELINE WEALTH LLC
CRD 318258
AZ$172.8M4Charles Schwab→
B51AUXIER ASSET MANAGEMENT LLC
CRD 107980
OR$946.1M6Charles Schwab→