SourcingSourcing
Filters5▾
400 firms
ActiveState: CT×State: MD×State: NC×State: SC×AUM: $1B+×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56THE FINANCIAL CONSULATE, INC
CRD 106898
MD$1.10B13Charles Schwab→
B54TWEEDY, BROWNE COMPANY LLC
CRD 6857
CT$7.13B9BNY Mellon→
B51ASSET STRATEGY CONSULTANTS LLC
CRD 110800
MD$5.16B5E*Trade→
C50CCM INVESTMENT ADVISERS, LLC
CRD 105743
SC$1.55B8Charles Schwab→
C49BOURGEON CAPITAL MANAGEMENT LLC
CRD 108054
CT$1.07B4Charles Schwab→
C48TRIANGLE SECURITIES WEALTH MANAGEMENT, INC
CRD 148156
NC$1.29B9Charles Schwab→
C48WOODARD & CO ASSET MANAGEMENT GROUP INC
CRD 108199
NC$1.17B5E*Trade→
C47CRAMER ROSENTHAL MCGLYNN LLC
CRD 107911
CT$2.27B—E*Trade→
C47TRITONPOINT WEALTH, LLC
CRD 328398
MD$1.55B10Charles Schwab→
C46BRIGHTHOUSE INVESTMENT ADVISERS, LLC
CRD 107312
NC$132.63B13State Street→
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→
C45BEIRNE WEALTH CONSULTING SERVICES, LLC
CRD 167103
CT$1.37B4E*Trade→
C44VERBENA VALUE LP
CRD 337379
CT$1.00B—E*Trade→
C44COMPERIO RETIREMENT CONSULTING, INC.
CRD 140786
NC$1.99B2E*Trade→
C44MAIN STREET RESEARCH LLC
CRD 114629
CT$2.68B17Charles Schwab→
C44BERMAN MCALEER, LLC
CRD 332906
MD$1.82B13Fidelity→
C44CZECH ASSET MANAGEMENT, L.P.
CRD 159308
CT$1.48B—U.S. Bank→
C43OXFORD LANE MANAGEMENT, LLC
CRD 154380
CT$2.31B—E*Trade→
C43CAPITAL INVESTMENT COUNSEL INC
CRD 104591
NC$1.02B4Pershing→
C43BAXTER BROTHERS INC.
CRD 106548
CT$1.17B5Charles Schwab→
C43SYMMETRY PARTNERS, LLC.
CRD 120982
CT$4.73B23Charles Schwab→
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial→
C43PERMANENS CAPITAL L.P.
CRD 157476
SC$4.02B4Charles Schwab→
C43BILTMORE FAMILY OFFICE, LLC
CRD 167174
NC$3.47B14Charles 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→
C42HARBOR INVESTMENT ADVISORY, LLC
CRD 151085
MD$6.87B32Pershing→
C41WEDGE CAPITAL MANAGEMENT LLP
CRD 106234
NC$7.75B23E*Trade→
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→
C41FULTON BREAKEFIELD BROENNIMAN,LLC
CRD 108967
MD$2.39B19Charles Schwab→
C41SMITH BROTHERS FINANCIAL, LLC
CRD 322951
CT$1.11B8Charles Schwab→
C40GAMCO ASSET MANAGEMENT INC.
CRD 104950
CT$11.69B10Wells Fargo→
C40ALLSPRING GLOBAL INVESTMENTS, LLC
CRD 104973
NC$475.78B—State Street→
C40EDGEWOOD MANAGEMENT LLC
CRD 106647
CT$21.52B2JPMorgan→
C40CAPITAL INVESTMENT ADVISORY SERVICES, LLC
CRD 149124
NC$2.39B50Charles Schwab→
C40LITTLEJOHN & CO., LLC
CRD 156720
CT$8.97B—Goldman Sachs→
C39UBS REALTY INVESTORS LLC
CRD 107758
CT$2.34B—E*Trade→
C39STEELE CREEK INVESTMENT MANAGEMENT LLC
CRD 170209
NC$1.74B—U.S. Bank→
C39WITT LAKE ASSET MANAGEMENT LLC
CRD 335523
CT$1.12B—E*Trade→
C39ALUMINA INVESTMENT MANAGEMENT, LLC
CRD 164273
NC$5.26B—E*Trade→
C39DOCK STREET CAPITAL MANAGEMENT LLC
CRD 157155
CT$1.65B2E*Trade→
C39ALLSPRING FUNDS MANAGEMENT, LLC
CRD 110841
NC$324.65B50LPL Financial→
C38CORECOMMODITY MANAGEMENT, LLC
CRD 135810
CT$2.41B—Goldman Sachs→
C38VOYA FINANCIAL ADVISORS, INC.
CRD 2882
CT$3.87B50Pershing→
C38SILVERBACK ASSET MANAGEMENT, LLC
CRD 141407
NC$1.19B—JPMorgan→