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642 firms
ActiveState: CT×State: MD×State: IL×State: CO×AUM: $1B+×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56THE FINANCIAL CONSULATE, INC
CRD 106898
MD$1.10B13Charles Schwab→
B54BEAR CREEK ASSET MANAGEMENT, LLC
CRD 137677
CO$5.19B8Pershing→
B54TWEEDY, BROWNE COMPANY LLC
CRD 6857
CT$7.13B9BNY Mellon→
B53AETHER INVESTMENT PARTNERS, LLC
CRD 149742
CO$1.14B—E*Trade→
B52MEDIQUS ASSET ADVISORS INC
CRD 107694
IL$1.46B5Charles Schwab→
B51ASSET STRATEGY CONSULTANTS LLC
CRD 110800
MD$5.16B5E*Trade→
B50CAMBIAR INVESTORS, LLC
CRD 115093
CO$2.92B3Morgan Stanley→
C49ARTHUR M. COHEN & ASSOCIATES LLC
CRD 105894
IL$1.11B3Charles Schwab→
C49BOURGEON CAPITAL MANAGEMENT LLC
CRD 108054
CT$1.07B4Charles Schwab→
C49BRUNI J V & CO
CRD 106644
CO$1.10B2Charles Schwab→
C48FREEDOM FUNDS MANAGEMENT CO
CRD 110785
CO$1.90B1E*Trade→
C48TOWNSEND & ASSOCIATES, INC.
CRD 113681
CO$1.52B16E*Trade→
C47CRAMER ROSENTHAL MCGLYNN LLC
CRD 107911
CT$2.27B—E*Trade→
C47TRITONPOINT WEALTH, LLC
CRD 328398
MD$1.55B10Charles Schwab→
C46SWAN GLOBAL INVESTMENTS, LLC
CRD 114669
CO$2.39B19Charles Schwab→
C46K2/D&S MANAGEMENT CO., L.L.C.
CRD 123826
CT$6.53B—BNY Mellon→
C46KENSICO CAPITAL MANAGEMENT CORP.
CRD 157934
CT$7.88B—Goldman Sachs→
C46FORESTER CAPITAL, L.L.C.
CRD 160806
CT$1.07B—State Street→
C45SCHAEFER FINANCIAL MANAGEMENT, INC.
CRD 110110
CO$1.11B7E*Trade→
C45BEIRNE WEALTH CONSULTING SERVICES, LLC
CRD 167103
CT$1.37B4E*Trade→
C44URBAN FINANCIAL ADVISORY CORP
CRD 110057
IL$1.28B3E*Trade→
C44VERBENA VALUE LP
CRD 337379
CT$1.00B—E*Trade→
C44COZAD ASSET MANAGEMENT INC
CRD 104764
IL$2.62B20Pershing→
C44EMBREE FINANCIAL GROUP
CRD 108233
IL$2.64B14Charles Schwab→
C44MAIN STREET RESEARCH LLC
CRD 114629
CT$2.68B17Charles Schwab→
C44BERMAN MCALEER, LLC
CRD 332906
MD$1.82B13Fidelity→
C44EQUITY INTERNATIONAL MANAGEMENT, LLC
CRD 156961
IL$1.40B—Folio Institutional→
C44CZECH ASSET MANAGEMENT, L.P.
CRD 159308
CT$1.48B—U.S. Bank→
C43SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED
CRD 106201
IL$3.30B—JPMorgan→
C43WP GLOBAL PARTNERS LLC
CRD 135689
IL$3.01B—JPMorgan→
C43OXFORD LANE MANAGEMENT, LLC
CRD 154380
CT$2.31B—E*Trade→
C43SAVOIE CAPITAL LLC
CRD 167497
IL$1.32B—Charles Schwab→
C43COFG ADVISORS, LLC
CRD 333344
IL$1.21B11Raymond James→
C43BAXTER BROTHERS INC.
CRD 106548
CT$1.17B5Charles Schwab→
C43SYMMETRY PARTNERS, LLC.
CRD 120982
CT$4.73B23Charles Schwab→
C421919 INVESTMENT COUNSEL, LLC
CRD 133370
MD$26.04B32Charles Schwab→
C42CHILTON INVESTMENT COMPANY, INC.
CRD 120107
CT$1.32B—Morgan Stanley→
C42BRIDGEWATER ASSOCIATES, LP
CRD 105129
CT$150.16B—Goldman Sachs→
C42KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.
CRD 111872
IL$2.66B50Charles Schwab→
C42MILLIMAN FINANCIAL RISK MANAGEMENT LLC
CRD 159377
IL$40.33B—E*Trade→
C42GENEOS WEALTH MANAGEMENT, INC.
CRD 120894
CO$9.22B50Pershing→
C42HARBOR INVESTMENT ADVISORY, LLC
CRD 151085
MD$6.87B32Pershing→
C42ADVISORS ASSET MANAGEMENT, INC.
CRD 46727
CO$2.21B50Pershing→
C41MV CAPITAL MANAGEMENT, INC.
CRD 139034
MD$1.44B8E*Trade→
C41ABRAMS BISON INVESTMENTS, L.L.C.
CRD 137183
MD$2.51B—Northern Trust→
C41FINANCIAL COUNCIL, LLC
CRD 110748
MD$1.27B6E*Trade→
C41SWAN CAPITAL MANAGEMENT, LLC
CRD 164280
CO$1.30B—E*Trade→
C41CAPITAL INVESTMENT COUNSEL, LLC
CRD 328472
CO$1.35B5Charles Schwab→
C41FULTON BREAKEFIELD BROENNIMAN,LLC
CRD 108967
MD$2.39B19Charles Schwab→
C41SMITH BROTHERS FINANCIAL, LLC
CRD 322951
CT$1.11B8Charles Schwab→