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91 firms
ActiveState: AZ×State: SC×State: OR×AUM: $1B+×clear all
ScoreFirmStateAUMAdvisorsCustodian
C50CCM INVESTMENT ADVISERS, LLC
CRD 105743
SC$1.55B8Charles Schwab→
C49QUEST INVESTMENT MANAGEMENT, LLC
CRD 110640
OR$1.71B6E*Trade→
C49TOTAL INVESTMENT MANAGEMENT, INC.
CRD 108818
AZ$1.35B10Charles Schwab→
C47M HOLDINGS SECURITIES, INC.
CRD 43285
OR$3.21B50Charles Schwab→
C45M FINANCIAL INVESTMENT ADVISERS INC
CRD 106648
OR$1.01B—E*Trade→
C44STOKER OSTLER WEALTH ADVISORS, INC.
CRD 111320
AZ$3.67B14Charles Schwab→
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial→
C43PERMANENS CAPITAL L.P.
CRD 157476
SC$4.02B4Charles Schwab→
C42SCOTT CAPITAL ADVISORS, LLC
CRD 307980
OR$1.13B6Fidelity→
C42VOYA INVESTMENTS, LLC
CRD 111091
AZ$59.48B—BNY Mellon→
C42DYNAMIC ADVISOR SOLUTIONS LLC
CRD 151367
AZ$5.64B50Charles Schwab→
C40INDIGO PARTNERS LLC
CRD 163648
AZ$1.66B—JPMorgan→
C40MSH CAPITAL ADVISORS LLC
CRD 157835
AZ$1.35B20Charles Schwab→
C40DESCHUTES INVESTMENT CONSULTING, LLC
CRD 155312
OR$2.89B10Charles Schwab→
C38M FINANCIAL ASSET MANAGEMENT, INC.
CRD 136694
OR$1.23B4Charles Schwab→
C37BECKER CAPITAL MANAGEMENT INC
CRD 110489
OR$5.73B21Charles Schwab→
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→
C36CEDAR MOUNTAIN ADVISORS, LLC
CRD 140339
OR$1.20B6Charles Schwab→
C36SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC
CRD 159419
OR$1.75B13Fidelity→
C36DVSM, LP
CRD 160800
OR$1.89B—Wells Fargo→
C35SMEAD CAPITAL MANAGEMENT, INC.
CRD 143567
AZ$5.52B6E*Trade→
C34JENSEN INVESTMENT MANAGEMENT INC
CRD 105281
OR$6.48B5Pershing→
C34STANCORP INVESTMENT ADVISERS, INC.
CRD 110228
OR$34.50B50Charles Schwab→
C34VISION CAPITAL MANAGEMENT, INC.
CRD 107793
OR$1.23B12Charles Schwab→
C33GOVERNMENT PORTFOLIO ADVISORS LLC
CRD 170384
OR$35.09B7E*Trade→
C33VOLOFIN CAPITAL MANAGEMENT (US) LLC
CRD 309922
SC$1.01B—E*Trade→
C33FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD 104692
OR$10.66B27Charles Schwab→
C33ABACUS PLANNING GROUP, INC.
CRD 107994
SC$2.16B15Charles Schwab→
C33PHILLIPS AND COMPANY ADVISORS LLC
CRD 167214
OR$2.66B13Charles Schwab→
C33INVESTMENT METRICS, LLC
CRD 158872
AZ$1.22B5Charles Schwab→
C33BRIDGEPORT FINANCIAL SOLUTIONS LLC
CRD 325485
AZ$1.05B11Charles Schwab→
C32GLOBAL STRATEGIC INVESTMENT SOLUTIONS, LLC
CRD 175300
AZ$1.61B5Charles Schwab→
C32LPL ENTERPRISE, LLC
CRD 8733
SC$24.94B50LPL Financial→
C32NORTHWEST CAPITAL MANAGEMENT INC
CRD 108091
OR$8.52B7Charles Schwab→
C31VERUS CAPITAL PARTNERS, LLC
CRD 151568
AZ$2.29B48Charles Schwab→
C31ALDRICH WEALTH, LIMITED PARTNERSHIP
CRD 147200
OR$7.62B28Charles Schwab→
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→
C29SITTNER & NELSON, LLC
CRD 309757
OR$1.05B4Charles Schwab→
C28AERODIGM WEALTH LLC
CRD 282312
OR$1.46B7Charles Schwab→
C28REDWOOD INVESTMENT MANAGEMENT, LLC.
CRD 153139
AZ$2.47B1Charles Schwab→
C28BALBOA WEALTH PARTNERS, INC.
CRD 282329
AZ$1.07B27Charles Schwab→
C28DAVIS SELECTED ADVISERS LP
CRD 108674
AZ$30.12B—LPL Financial→
C27SOVEREIGN INVESTMENT ADVISORS LLC
CRD 149040
AZ$3.31B6Charles Schwab→
C27DESCHUTES PORTFOLIO STRATEGY, LLC
CRD 155424
OR$1.63B10Charles Schwab→
C27TRAJAN WEALTH, L.L.C.
CRD 158847
AZ$2.60B41Charles Schwab→
C27CAMPBELL GLOBAL, LLC
CRD 111944
OR$7.02B—JPMorgan→