SourcingSourcing
Filters2▾
207 firms
ActiveState: IA×State: SC×clear all
ScoreFirmStateAUMAdvisorsCustodian
C48BOYLE CAPITAL MANAGEMENT, L.L.C.
CRD 132416
IA$342.0M4Charles Schwab→
C48CHARLESTON FINANCIAL ADVISORS, LLC
CRD 137536
SC$262.4M2Charles Schwab→
C48BEERS KIGHT FINANCIAL ADVISORS, LLC
CRD 160286
SC$179.4M1Charles Schwab→
C47MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD 135759
SC$225.7M3Charles Schwab→
C47PLAN2THRIVE FINANCIAL, LLC
CRD 317005
IA$147.5M3E*Trade→
C47OAK STREET ADVISORS INC
CRD 139400
SC$126.2M2—→
C46FRONTLINE HEALTHCARE PARTNERS, LLC
CRD 311770
SC$168.1M—E*Trade→
C46BFC PLANNING, INC.
CRD 119682
IA$3.84B50E*Trade→
C45VICTORIA CAPITAL MANAGEMENT, INC.
CRD 107665
SC$305.5M3Charles Schwab→
C45MIDWESTERN FINANCIAL, LLC
CRD 270022
IA$172.8M3Charles Schwab→
C45CARROLL INVESTORS, INC.
CRD 311180
SC$221.4M2Raymond James→
C44CATAWBA RIVER CAPITAL
CRD 134217
SC$325.1M6Fidelity→
C44GENEROUSWEALTH, LLC
CRD 308263
SC$110.4M2—→
C44CONCORDE FINANCIAL RESOURCES I INC.
CRD 117836
SC$231.0M2Fidelity→
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo→
C43COASTAL WEALTH ADVISORS, LLC
CRD 174574
SC$106.6M2—→
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial→
C43PERMANENS CAPITAL L.P.
CRD 157476
SC$4.02B4Charles Schwab→
C42THE HEATON HOPPES GROUP, LLC
CRD 115511
IA$172.5M3Charles Schwab→
C42OAK ADVISORS, LLC
CRD 137192
SC$284.7M6Charles Schwab→
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial→
C42VALIANT WEALTH, LLC
CRD 146911
IA$423.1M3Equity Trust→
C42BALLAST CAPITAL ADVISORS LLC
CRD 282369
IA$328.7M3E*Trade→
C41COASTLINE COMPLETE WEALTH LLC
CRD 338227
SC$213.6M2Raymond James→
C41KEEN CAPITAL, LTD
CRD 145023
SC$179.7M4Charles Schwab→
C41RDA FINANCIAL NETWORK, INC.
CRD 147309
IA$675.2M17Charles Schwab→
C41GROUND SWELL CAPITAL, LLC
CRD 159812
SC$949.2M6E*Trade→
C41BREACH INLET CAPITAL MANAGEMENT, LLC
CRD 282056
SC$227.7M1Goldman Sachs→
C41PALADIN ADVISORY GROUP, LLC
CRD 285303
IA$279.8M3Charles Schwab→
C41CAPASSO PLANNING PARTNERS LLC
CRD 294673
SC$274.2M2Charles Schwab→
C40E & R WEALTH MANAGEMENT, LLC
CRD 171271
SC$104.8M2—→
C40JACKSON FINANCIAL SERVICES, LLC
CRD 132252
SC$498.1M2Charles Schwab→
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James→
C40RIVERBEND WEALTH MANAGEMENT, LLC
CRD 302031
SC$281.0M4Fidelity→
C39AEGON USA REALTY ADVISORS, LLC
CRD 286438
IA$394.5M—E*Trade→
C39FUSION CAPITAL, LLC
CRD 154726
SC$492.3M4Charles Schwab→
C39HARBOUR WEALTH MANAGEMENT GROUP, INC.
CRD 314496
SC$266.2M3Raymond James→
C38DMKC ADVISORY SERVICES, LLC
CRD 145112
IA$902.5M11E*Trade→
C38GLOBAL VIEW INVESTMENT ADVISORS, LLC
CRD 145499
SC$553.8M4E*Trade→
C38TIDEHAVEN WEALTH, LLC
CRD 281814
SC$125.0M2—→
C38MODERN CAPITAL MANAGEMENT, CO.
CRD 306631
SC$90.7M5Charles Schwab→
C38FAMILY LEGACY, INC.
CRD 110945
SC$377.3M6Charles Schwab→
C38PETERSON FINANCIAL GROUP, INC.
CRD 169519
IA$299.2M3Fidelity→
C38PROSPERA FUNDS, INC.
CRD 331765
SC$4.6M1E*Trade→
C38WILDES FINANCIAL STRATEGIES, INC
CRD 289496
SC$138.3M3Charles Schwab→
C38LSB CAPITAL MANAGEMENT, INC.
CRD 310466
IA$228.8M6LPL Financial→
C38ADVR, INC
CRD 318823
SC$126.8M3Altruist→
C38ACCEL WEALTH MANAGEMENT LLC
CRD 286201
IA$1.15B10Charles Schwab→
C37360 FINANCIAL PARTNERS, LLC
CRD 169280
SC$206.5M3E*Trade→
C37PRINCIPAL GLOBAL INVESTORS, LLC
CRD 109002
IA$427.71B50State Street→