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172 firms
ActiveState: TN×State: UT×Custodian: State Street×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90CARMICHAEL CAPITAL, INC.
CRD 118468
TN$126.6M1Charles Schwab→
A77BARNETT & CO INC
CRD 105867
TN$142.0M3Charles Schwab→
A75ERISA ADVISERS, INC.
CRD 170487
TN$187.1M1Charles Schwab→
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab→
A66LONE PEAK ADVISERS, LLC
CRD 296772
UT$125.4M8Charles Schwab→
A65SAGE INVESTMENT COUNSEL LLC
CRD 116907
TN$164.6M4Charles Schwab→
A65SMITH & CO ADVISORY LLC
CRD 333042
TN$118.5M1Charles Schwab→
B64ADDITIVE ADVISORY PBC
CRD 283979
TN$140.9M1Charles Schwab→
B61PRIVATE WEALTH MANAGEMENT, INC.
CRD 120823
TN$832.5M2Charles Schwab→
B61KEELER THOMAS MANAGEMENT LLC
CRD 109522
UT$305.5M5Charles Schwab→
B61LANDMARK WEALTH ADVISORS, LLC
CRD 166989
UT$135.9M2Charles Schwab→
B61BRANDON FINANCIAL PLANNING, INC.
CRD 110267
TN$434.9M2Charles Schwab→
B60GHE, LLC
CRD 125245
TN$252.6M3Charles Schwab→
B60ALDEBARAN FINANCIAL INC
CRD 105741
TN$222.8M3Charles Schwab→
B57CAMPBELL ASSET MANAGEMENT, LLC
CRD 125052
TN$146.0M3Charles Schwab→
B57BROOKS, MOORE & ASSOCIATES, INC.
CRD 105716
TN$348.9M3Charles Schwab→
B56AG FINANCIAL, LLC
CRD 140226
UT$103.5M2Charles Schwab→
B56PARAGON CAPITAL MANAGEMENT INC
CRD 105962
UT$153.4M3Charles Schwab→
B55COSEY FINANCIAL SERVICES, INC.
CRD 140175
TN$123.7M3Charles Schwab→
B55GUARDIAN WEALTH MANAGEMENT, LLC
CRD 146923
UT$174.8M3Charles Schwab→
B55LARSEN, GLEN ALLEN
CRD 118496
UT$146.6M—Charles Schwab→
B54DORIAN EASON ASSET MANAGEMENT, LLC
CRD 113724
TN$27.1M1Charles Schwab→
B53JEFFERSON BRIDGE CAPITAL, LLC
CRD 325636
TN$146.2M3Charles Schwab→
B53THE NALLS SHERBAKOFF GROUP, LLC
CRD 168239
TN$337.1M3Charles Schwab→
B53BLONG FINANCIAL, LLC
CRD 164746
TN$202.0M2Charles Schwab→
B53W ADVISORS LLC
CRD 168452
TN$244.9M2Charles Schwab→
B53COORDINATED WEALTH MANAGEMENT, L.L.C.
CRD 141348
TN$113.9M1Charles Schwab→
B51NORTH CAPITAL, INC.
CRD 148802
UT$292.6M11Charles Schwab→
B51CACHETECH INC.
CRD 327688
UT$547.4M3Charles Schwab→
B51FINANCIAL NETWORK WEALTH ADVISORS LLC
CRD 318842
UT$515.4M6Charles Schwab→
B51LECONTE WEALTH MANAGEMENT, LLC
CRD 168539
TN$346.8M7Charles Schwab→
B51COIGN CAPITAL ADVISORS LLC
CRD 171306
UT$472.9M7Charles Schwab→
B50MISSION VALUE PARTNERS, LLC
CRD 153704
TN$303.2M—State Street→
B50CANNON CAPITAL MANAGEMENT, INC.
CRD 144247
UT$386.1M3Charles Schwab→
C50ALTA CAPITAL MANAGEMENT LLC
CRD 106786
UT$1.60B12Charles Schwab→
C50LEGACY WEALTH MANAGEMENT INC
CRD 108619
TN$2.66B16Charles Schwab→
C50JACOBSEN CAPITAL MANAGEMENT, LLC
CRD 116085
UT$562.9M3Charles Schwab→
C49HMS CAPITAL MANAGEMENT, LLC
CRD 149764
TN$281.9M6Charles Schwab→
C49NAVIGATE FINANCIAL LLC
CRD 325945
UT$337.9M2Charles Schwab→
C48FRAZEE INVESTMENT CONSULTING, INC.
CRD 123662
TN$195.5M5Charles Schwab→
C47TRUEHAVEN CAPITAL, LLC
CRD 332005
TN$62.3M2Charles Schwab→
C47SUN FINANCIAL, INC.
CRD 333404
UT$217.5M3Charles Schwab→
C47DIAMOND WEALTH MANAGEMENT, LLC
CRD 288603
UT$212.0M6Charles Schwab→
C45SHAYNE & JACOBS, LLC
CRD 109423
TN$429.5M2Charles Schwab→
C45TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC.
CRD 113586
TN$277.3M1Charles Schwab→
C45JACOBS EQUITY
CRD 147725
UT$133.2M3Charles Schwab→
C44ABG CONSULTANTS, LLC
CRD 131129
UT$697.4M4Charles Schwab→
C44MCBREARTY CAPITAL MANAGEMENT INC
CRD 108972
TN$279.7M2Charles Schwab→
C44EFINANCIAL ALLIANCE, LLC
CRD 161352
TN$291.9M4Charles Schwab→
C44J. MARK NICKELL & CO.
CRD 111635
TN$146.4M3Charles Schwab→