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100 firms
ActiveState: CT×Custodian: Wells Fargo×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A84LORETTA NOLAN ASSOCIATES, LLC
CRD 126468
CT$135.8M1Charles Schwab→
A75ASPETUCK FINANCIAL MANAGEMENT LLC
CRD 134500
CT$178.3M1Charles Schwab→
A75ALEXANDER CAPITAL ADVISORS, LLC
CRD 140508
CT$104.2M1Charles Schwab→
A67DIASTOLE WEALTH MANAGEMENT, INC.
CRD 111604
CT$396.0M9Charles Schwab→
B63FAIRFIELD, BUSH & CO.
CRD 105970
CT$589.0M3Charles Schwab→
B63HARTFORD FINANCIAL MANAGEMENT INC
CRD 105039
CT$699.6M7Charles Schwab→
B62VISION INVESTMENT ADVISORS, LLC
CRD 109621
CT$137.4M9Charles Schwab→
B61BURNE FINANCIAL CONCEPTS, LLC
CRD 293013
CT$113.7M1Charles Schwab→
B60CHARTER RESEARCH & INVESTMENT GROUP INC
CRD 106452
CT$275.1M4Charles Schwab→
B58EAST GUILFORD FINANCIAL SERVICES LLC
CRD 127481
CT$193.1M4Charles Schwab→
B57COLCHESTER INVESTMENT COUNSEL LLC
CRD 126805
CT$128.9M2Charles Schwab→
B57KENNEDY WEALTH & TAX MANAGEMENT, LLC
CRD 172394
CT$215.5M1Charles Schwab→
B54BYSKO JOHN ALLAN
CRD 110612
CT$204.3M—Charles Schwab→
B54MULLANEY KEATING & WRIGHT INC
CRD 110743
CT$337.0M3Charles Schwab→
B53DUNBAR ASSOCIATES, LLC
CRD 323134
CT$307.5M2Charles Schwab→
B53SPRINGBOARD ASSET MANAGEMENT LLC
CRD 154862
CT$136.8M2Charles Schwab→
B53JK PRIVATE WEALTH, LLC
CRD 305987
CT$156.4M1Charles Schwab→
B51RISKBRIDGE ADVISORS, LLC
CRD 310396
CT$898.3M10Charles Schwab→
B50CFO CAPITAL MANAGEMENT, LLC
CRD 110950
CT$243.9M—Charles Schwab→
C49SULLIVAN FINANCIAL, LLC
CRD 121371
CT$119.1M2Charles Schwab→
C49BRIDGELIGHT FINANCIAL ADVISORS, INC
CRD 139518
CT$150.8M3Charles Schwab→
C49FREEDOM INVESTMENT MANAGEMENT, INC.
CRD 126052
CT$568.7M5Charles Schwab→
C49SOUND MARK PARTNERS, LLC
CRD 169037
CT$272.0M—Wells Fargo→
C49BOURGEON CAPITAL MANAGEMENT LLC
CRD 108054
CT$1.07B4Charles Schwab→
C48LCR WEALTH MANAGEMENT LLC
CRD 313013
CT$151.8M3Charles Schwab→
C48AUGUST WEALTH ADVISORS LLC
CRD 339322
CT$436.6M4Charles Schwab→
C48WEALTH MANAGEMENT GROUP OF NORTH AMERICA, LLC
CRD 125765
CT$346.4M4Charles Schwab→
C47NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC
CRD 109203
CT$673.0M6Charles Schwab→
C47SKY INVESTMENT GROUP LLC
CRD 134001
CT$931.0M8Charles Schwab→
C46LADD CAPITAL MANAGEMENT LLC
CRD 105162
CT$176.6M2Charles Schwab→
C46SOUND PORTFOLIO ADVISORS, LLC
CRD 125511
CT$151.1M2Charles Schwab→
C45SOMNIO FINANCIAL GROUP, LLC
CRD 174217
CT$168.3M2Charles Schwab→
C45MORRISSEY WEALTH MANAGEMENT LLC
CRD 291228
CT$165.1M2Charles Schwab→
C45AGILIS INVESTMENT MANAGEMENT LLC
CRD 336358
CT$123.8M3Charles Schwab→
C44MAIN STREET RESEARCH LLC
CRD 114629
CT$2.68B17Charles Schwab→
C44KELLY FINANCIAL GROUP, LLC
CRD 136372
CT$474.9M4Charles Schwab→
C44NEWDAY FUNDS, INC.
CRD 174758
CT$6.5M2Charles Schwab→
C43BAXTER BROTHERS INC.
CRD 106548
CT$1.17B5Charles Schwab→
C43SYMMETRY PARTNERS, LLC.
CRD 120982
CT$4.73B23Charles Schwab→
C42CONIFER INVESTMENTS LTD
CRD 106159
CT$524.0M1Charles Schwab→
C42HOYA CAPITAL REAL ESTATE, LLC
CRD 281848
CT$140.1M2Charles Schwab→
C42PETTEE INVESTORS INC
CRD 105553
CT$191.9M4Charles Schwab→
C42CASTLEKEEP INVESTMENT ADVISORS LLC
CRD 111656
CT$920.8M2Charles Schwab→
C41MORSE ASSET MANAGEMENT, INC.
CRD 285650
CT$534.3M—Charles Schwab→
C41SMITH BROTHERS FINANCIAL, LLC
CRD 322951
CT$1.11B8Charles Schwab→
C41COOPERATIVE FUNERAL FUND INC
CRD 107631
CT$727.8M1Wells Fargo→
C40GAMCO ASSET MANAGEMENT INC.
CRD 104950
CT$11.69B10Wells Fargo→
C40FISCAL WISDOM WEALTH MANAGEMENT LLC
CRD 168299
CT$386.0M12Charles Schwab→
C40WRIGHT PRIVATE ASSET MANAGEMENT LLC
CRD 139570
CT$74.1M4Charles Schwab→
C40SIGHTLINE WEALTH ADVISORS, LLC
CRD 176520
CT$354.2M4Charles Schwab→