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447 firms
ActiveState: NC×State: KS×clear all
ScoreFirmStateAUMAdvisorsCustodian
A78SCHWARZ INVESTMENT PARTNERS
CRD 113556
KS$184.9M2Charles Schwab→
A78WESTHAMPTON CAPITAL, LLC
CRD 119176
NC$238.5M4Fidelity→
A72WELLS FINANCIAL MANAGEMENT, LLC
CRD 158030
NC$132.7M1Charles Schwab→
A71LEWIS FINANCIAL MANAGEMENT, LLC
CRD 116344
NC$338.7M3E*Trade→
A71INTERCAROLINA FINANCIAL SERVICES, INC.
CRD 19475
NC$85.4M31E*Trade→
A69EMERALD ASSET MANAGEMENT, INC.
CRD 174691
NC$120.8M2Raymond James→
A68CAPITAL MANAGEMENT LLC
CRD 109416
NC$383.0M3Charles Schwab→
A68THE WEALTH GROUP, LTD
CRD 154106
NC$160.2M5Charles Schwab→
A65GOUWS CAPITAL LLC
CRD 153812
NC$209.9M2Charles Schwab→
A65PINAFORE WEALTH COUNSEL INC.
CRD 170540
NC$173.6M2Charles Schwab→
B65VN CAPITAL MANAGEMENT, LLC
CRD 166761
NC$63.0M—Pershing→
B64BLUE WATER CAPITAL MANAGEMENT, LLC
CRD 127193
NC$159.8M4Charles Schwab→
B64OFG FINANCIAL SERVICES, INC.
CRD 23940
KS$271.0M50E*Trade→
B62H. S. DREHER CAPITAL MANAGEMENT, LLC
CRD 104537
NC$148.2M2Charles Schwab→
B61PROVIDENCE FINANCIAL ADVISORS, LLC
CRD 124839
KS$428.1M4Charles Schwab→
B61MN WEALTH ADVISORS, LLC
CRD 322617
KS$394.2M3Charles Schwab→
B60HATTERAS INVESTMENT PARTNERS, LP
CRD 170628
NC$114.8M5U.S. Bank→
B60HARBER CAPITAL LLC
CRD 158939
NC$492.7M—Fidelity→
B59DAVIS FINANCIAL MANAGEMENT, INC.
CRD 143410
KS$144.6M1Charles Schwab→
B59REH WEALTH ADVISORS LLC
CRD 153826
NC$110.5M1Charles Schwab→
B59GRANADA WEALTH MANAGEMENT, LLC
CRD 285812
NC$171.4M1Charles Schwab→
B58SOUND FINANCIAL MANAGEMENT, INC.
CRD 122670
NC$134.1M2Charles Schwab→
B58PASSPORT WEALTH MANAGEMENT LLC
CRD 297449
NC$115.3M2Charles Schwab→
B57H. L. ORMOND & COMPANY, LLC
CRD 313593
NC$401.4M2Raymond James→
B57PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC
CRD 149889
NC$162.8M3Charles Schwab→
B56CALAMITA WEALTH MANAGEMENT INC.
CRD 153316
NC$138.2M2Charles Schwab→
B56EVERGREEN WEALTH ADVISORS
CRD 326535
NC$112.5M3Charles Schwab→
B56NEXT GENERATION INVESTING, LLC
CRD 149017
KS$128.0M3E*Trade→
B55COURSE MANAGEMENT INVESTMENT ADVISORS, LLC
CRD 306974
NC$100.3M4—→
B55DOUGLASS INVESTMENT GROUP LLC
CRD 331223
KS$173.6M2E*Trade→
B55FUND DIRECT ADVISORS INC.
CRD 155363
NC$593.0M4E*Trade→
B55PROACTIVE CAPITAL MANAGEMENT, INC.
CRD 297791
KS$170.7M2Charles Schwab→
B55PENDLETON FINANCIAL, LLC
CRD 325303
NC$160.0M1Charles Schwab→
B55FOREST CAPITAL OPERATING COMPANY LLC
CRD 325514
NC$143.2M2Charles Schwab→
B54REDSTONE ADVISORS INC
CRD 107699
KS$490.6M5Charles Schwab→
B54STRUCTURAL SOLUTIONS LLC
CRD 319155
NC$133.0M—E*Trade→
B54ABS LEGACY PARTNERS, LLC
CRD 325604
NC$670.8M1Charles Schwab→
B54THE PINES WEALTH MANAGEMENT, LLC
CRD 326353
NC$485.9M2Charles Schwab→
B54KONZA GLOBAL ADVISORY, LLC
CRD 331692
KS$125.2M2Charles Schwab→
B54CROSSGEN WEALTH LLC
CRD 336270
NC$222.8M2Raymond James→
B54DISCRETIONARY MANAGEMENT SERVICES, LLC
CRD 145851
KS$228.4M9E*Trade→
B53HUNTER STREET INVESTMENT ADVISORS LLC
CRD 145334
NC$166.4M8E*Trade→
B53CANNON WEALTH MANAGEMENT SERVICES, LLC
CRD 323302
NC$245.2M5Charles Schwab→
B53EASTOVER INVESTMENT ADVISORS, LLC
CRD 150821
NC$392.3M3Charles Schwab→
B53KENNETH FRENKE & CO., INC.
CRD 109352
NC$206.5M2Charles Schwab→
B53SMITH PARTNERS WEALTH MANAGEMENT, LLC
CRD 112231
NC$196.1M9Charles Schwab→
B53MCGRATH & ASSOCIATES, INC.
CRD 121197
NC$155.9M2Charles Schwab→
B53PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
CRD 150266
NC$136.2M2LPL Financial→
B53CURTIS CAPITAL ADVISORS, LLC
CRD 330835
KS$165.5M2Charles Schwab→
B53VARIANT PERCEPTION, LLC
CRD 334510
NC$31.9M1E*Trade→