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253 firms
ActiveState: SC×State: KS×clear all
ScoreFirmStateAUMAdvisorsCustodian
C49METIS WEALTH MANAGEMENT & PLANNING LLC
CRD 305086
SC$114.9M2Charles Schwab→
C49HILTON HEAD FINANCIAL ADVISORS, INC.
CRD 140249
SC$375.1M1Charles Schwab→
C49M3SIXTY CAPITAL, LLC
CRD 323764
KS$28.7M3E*Trade→
C49CABIN ADVISORS, LLC
CRD 312547
KS$220.2M15E*Trade→
C48CHARLESTON FINANCIAL ADVISORS, LLC
CRD 137536
SC$262.4M2Charles Schwab→
C48BEERS KIGHT FINANCIAL ADVISORS, LLC
CRD 160286
SC$179.4M1Charles Schwab→
C48TFB ADVISORS, LLC
CRD 321870
KS$840.2M17Charles Schwab→
C48SILVERHAWK CAPITAL PARTNERS, LLC
CRD 161678
KS$137.2M—E*Trade→
C48CASTLEBAR ASSET MANAGEMENT, LLC
CRD 162231
KS$122.5M3—→
C48ACCESS CAPITAL, LLC
CRD 327013
KS$105.6M1—→
C48CENTERPOINT ADVISORY GROUP, LLC
CRD 324181
KS$276.3M5LPL Financial→
C48BALANCED FINANCIAL PLANNING, INC.
CRD 128161
KS$181.3M3Fidelity→
C47MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD 135759
SC$225.7M3Charles Schwab→
C47EVEREST WEALTH MANAGEMENT, LLC
CRD 133823
KS$237.4M1E*Trade→
C47COLLABORATIVE PORTFOLIO MANAGEMENT, LLC
CRD 332929
KS$178.7M4E*Trade→
C47FORTUNE FINANCIAL ADVISORS, LLC
CRD 145799
KS$322.6M5Charles Schwab→
C47OAK STREET ADVISORS INC
CRD 139400
SC$126.2M2—→
C46FRONTLINE HEALTHCARE PARTNERS, LLC
CRD 311770
SC$168.1M—E*Trade→
C46POSTROCK PARTNERS LLC
CRD 328865
KS$489.1M5Fidelity→
C46BERKELEY CAPITAL MANAGEMENT, LLC
CRD 149229
KS$128.5M2Charles Schwab→
C46THE PERSPECTIVE GROUP, LLC
CRD 175294
KS$225.1M2LPL Financial→
C45VICTORIA CAPITAL MANAGEMENT, INC.
CRD 107665
SC$305.5M3Charles Schwab→
C45PCG WEALTH ADVISORS, LLC
CRD 290977
KS$931.1M18LPL Financial→
C45CARROLL INVESTORS, INC.
CRD 311180
SC$221.4M2Raymond James→
C45PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC
CRD 324817
KS$77.2M—U.S. Bank→
C44CATAWBA RIVER CAPITAL
CRD 134217
SC$325.1M6Fidelity→
C44CENTRALIS CAPITAL LLC
CRD 305897
KS$60.3M—E*Trade→
C44GENEROUSWEALTH, LLC
CRD 308263
SC$110.4M2—→
C44CONCORDE FINANCIAL RESOURCES I INC.
CRD 117836
SC$231.0M2Fidelity→
C43CLAYTON FINANCIAL SERVICES INC
CRD 105898
KS$909.8M7Fidelity→
C43KORNITZER CAPITAL MANAGEMENT, INC.
CRD 111087
KS$6.75B10E*Trade→
C43LEGACY INVESTMENT PARTNERS, LLC
CRD 133014
KS$403.1M6E*Trade→
C43COASTAL WEALTH ADVISORS, LLC
CRD 174574
SC$106.6M2—→
C43THE ETF STORE, INC.
CRD 148229
KS$168.2M6Charles Schwab→
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial→
C43PERMANENS CAPITAL L.P.
CRD 157476
SC$4.02B4Charles Schwab→
C42OAK ADVISORS, LLC
CRD 137192
SC$284.7M6Charles Schwab→
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial→
C41COASTLINE COMPLETE WEALTH LLC
CRD 338227
SC$213.6M2Raymond James→
C41QUANTUM FINANCIAL PARTNERS LLC
CRD 138112
KS$148.6M7—→
C41RSG INVESTMENTS LLC
CRD 323527
KS$140.5M6Charles Schwab→
C41KEEN CAPITAL, LTD
CRD 145023
SC$179.7M4Charles Schwab→
C41GROUND SWELL CAPITAL, LLC
CRD 159812
SC$949.2M6E*Trade→
C41BREACH INLET CAPITAL MANAGEMENT, LLC
CRD 282056
SC$227.7M1Goldman Sachs→
C41503 CAPITAL PARTNERS, LLC
CRD 327580
KS$636.4M—U.S. Bank→
C41CAPASSO PLANNING PARTNERS LLC
CRD 294673
SC$274.2M2Charles Schwab→
C40PATHWAY FINANCIAL SOLUTIONS, INC.
CRD 340594
KS$06E*Trade→
C40ONE ADVISORY PARTNERS, LLC
CRD 161614
KS$369.5M7Charles Schwab→
C40TORTOISE CAPITAL ADVISORS, L.L.C.
CRD 123711
KS$8.93B11U.S. Bank→
C40E & R WEALTH MANAGEMENT, LLC
CRD 171271
SC$104.8M2—→