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147 firms
ActiveState: NC×Custodian: Pershing×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A72WELLS FINANCIAL MANAGEMENT, LLC
CRD 158030
NC$132.7M1Charles Schwab→
A68CAPITAL MANAGEMENT LLC
CRD 109416
NC$383.0M3Charles Schwab→
A68THE WEALTH GROUP, LTD
CRD 154106
NC$160.2M5Charles Schwab→
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→
B64BLUE WATER CAPITAL MANAGEMENT, LLC
CRD 127193
NC$159.8M4Charles Schwab→
B62H. S. DREHER CAPITAL MANAGEMENT, LLC
CRD 104537
NC$148.2M2Charles Schwab→
B59REH WEALTH ADVISORS LLC
CRD 153826
NC$110.5M1Charles Schwab→
B59GRANADA WEALTH MANAGEMENT, LLC
CRD 285812
NC$171.4M1Charles Schwab→
B58SOUND FINANCIAL MANAGEMENT, INC.
CRD 122670
NC$134.1M2Charles Schwab→
B58PASSPORT WEALTH MANAGEMENT LLC
CRD 297449
NC$115.3M2Charles Schwab→
B57PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC
CRD 149889
NC$162.8M3Charles Schwab→
B56CALAMITA WEALTH MANAGEMENT INC.
CRD 153316
NC$138.2M2Charles Schwab→
B56EVERGREEN WEALTH ADVISORS
CRD 326535
NC$112.5M3Charles Schwab→
B55PENDLETON FINANCIAL, LLC
CRD 325303
NC$160.0M1Charles Schwab→
B55FOREST CAPITAL OPERATING COMPANY LLC
CRD 325514
NC$143.2M2Charles Schwab→
B54ABS LEGACY PARTNERS, LLC
CRD 325604
NC$670.8M1Charles Schwab→
B54THE PINES WEALTH MANAGEMENT, LLC
CRD 326353
NC$485.9M2Charles Schwab→
B53CANNON WEALTH MANAGEMENT SERVICES, LLC
CRD 323302
NC$245.2M5Charles Schwab→
B53EASTOVER INVESTMENT ADVISORS, LLC
CRD 150821
NC$392.3M3Charles Schwab→
B53KENNETH FRENKE & CO., INC.
CRD 109352
NC$206.5M2Charles Schwab→
B53SMITH PARTNERS WEALTH MANAGEMENT, LLC
CRD 112231
NC$196.1M9Charles Schwab→
B53MCGRATH & ASSOCIATES, INC.
CRD 121197
NC$155.9M2Charles Schwab→
B52EQV ADVISORY, LLC
CRD 338271
NC$106.8M4Charles Schwab→
B52AIM ADVISORS, LLC
CRD 325125
NC$158.2M3Charles Schwab→
B51PHYSICIANS FINANCIAL SERVICES, INC.
CRD 118519
NC$482.3M3Charles Schwab→
B50SABER CAPITAL MANAGEMENT LLC
CRD 166103
NC$129.3M1Charles Schwab→
B50FPF FA L.L.C.
CRD 311329
NC$181.3M1Charles Schwab→
C50SHAH CAPITAL MANAGEMENT, INC
CRD 133941
NC$768.0M1Charles Schwab→
C49HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC
CRD 323171
NC$119.6M2Charles Schwab→
C48TRIANGLE SECURITIES WEALTH MANAGEMENT, INC
CRD 148156
NC$1.29B9Charles Schwab→
C48ARK ROYAL WEALTH MANAGEMENT LLC
CRD 175151
NC$169.3M3Charles Schwab→
C48MILESTONE INVESTMENTS, INC.
CRD 47090
NC$277.3M2Charles Schwab→
C48FIRST FINANCIAL GROUP CORPORATION
CRD 134006
NC$317.0M4Charles Schwab→
C47INTEGRATIVE PLANNING, INC.
CRD 336307
NC$101.4M3Charles Schwab→
C47SAFE HARBOR FAMILY CAPITAL, LLC
CRD 317547
NC$613.9M1Charles Schwab→
C46UWHARRIE INVESTMENT ADVISORS, INC.
CRD 117592
NC$337.8M17Pershing→
C46FIRST OAK WEALTH MANAGEMENT, LLC
CRD 288316
NC$316.2M1Charles Schwab→
C46HAYDEN HARPER WEALTH ADVISORY, LLC
CRD 152091
NC$171.1M4Charles Schwab→
C46RIDGELINE WEALTH ADVISORS, LLC.
CRD 284843
NC$189.0M4Charles Schwab→
C46DEFENDER CAPITAL LLC
CRD 159607
NC$510.0M2Charles Schwab→
C45CORDGRASS CAPITAL ADVISORS, LLC
CRD 311528
NC$729.9M2Charles Schwab→
C45INVESTOR ADVISORY GROUP, LLC
CRD 106837
NC$172.1M4Charles Schwab→
C45GREENWAY WEALTH ADVISORS, LLC
CRD 290727
NC$184.5M3Charles Schwab→
C44KUHN ADVISORS, INC.
CRD 117816
NC$800.8M3Charles Schwab→
C44FRAZIER FINANCIAL CONSULTANTS, LLC
CRD 112897
NC$196.0M3Charles Schwab→
C43CAPITAL INVESTMENT COUNSEL INC
CRD 104591
NC$1.02B4Pershing→
C43BILTMORE FAMILY OFFICE, LLC
CRD 167174
NC$3.47B14Charles Schwab→
C42COLLIE FINANCIAL PLANNING, INC.
CRD 134884
NC$162.9M2Charles Schwab→