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269 firms
ActiveState: VA×State: MD×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→
A73REUTEMANN FINANCIAL SOLUTIONS, INC.
CRD 153247
MD$251.6M6Charles Schwab→
A72MOUNT VERNON ASSOCIATES INC
CRD 107099
MD$232.5M1Charles Schwab→
A70MONTGOMERY INVESTMENT MANAGEMENT INC
CRD 105417
MD$490.0M2Charles Schwab→
A68KIRK CAPITAL ADVISORS LLC
CRD 312401
VA$204.9M4Charles Schwab→
A66HILLMAN CAPITAL MANAGEMENT INC
CRD 110096
MD$195.9M2Charles Schwab→
A65JAMES SCOTT S CO
CRD 105861
VA$139.4M3Pershing→
A65KORVING & COMPANY LLC
CRD 152095
VA$137.5M3Charles Schwab→
A65OCTOBER EFFECT LTD.
CRD 281369
VA$138.9M4Charles 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→
B62PROMETHIUM ADVISORS, LLC
CRD 329565
MD$235.3M4Charles Schwab→
B61HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
CRD 116670
VA$357.2M3Charles Schwab→
B59STANDARD PARTNERS LLC
CRD 167956
MD$108.3M1Charles Schwab→
B59CHARMARLINE WEALTH MANAGEMENT LLC
CRD 336719
VA$118.8M1Charles Schwab→
B58SCHAEFFER FINANCIAL LLC
CRD 133697
MD$257.7M7Charles Schwab→
B58WESTBOURNE INVESTMENTS, INC.
CRD 37499
VA$276.4M5Charles Schwab→
B58ARTHUR STEIN FINANCIAL, LLC
CRD 160627
MD$141.2M3Charles Schwab→
B57WEALTHTRAK CAPITAL MANAGEMENT, L.L.C.
CRD 160057
VA$195.4M5Charles Schwab→
B56THE FINANCIAL CONSULATE, INC
CRD 106898
MD$1.10B13Charles Schwab→
B55SIMA WEALTH PARTNERS, LLC
CRD 159943
VA$156.7M5Charles 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→
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→
B53MCLAUGHLIN RYDER INVESTMENTS, INC.
CRD 147529
VA$522.1M5Pershing→
B53AMERICAN FINANCIAL MANAGEMENT, LTD.
CRD 111016
MD$31.6M2Charles Schwab→
B53WILLS FINANCIAL GROUP, LLC
CRD 334431
VA$385.7M4Charles Schwab→
B53POINTER FINANCIAL ADVISORS LLC
CRD 326745
MD$176.4M2Charles Schwab→
B52TORRAY INVESTMENT PARTNERS LLC
CRD 105818
MD$750.1M4Charles Schwab→
B52WAYPOINT WEALTH MANAGEMENT, LLC
CRD 155574
MD$242.5M1Charles Schwab→
B52HZ INVESTMENTS INC.
CRD 312268
MD$591.4M1Charles Schwab→
B51MACROVIEW INVESTMENT MANAGEMENT LLC
CRD 149621
MD$387.1M4Charles Schwab→
B51MARATHON CAPITAL MANAGEMENT LLC
CRD 119416
MD$790.1M5Charles Schwab→
B51KENDALL CAPITAL MANAGEMENT
CRD 134740
MD$743.9M8Charles Schwab→
B51REDMOND ASSET MANAGEMENT, LLC
CRD 138706
VA$537.2M2Charles Schwab→
B51BROAD RUN INVESTMENT MANAGEMENT, LLC
CRD 165067
VA$681.8M5Charles Schwab→
B51TAYLOR FINANCIAL GROUP, INC.
CRD 116744
VA$410.0M4Pershing→
B50OXFORD CAPITAL MANAGEMENT, INC.
CRD 118359
VA$170.0M2Charles Schwab→
C49PARTNERSHIP WEALTH MANAGEMENT, LLC
CRD 285718
MD$234.9M2Charles Schwab→
C49ACTS FINANCIAL ADVISORS, LLC
CRD 325930
VA$126.5M2Charles Schwab→
C49ARIA WEALTH PARTNERS, LLC
CRD 334270
VA$112.3M2Charles Schwab→
C49RIVER CRESCENT ADVISORS, LLC
CRD 334629
VA$136.8M2Charles Schwab→