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395 firms
ActiveState: AZ×State: PA×Custodian: Pershing×Custodian: Folio Institutional×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A81EHB FINANCIAL RESOURCES MANAGEMENT, INC.
CRD 116186
PA$164.0M1Charles Schwab→
A80CHARTERED ADVISORY GROUP, INC.
CRD 116517
PA$127.7M4Charles 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→
A72BRIDGELIGHT CAPITAL LLC
CRD 154920
AZ$136.4M3Charles Schwab→
A70BORER DENTON & ASSOCIATES, INC.
CRD 135729
PA$403.0M2Pershing→
A69GIBRALTAR WEALTH MANAGEMENT, LLC
CRD 124128
PA$212.7M5Charles Schwab→
A69TITAN MANAGERS, LLC
CRD 319447
AZ$84.2M2Charles Schwab→
A68FINANCIAL PLANNING FIRST, LLC
CRD 319273
AZ$113.9M3Charles Schwab→
A66LANE BROTHERS & CO INC
CRD 105968
AZ$240.1M5Charles Schwab→
A66KOHLHEPP INVESTMENT ADVISORS, LTD.
CRD 113989
PA$204.6M3Charles Schwab→
A66WEALTHKARE.COM, INC.
CRD 115111
PA$125.7M8Charles Schwab→
A65ROBBINS FINANCIAL ADVISORY SERVICE INC
CRD 106088
PA$241.7M3Charles 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→
B65CHRISTINE MESSMER, P.C.
CRD 121202
PA$240.6M1Charles Schwab→
B63PROFOCUS, INCORPORATED
CRD 113954
AZ$156.5M14Charles Schwab→
B62VALLEY BROOK CAPITAL GROUP, INC.
CRD 122460
PA$223.3M6Charles 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→
B61SECTOR ANALYSTS LLC
CRD 169789
PA$238.2M2Charles Schwab→
B61LEVIN FUNDING GROUP LLC
CRD 170087
AZ$215.4M1Charles 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→
B59NORTHSTAR ASSET MANAGEMENT COMPANY, LLC
CRD 328279
PA$659.8M2Charles Schwab→
B59C2C WEALTH MANAGEMENT, LLC
CRD 284148
AZ$179.8M1Charles Schwab→
B59UNION CAPITAL COMPANY
CRD 110301
AZ$150.0M13Charles Schwab→
B59COMPASS INVESTMENTS LLC
CRD 141323
PA$93.2M4Charles Schwab→
B59COOMBS WEALTH ADVISORY, LLC
CRD 281132
PA$139.6M2Charles Schwab→
B58COMPREHENSIVE FINANCIAL PLANNING, INC.
CRD 110937
PA$419.3M6Charles Schwab→
B58PENNSYLVANIA CAPITAL MANAGEMENT INC.
CRD 107648
PA$848.6M5Charles Schwab→
B58MARATHON STRATEGIC ADVISORS, LLC
CRD 117108
PA$182.7M1Charles 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→
B57SPIRIT WEST ADVISORS, LLC
CRD 285314
AZ$111.1M1Charles Schwab→
B57THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
CRD 140551
AZ$538.8M1Charles Schwab→
B57ATTINGER, LLC
CRD 311772
PA$394.5M—Charles Schwab→
B57NORDWAND ADVISORS, LLC
CRD 322936
PA$3.97B8Charles Schwab→
B57BILTMORE WEALTH MANAGEMENT, LLC
CRD 151365
AZ$439.6M3Charles Schwab→
B57MB, LEVIS & ASSOCIATES,LLC
CRD 164197
PA$411.6M2Charles Schwab→
B56TAURUM RETIREMENT PARTNERS, LLC
CRD 282017
AZ$155.9M2Charles Schwab→
B56ENGLEBERT FINANCIAL ADVISERS, LLC
CRD 300568
PA$156.6M3Charles Schwab→