SourcingSourcing
Filters4▾
91 firms
ActiveState: AZ×State: SC×State: IN×AUM: $1B+×clear all
ScoreFirmStateAUMAdvisorsCustodian
C50CCM INVESTMENT ADVISERS, LLC
CRD 105743
SC$1.55B8Charles Schwab→
C49TOTAL INVESTMENT MANAGEMENT, INC.
CRD 108818
AZ$1.35B10Charles Schwab→
C48PHILLIPS FINANCIAL MANAGEMENT, LLC
CRD 131344
IN$2.64B15Charles Schwab→
C46WINTHROP CAPITAL MANAGEMENT, LLC
CRD 145216
IN$3.97B3State Street→
C44STOKER OSTLER WEALTH ADVISORS, INC.
CRD 111320
AZ$3.67B14Charles Schwab→
C44WALLINGTON ASSET MANAGEMENT, LLC
CRD 143360
IN$1.32B8Charles Schwab→
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial→
C43PERMANENS CAPITAL L.P.
CRD 157476
SC$4.02B4Charles Schwab→
C42VOYA INVESTMENTS, LLC
CRD 111091
AZ$59.48B—BNY Mellon→
C42DYNAMIC ADVISOR SOLUTIONS LLC
CRD 151367
AZ$5.64B50Charles Schwab→
C41AXIA ADVISORY CORP
CRD 107571
IN$1.88B4Charles Schwab→
C40INDIGO PARTNERS LLC
CRD 163648
AZ$1.66B—JPMorgan→
C40MSH CAPITAL ADVISORS LLC
CRD 157835
AZ$1.35B20Charles Schwab→
C39GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
CRD 167429
IN$2.70B2E*Trade→
C37LIBERTY HALL CAPITAL PARTNERS, L.P.
CRD 173159
SC$1.14B—JPMorgan→
C36PERFORMA LIMITED (US), LLC
CRD 154232
SC$4.49B—E*Trade→
C36GREENWOOD CAPITAL ASSOCIATES, LLC
CRD 115015
SC$1.77B16Charles Schwab→
C35PROCOURSE FIDUCIARY ADVISORS, LLC
CRD 164328
IN$5.49B4Fidelity→
C35SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
CRD 288623
IN$6.18B26E*Trade→
C35SMEAD CAPITAL MANAGEMENT, INC.
CRD 143567
AZ$5.52B6E*Trade→
C35GOELZER INVESTMENT MANAGEMENT, INC.
CRD 44402
IN$4.51B23E*Trade→
C34CREATIVE FINANCIAL DESIGNS, INC.
CRD 109032
IN$2.94B50Charles Schwab→
C34DEERFIELD FINANCIAL ADVISORS, INC.
CRD 104964
IN$1.18B6Charles Schwab→
C34LJI WEALTH MANAGEMENT, LLC
CRD 145399
IN$1.37B13E*Trade→
C34THURSTON SPRINGER ADVISORS, LLC
CRD 299201
IN$3.68B50E*Trade→
C33VOLOFIN CAPITAL MANAGEMENT (US) LLC
CRD 309922
SC$1.01B—E*Trade→
C33ABACUS PLANNING GROUP, INC.
CRD 107994
SC$2.16B15Charles Schwab→
C33INVESTMENT METRICS, LLC
CRD 158872
AZ$1.22B5Charles Schwab→
C33BRIDGEPORT FINANCIAL SOLUTIONS LLC
CRD 325485
AZ$1.05B11Charles Schwab→
C32ELSER FINANCIAL PLANNING, INC.
CRD 143311
IN$2.11B12Charles Schwab→
C32GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC
CRD 175300
AZ$1.61B5Charles Schwab→
C32LPL ENTERPRISE, LLC
CRD 8733
SC$24.94B50LPL Financial→
C31VERUS CAPITAL PARTNERS, LLC
CRD 151568
AZ$2.29B48Charles Schwab→
C31ARCHER INVESTMENT CORPORATION
CRD 136403
IN$1.01B50Fidelity→
C30BROOKWOOD INVESTMENT GROUP LLC
CRD 316544
AZ$1.25B50Charles Schwab→
C29L. ROY PAPP & ASSOCIATES, LLP
CRD 105130
AZ$1.62B11Charles Schwab→
C29WATTS GWILLIAM & COMPANY, LLC
CRD 131458
AZ$1.03B9Charles Schwab→
C29ONEAMERICA ASSET MANAGEMENT, LLC
CRD 165929
IN$24.42B—E*Trade→
C29CERES PARTNERS, LLC
CRD 290937
IN$1.96B—E*Trade→
C29CVFG LLC
CRD 325310
IN$1.15B11LPL Financial→
C29BEDEL FINANCIAL CONSULTING INC
CRD 105653
IN$2.92B19Charles Schwab→
C28DONALDSON CAPITAL MANAGEMENT LLC
CRD 106131
IN$3.46B41Charles Schwab→
C28REDWOOD INVESTMENT MANAGEMENT, LLC.
CRD 153139
AZ$2.47B1Charles Schwab→
C28BALBOA WEALTH PARTNERS, INC.
CRD 282329
AZ$1.07B27Charles Schwab→
C28SAPIENT CAPITAL LLC
CRD 324899
IN$13.76B33Pershing→
C28DAVIS SELECTED ADVISERS LP
CRD 108674
AZ$30.12B—LPL Financial→
C28CENTERFIELD MANAGEMENT III, INC
CRD 161504
IN$1.08B—E*Trade→
C27SOVEREIGN INVESTMENT ADVISORS LLC
CRD 149040
AZ$3.31B6Charles Schwab→
C27WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC
CRD 107660
IN$2.32B11Charles Schwab→
C27TRAJAN WEALTH, L.L.C.
CRD 158847
AZ$2.60B41Charles Schwab→