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57 firms
ActiveState: AL×Custodian: U.S. Bank×Custodian: Charles Schwab×Custodian: Fidelity×clear all
ScoreFirmStateAUMAdvisorsCustodian
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab→
B59SOUTHERN CAPITAL SERVICES, INC.
CRD 105582
AL$192.5M6Charles Schwab→
B57DMC GROUP, LLC
CRD 174077
AL$176.7M3Charles Schwab→
B57BHK INVESTMENT ADVISORS, LLC
CRD 140515
AL$794.1M5Charles Schwab→
B56COLARION LLC
CRD 284588
AL$188.3M3Charles Schwab→
B55AULL & MONROE INVESTMENT MANAGEMENT CORP
CRD 104830
AL$323.2M4Charles Schwab→
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3M—Charles Schwab→
B52PEOPLE MAKE THE DIFFERENCE, INC.
CRD 159443
AL$111.6M2Charles Schwab→
C49HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
CRD 106454
AL$424.4M2Charles Schwab→
C49BROOKLINE INVESTMENTS, INC.
CRD 109239
AL$281.5M2Charles Schwab→
C48APPROACH RETIREMENT ADVISORS, LLC
CRD 166221
AL$227.5M2Charles Schwab→
C48TRUST ADVISORY GROUP LTD
CRD 106926
AL$313.5M20Charles Schwab→
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab→
C46NAVIANT PARTNERS, LLC
CRD 339108
AL$177.3M2Charles Schwab→
C45TUCKER JR., DOUGLAS, RAY
CRD 298292
AL$339.0M3Charles Schwab→
C45MAGNOLIA WEALTH MANAGEMENT LLC
CRD 297598
AL$183.3M2Charles Schwab→
C45BLALOCK WILLIAMS, LLC
CRD 325465
AL$242.6M2Charles Schwab→
C44BONAVENTURE CAPITAL, LLC
CRD 120780
AL$493.8M2Charles Schwab→
C44PARK LANE ADVISORS, LLC
CRD 338445
AL$623.9M—Fidelity→
C41WILKINS MILLER WEALTH MANAGEMENT, LLC
CRD 162222
AL$257.5M2Charles Schwab→
C41STEADMONT ADVISORS, LLC
CRD 328882
AL$430.7M4Fidelity→
C41ARAGON FAMILY OFFICE LLC
CRD 337597
AL$112.0M2Charles Schwab→
C41WFG CAPITAL ADVISORS, LLC
CRD 310008
AL$354.8M2Charles Schwab→
C39LONGVIEW FINANCIAL ADVISORS, INC.
CRD 122451
AL$208.2M3Fidelity→
C38BMSS WESSON WEALTH SOLUTIONS, LLC
CRD 282792
AL$704.0M8Charles Schwab→
C38BROWN MCLEOD, INC
CRD 155548
AL$468.2M6Charles Schwab→
C38CANTERBURY CAPITAL WEALTH MANAGEMENT, LLC
CRD 337758
AL$132.1M2Charles Schwab→
C37FAIRVOY PRIVATE WEALTH, LLC
CRD 329636
AL$605.1M6Fidelity→
C36ONEASCENT FAMILY OFFICE LLC
CRD 323305
AL$544.5M9Charles Schwab→
C36SOUTHERN FINANCIAL GROUP, LLC
CRD 142644
AL$1.05B3Fidelity→
C36BLUEWATER WEALTH ADVISORS, LLC
CRD 330078
AL$145.8M3Charles Schwab→
C35STRAUSS WEALTH ADVISING, INC.
CRD 310512
AL$276.0M3Fidelity→
C34MARBLE WEALTH, LLC
CRD 335291
AL$1.05B5Fidelity→
C33CAPSTONE WEALTH MANAGEMENT, LLC
CRD 118296
AL$416.1M9Charles Schwab→
C33SUNBURST FINANCIAL GROUP, LLC
CRD 283605
AL$808.1M7Charles Schwab→
C32MAYFAIR ADVISORY GROUP, LLC
CRD 304668
AL$806.4M4Charles Schwab→
C32KASSOUF WEALTH ADVISORS, LLC
CRD 122683
AL$471.3M6Charles Schwab→
C31ONEASCENT WEALTH MANAGEMENT LLC
CRD 308057
AL$475.6M13Charles Schwab→
C30JACKSON THORNTON WEALTH MANAGEMENT, LLC
CRD 116091
AL$2.01B10Charles Schwab→
C29SMITH THORNTON ADVISORS, LLC
CRD 312537
AL$852.3M8Charles Schwab→
C29LEAVELL INVESTMENT MANAGEMENT, INC.
CRD 107890
AL$3.40B24Charles Schwab→
C28TIMBERCHASE FINANCIAL, LLC
CRD 131205
AL$280.2M4Charles Schwab→
C28NAVIGATE WEALTH MANAGEMENT, LLC
CRD 173770
AL$429.6M7Charles Schwab→
C27WAVERLY ADVISORS, LLC
CRD 115332
AL$29.78B50Charles Schwab→
C27ONEASCENT FINANCIAL SERVICES LLC
CRD 284549
AL$3.54B50Charles Schwab→
C27TRUEWEALTH ADVISORS, LLC
CRD 298838
AL$547.5M14Charles Schwab→
C26MELD FINANCIAL, INC.
CRD 118896
AL$776.4M10Fidelity→
C26MAINSAIL ASSET MANAGEMENT, LLC
CRD 128373
AL$598.8M4Charles Schwab→
C26ONEASCENT INVESTMENT SOLUTIONS, LLC
CRD 285512
AL$987.2M1Charles Schwab→