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289 firms
ActiveState: AZ×State: VA×Custodian: Pershing×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A84BLUELIST PARTNERS, LLC
CRD 304568
VA$134.3M1Charles Schwab→
A73ALEXANDER RANDOLPH ADVISORY INC
CRD 106024
VA$403.9M2Charles Schwab→
A72BRIDGELIGHT CAPITAL LLC
CRD 154920
AZ$136.4M3Charles Schwab→
A69TITAN MANAGERS, LLC
CRD 319447
AZ$84.2M2Charles Schwab→
A68KIRK CAPITAL ADVISORS LLC
CRD 312401
VA$204.9M4Charles Schwab→
A68FINANCIAL PLANNING FIRST, LLC
CRD 319273
AZ$113.9M3Charles Schwab→
A66LANE BROTHERS & CO INC
CRD 105968
AZ$240.1M5Charles Schwab→
A65JAMES SCOTT S CO
CRD 105861
VA$139.4M3Pershing→
A65HILLSPRING FINANCIAL, INC.
CRD 113938
AZ$186.0M10Charles Schwab→
A65KORVING & COMPANY LLC
CRD 152095
VA$137.5M3Charles Schwab→
A65IMMACULATE WEALTH MANAGEMENT, LLC
CRD 167657
AZ$140.8M2Charles Schwab→
A65OCTOBER EFFECT LTD.
CRD 281369
VA$138.9M4Charles Schwab→
B65DYNAMIC WEALTH ADVISORS
CRD 169792
AZ$140.1M4Charles Schwab→
B64COMPREHENSIVE FINANCIAL PLANNING CORPORATION
CRD 107549
VA$263.9M3Charles Schwab→
B64XPS CAPITAL LLC
CRD 311665
VA$95.3M2Charles Schwab→
B64COURAGE MILLER PARTNERS, LLC
CRD 147360
VA$480.7M3Charles Schwab→
B63PROFOCUS, INCORPORATED
CRD 113954
AZ$156.5M14Charles Schwab→
B62WILKINSON WEALTH MANAGEMENT, LLC
CRD 317741
AZ$164.7M2Charles 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→
B61HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
CRD 116670
VA$357.2M3Charles Schwab→
B59C2C WEALTH MANAGEMENT, LLC
CRD 284148
AZ$179.8M1Charles Schwab→
B59UNION CAPITAL COMPANY
CRD 110301
AZ$150.0M13Charles Schwab→
B59CHARMARLINE WEALTH MANAGEMENT LLC
CRD 336719
VA$118.8M1Charles Schwab→
B58WESTBOURNE INVESTMENTS, INC.
CRD 37499
VA$276.4M5Charles 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→
B57WEALTH MANAGEMENT SOLUTIONS, LLC
CRD 127517
AZ$172.6M3Charles Schwab→
B57VORA WEALTH MANAGEMENT, PLLC
CRD 153559
AZ$74.8M—Charles Schwab→
B57WEALTHTRAK CAPITAL MANAGEMENT, L.L.C.
CRD 160057
VA$195.4M5Charles 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→
B55SIMA WEALTH PARTNERS, LLC
CRD 159943
VA$156.7M5Charles Schwab→
B55WALL CAPITAL GROUP, INC.
CRD 105913
AZ$294.7M3Charles Schwab→
B55CLIO ASSET MANAGEMENT LLC
CRD 298041
VA$134.5M1Charles Schwab→
B54JUNO FINANCIAL GROUP LLC
CRD 336362
VA$541.9M7Charles Schwab→
B54MORRIS & WELLS WEALTH MANAGEMENT
CRD 162411
VA$987.9M—Charles Schwab→
B54STERLING INVESTMENT MANAGEMENT, LLC
CRD 112923
AZ$409.2M3Charles Schwab→
B54PEAKVALLEY WEALTH, LLC
CRD 165542
VA$130.3M4Charles Schwab→
B54DECISIONMAP WEALTH MANAGEMENT, LLC
CRD 328429
VA$363.4M4Charles Schwab→
B54HENDERSON FINANCIAL GROUP LLC
CRD 333013
VA$136.4M3Charles Schwab→
B54TENZING FINANCIAL LLC
CRD 335259
VA$231.1M3Charles Schwab→
B54WELLINGTON CONSULTING SERVICES INC
CRD 105837
VA$1.69B9Charles Schwab→
B53THE ITHAKA GROUP, LLC
CRD 146975
VA$572.1M3Charles Schwab→
B53ONE WEALTH CAPITAL MANAGEMENT, LLC
CRD 331395
AZ$306.8M6Charles Schwab→
B53MCLAUGHLIN RYDER INVESTMENTS, INC.
CRD 147529
VA$522.1M5Pershing→