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311 firms
ActiveState: NC×clear all
ScoreFirmStateAUMAdvisorsCustodian
C48ARK ROYAL WEALTH MANAGEMENT LLC
CRD 175151
NC$169.3M3Charles Schwab→
C48CAPITAL DEVELOPERS, LLC
CRD 292797
NC$221.5M—Raymond James→
C48PURSUIT WEALTH MANAGEMENT, LLC
CRD 337709
NC$457.5M4Raymond James→
C48MILESTONE INVESTMENTS, INC.
CRD 47090
NC$277.3M2Charles Schwab→
C48HAMPEL INVESTMENT ADVISORS, LLC
CRD 300246
NC$110.1M1—→
C48FIRST FINANCIAL GROUP CORPORATION
CRD 134006
NC$317.0M4Charles Schwab→
C48BP ASSET MANAGEMENT INC.
CRD 328276
NC$155.3M——→
C48TAR RIVER WEALTH PLANNING, LLC
CRD 328530
NC$401.2M5Raymond James→
C48WOODARD & CO ASSET MANAGEMENT GROUP INC
CRD 108199
NC$1.17B5E*Trade→
C47KERUSSO CAPITAL MANAGEMENT, LLC
CRD 316352
NC$222.4M2E*Trade→
C47TERRA WEALTH MANAGEMENT, LLC
CRD 320643
NC$152.0M7Fidelity→
C47INTEGRATIVE PLANNING, INC.
CRD 336307
NC$101.4M3Charles Schwab→
C47PHOENIX WEALTH ADVISORS INC.
CRD 118412
NC$641.4M7Raymond James→
C47SAFE HARBOR FAMILY CAPITAL, LLC
CRD 317547
NC$613.9M1Charles Schwab→
C47ONE8ZERO8, LLC
CRD 332702
NC$644.6M4Raymond James→
C47THAYER FINANCIAL, L.L.C.
CRD 304729
NC$106.4M2—→
C46UWHARRIE INVESTMENT ADVISORS, INC.
CRD 117592
NC$337.8M17Pershing→
C46FIRST OAK WEALTH MANAGEMENT, LLC
CRD 288316
NC$316.2M1Charles Schwab→
C46BRIGHTHOUSE INVESTMENT ADVISERS, LLC
CRD 107312
NC$132.63B13State Street→
C46INDEXPERTS, LLC
CRD 314858
NC$100.9M3E*Trade→
C46HAYDEN HARPER WEALTH ADVISORY, LLC
CRD 152091
NC$171.1M4Charles Schwab→
C46RIDGELINE WEALTH ADVISORS, LLC.
CRD 284843
NC$189.0M4Charles Schwab→
C46DEFENDER CAPITAL LLC
CRD 159607
NC$510.0M2Charles Schwab→
C46WSC & COMPANY, LLC
CRD 289138
NC$320.4M—E*Trade→
C45GARDEN CITY MANAGEMENT, LLC
CRD 310518
NC$343.8M—E*Trade→
C45CORDGRASS CAPITAL ADVISORS, LLC
CRD 311528
NC$729.9M2Charles Schwab→
C45CORIGLIANO INVESTMENT ADVISERS, LLC
CRD 331908
NC$495.5M—E*Trade→
C45OMNISTAR FINANCIAL GROUP, INC.
CRD 138515
NC$285.7M6E*Trade→
C45COPPERLEAF CAPITAL, LLC
CRD 117823
NC$281.6M4E*Trade→
C45INVESTOR ADVISORY GROUP, LLC
CRD 106837
NC$172.1M4Charles Schwab→
C45GREENWAY WEALTH ADVISORS, LLC
CRD 290727
NC$184.5M3Charles Schwab→
C45COUNTERWEIGHT VENTURES, LLC
CRD 327880
NC$207.2M2Fidelity→
C45DAVIDSON ADVISORY GROUP, LLC
CRD 333090
NC$223.5M2Fidelity→
C44COMPERIO RETIREMENT CONSULTING, INC.
CRD 140786
NC$1.99B2E*Trade→
C44OCTAGON ASSET MANAGEMENT, LLC
CRD 286248
NC$221.2M—E*Trade→
C44KUHN ADVISORS, INC.
CRD 117816
NC$800.8M3Charles Schwab→
C44KUCHARO WEALTH, LLC
CRD 329601
NC$123.7M1—→
C44MAUNEY-PITT FINANCIAL MANAGEMENT, INC.
CRD 337870
NC$02Raymond James→
C44HCG FUND MANAGEMENT LP
CRD 281615
NC$347.3M—E*Trade→
C44FRAZIER FINANCIAL CONSULTANTS, LLC
CRD 112897
NC$196.0M3Charles Schwab→
C44KENSINGTON FINANCIAL GROUP, INC.
CRD 127658
NC$169.5M2E*Trade→
C44TARHEEL ADVISORS, LLC
CRD 149308
NC$137.8M2E*Trade→
C43PIEDMONT CAPITAL MANAGEMENT, LLC
CRD 155682
NC$495.6M3Fidelity→
C43THE FINANCIAL LEGACY GROUP, LLC
CRD 287632
NC$107.3M2—→
C43CAPITAL INVESTMENT COUNSEL INC
CRD 104591
NC$1.02B4Pershing→
C43BLUE WEALTH INC.
CRD 330324
NC$145.1M7Fidelity→
C43BILTMORE FAMILY OFFICE, LLC
CRD 167174
NC$3.47B14Charles Schwab→
C43EVERSTAR ASSET MANAGEMENT, LLC
CRD 313334
NC$336.7M10U.S. Bank→
C42COLLIE FINANCIAL PLANNING, INC.
CRD 134884
NC$162.9M2Charles Schwab→
C42MUIRFIELD WEALTH ADVISORS LLC
CRD 316071
NC$255.8M2Raymond James→