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593 firms
ActiveState: NC×State: PA×State: CO×Custodian: Pershing×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A87LARIMER CAPITAL CORP
CRD 18189
CO$169.9M2Charles Schwab→
A81EHB FINANCIAL RESOURCES MANAGEMENT, INC.
CRD 116186
PA$164.0M1Charles Schwab→
A80CHARTERED ADVISORY GROUP, INC.
CRD 116517
PA$127.7M4Charles Schwab→
A79MUTUAL FUND PROTECTION SERVICE
CRD 115961
CO$102.0M1Charles Schwab→
A79SANCTUARY WEALTH ADVISORS LLC
CRD 285428
CO$191.5M2Pershing→
A76INTEGRA FINANCIAL, INC.
CRD 113422
CO$123.4M4Charles Schwab→
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→
A72CORNERSTONE INVESTMENT ADVISORS, LLC
CRD 116447
CO$180.8M2Charles Schwab→
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→
A68ZIDEL FINANCIAL, INC.
CRD 135047
CO$159.6M1Charles Schwab→
A68CAPITAL MANAGEMENT LLC
CRD 109416
NC$383.0M3Charles Schwab→
A68THE WEALTH GROUP, LTD
CRD 154106
NC$160.2M5Charles Schwab→
A67BRUCE G. ALLEN INVESTMENTS, LLC
CRD 287859
CO$258.1M2Charles Schwab→
A66KOHLHEPP INVESTMENT ADVISORS, LTD.
CRD 113989
PA$204.6M3Charles Schwab→
A66WEALTHKARE.COM, INC.
CRD 115111
PA$125.7M8Charles Schwab→
A66AGEMY WEALTH ADVISORS, LLC
CRD 218512
CO$130.5M3Charles Schwab→
A65ROBBINS FINANCIAL ADVISORY SERVICE INC
CRD 106088
PA$241.7M3Charles Schwab→
A65PEAK CAPITAL MANAGEMENT, LLC
CRD 141488
CO$165.2M4Charles Schwab→
A65GOUWS CAPITAL LLC
CRD 153812
NC$209.9M2Charles Schwab→
A65HINCHLEY ADVISORY GROUP, LLC
CRD 157860
CO$193.1M1Charles Schwab→
A65PINAFORE WEALTH COUNSEL INC.
CRD 170540
NC$173.6M2Charles Schwab→
A65GILPIN WEALTH MANAGEMENT LLC
CRD 311336
CO$227.2M4Charles 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→
B63ACCELERATED WEALTH ADVISORS LLC
CRD 170022
CO$180.5M1Pershing→
B62ATHENAINVEST ADVISORS LLC
CRD 146224
CO$80.4M4Charles Schwab→
B62VALLEY BROOK CAPITAL GROUP, INC.
CRD 122460
PA$223.3M6Charles Schwab→
B62H. S. DREHER CAPITAL MANAGEMENT, LLC
CRD 104537
NC$148.2M2Charles Schwab→
B62TNL ASSET MANAGEMENT LLC
CRD 137419
CO$139.3M1Charles Schwab→
B62SILVERPEAK WEALTH ADVISORS, LLC
CRD 170732
CO$177.4M2Charles Schwab→
B61TOWLE & CO
CRD 110862
CO$473.7M11Pershing→
B61ALTIUS FINANCIAL, INC.
CRD 113268
CO$212.2M3Charles Schwab→
B61SECTOR ANALYSTS LLC
CRD 169789
PA$238.2M2Charles Schwab→
B61RED MOUNTAIN FINANCIAL, LLC
CRD 277100
CO$184.4M—Charles 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→
B60HINDS FINANCIAL GROUP INC
CRD 129971
CO$536.9M6Pershing→
B59NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
CRD 328279
PA$659.8M2Charles Schwab→
B59CONSILIUM, LLC
CRD 304503
CO$215.0M1Charles Schwab→
B59PEACE OF MIND FINANCIAL, INC
CRD 289067
CO$123.6M2Charles 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→