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538 firms
ActiveState: SC×State: UT×State: TX×Custodian: U.S. Bank×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A76PORTFOLIO MANAGEMENT, LLC
CRD 107129
TX$151.9M2Charles Schwab→
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A75MILLER GLOBAL INVESTMENTS, L.L.C.
CRD 114683
TX$199.4M2Charles Schwab→
A72PINGORA PARTNERS LLC
CRD 148262
TX$199.4M1Charles Schwab→
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab→
A71VANN EQUITY MANAGEMENT LLC
CRD 174239
TX$231.2M6Charles Schwab→
A70DIESSLIN GROUP, INC.
CRD 110557
TX$696.3M5Charles Schwab→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A67RPS RETIREMENT PLAN ADVISORS
CRD 319220
TX$336.3M4Charles Schwab→
A66BIRNAM WOOD CAPITAL, LLC
CRD 269897
TX$106.1M1Charles Schwab→
A66LONE PEAK ADVISERS, LLC
CRD 296772
UT$125.4M8Charles Schwab→
A65MONEY MANAGERS, INC.
CRD 104529
TX$146.6M3Charles Schwab→
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab→
B64FOUNDERS CAPITAL MANAGEMENT INC
CRD 111164
TX$281.8M3Charles Schwab→
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab→
B64CARGILE INVESTMENT MANAGEMENT, INC.
CRD 116982
TX$394.6M3Charles Schwab→
B61PUTTERMAN, DEAN ELIOT
CRD 111779
TX$324.5M—Charles Schwab→
B61KEELER THOMAS MANAGEMENT LLC
CRD 109522
UT$305.5M5Charles Schwab→
B61CERTIFIED FINANCIAL STRATEGIES CORPORATION
CRD 114361
TX$133.3M2Charles Schwab→
B61CAPITAL ADVISORY GROUP, INC.
CRD 114539
TX$224.9M2Charles Schwab→
B61BISON INVESTMENT ADVISORS, LLC
CRD 149775
TX$157.5M3Charles Schwab→
B61LANDMARK WEALTH ADVISORS, LLC
CRD 166989
UT$135.9M2Charles Schwab→
B61FAMILY DYNASTY ADVISORS LLC
CRD 297082
TX$52.3M2Charles Schwab→
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab→
B60JTS FUND ADVISORS, LLC
CRD 283677
TX$156.4M—U.S. Bank→
B60M & A CONSULTING GROUP, LLC
CRD 286078
TX$155.4M2Charles Schwab→
B59D.H. HILL ADVISORS, INC.
CRD 116324
TX$226.4M18Charles Schwab→
B59PIVOT POINT ADVISORS, LLC
CRD 130562
TX$141.7M2Charles Schwab→
B59FOGARTY WEALTH MANAGEMENT, INC.
CRD 283998
TX$135.3M1Charles Schwab→
B58TKC WEALTH MANAGEMENT LLC
CRD 158498
TX$138.6M5Charles Schwab→
B58EFS ASSET MANAGEMENT LLC
CRD 106184
TX$70.0M1Charles Schwab→
B58J.K. FINANCIAL, INC.
CRD 114929
TX$195.8M2Charles Schwab→
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab→
B58MERCANTILE ADVISORS I, LLC
CRD 165094
TX$146.0M2Charles Schwab→
B57FRUTH INVESTMENT MANAGEMENT
CRD 107273
TX$417.8M3Charles Schwab→
B57LEGACY CG LLC
CRD 108541
TX$378.6M4Charles Schwab→
B56ADVISORS CRYPTO, INC.
CRD 109201
TX$11.2M—Charles Schwab→
B56AG FINANCIAL, LLC
CRD 140226
UT$103.5M2Charles Schwab→
B56FULCRUM EQUITY MANAGEMENT, LLC
CRD 159099
TX$192.8M4Charles Schwab→
B56SPRINGVEST WEALTH MANAGEMENT, LLC
CRD 329297
TX$236.6M4Charles Schwab→
B56PARAGON CAPITAL MANAGEMENT INC
CRD 105962
UT$153.4M3Charles Schwab→
B55INTEGRATED WEALTH STRATEGIES, LLC
CRD 155254
TX$151.7M2Charles Schwab→
B55GUARDIAN WEALTH MANAGEMENT, LLC
CRD 146923
UT$174.8M3Charles Schwab→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
B55BIRD ROCK ASSET MANAGEMENT, LP.
CRD 138872
TX$146.3M6Charles Schwab→
B55PRECEDENT WEALTH PARTNERS, LLC
CRD 325203
TX$685.0M18Charles Schwab→
B55LARSEN, GLEN ALLEN
CRD 118496
UT$146.6M—Charles Schwab→
B55ARGENT WEALTH MANAGEMENT, INC.
CRD 135376
TX$172.4M2Charles Schwab→