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751 firms
ActiveState: OR×State: MO×State: UT×State: CA×AUM: $1B+×clear all
ScoreFirmStateAUMAdvisorsCustodian
B54PRUDENT INVESTOR ADVISORS, LLC
CRD 121922
CA$1.30B4E*Trade→
B53WESTWOOD GLOBAL INVESTMENTS LLC
CRD 125012
UT$9.47B3Northern Trust→
B52ADELANTE CAPITAL MANAGEMENT LLC
CRD 107382
CA$1.49B—Charles Schwab→
B50CHECK CAPITAL MANAGEMENT INC
CRD 107058
CA$2.37B9Charles Schwab→
B50CENTAURUS FINANCIAL, INC.
CRD 30833
CA$7.34B50Charles Schwab→
C50FLEXPATH STRATEGIES LLC
CRD 174306
CA$2.91B3E*Trade→
C50ALTA CAPITAL MANAGEMENT LLC
CRD 106786
UT$1.60B12Charles Schwab→
C50PENCE CAPITAL MANAGEMENT, LLC
CRD 281739
CA$1.54B6E*Trade→
C49QUEST INVESTMENT MANAGEMENT, LLC
CRD 110640
OR$1.71B6E*Trade→
C49GOULD ASSET MANAGEMENT LLC
CRD 113098
CA$1.03B11E*Trade→
C48AFFINITY INVESTMENT ADVISORS, LLC
CRD 108278
CA$1.16B1Charles Schwab→
C48EVERETT HARRIS & CO
CRD 106830
CA$11.53B10Charles Schwab→
C48LEGATO CAPITAL MANAGEMENT, LLC
CRD 131704
CA$1.26B1E*Trade→
C48AMI ASSET MANAGEMENT CORP
CRD 110291
CA$1.93B9Charles Schwab→
C47PACIFIC INCOME ADVISERS INC
CRD 104719
CA$2.25B5Wells Fargo→
C47FIRST HEARTLAND CONSULTANTS, INC.
CRD 110377
MO$2.09B50Pershing→
C47M HOLDINGS SECURITIES, INC.
CRD 43285
OR$3.21B50Charles Schwab→
C47NAVIGATION GROUP LLC
CRD 130982
CA$1.01B3LPL Financial→
C47HOWARD CAPITAL MANAGEMENT GROUP, LLC
CRD 310510
CA$2.56B3Charles Schwab→
C47NEUMEIER POMA INVESTMENT COUNSEL LLC
CRD 110672
CA$1.09B—Charles Schwab→
C46RICE HALL JAMES & ASSOCIATES LLC
CRD 125410
CA$1.74B6State Street→
C46IFG ADVISORS, LLC
CRD 172329
MO$1.03B7Charles Schwab→
C46SP ASSET MANAGEMENT LLC
CRD 323369
CA$1.90B3Fidelity→
C46ICG ADVISORS, LLC
CRD 148066
CA$7.93B1E*Trade→
C46PACIFIC LIFE FUND ADVISORS LLC
CRD 105169
CA$42.81B—BNY Mellon→
C46ARGENT CAPITAL MANAGEMENT LLC
CRD 107930
MO$3.99B13Charles Schwab→
C45FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
CRD 108102
CA$2.03B—Charles Schwab→
C45ARISTOTLE INVESTMENT SERVICES, LLC
CRD 324207
CA$16.50B—Charles Schwab→
C45FIRST FOUNDATION ADVISORS
CRD 106075
CA$5.06B25Charles Schwab→
C45ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.
CRD 121307
MO$2.61B36Charles Schwab→
C45M FINANCIAL INVESTMENT ADVISERS INC
CRD 106648
OR$1.01B—E*Trade→
C45WESTERN ASSET MANAGEMENT COMPANY, LLC
CRD 110441
CA$184.99B—BNY Mellon→
C44ALMITAS CAPITAL LLC
CRD 166705
CA$1.07B—Fidelity→
C44PRIVATE MANAGEMENT GROUP INC
CRD 104707
CA$4.90B28Charles Schwab→
C44SIGNATURE INVESTMENT ADVISORS, LLC
CRD 160715
CA$6.76B13Charles Schwab→
C44R SQUARED BM LLC
CRD 308920
CA$3.35B4State Street→
C44GLADIUS CAPITAL MANAGEMENT LP
CRD 152023
UT$2.88B—Wells Fargo→
C43DENALI ADVISORS, LLC
CRD 110242
CA$1.39B—Charles Schwab→
C43SARATOGA RESEARCH & INVESTMENT MANAGEMENT
CRD 110506
CA$2.51B15Charles Schwab→
C43CANTERBURY CONSULTING INCORPORATED
CRD 22875
CA$45.88B25Northern Trust→
C43TOWNELEY CAPITAL MANAGEMENT, INC.
CRD 169863
CA$1.09B7Charles Schwab→
C43STONEBRIDGE FINANCIAL GROUP, LLC
CRD 337972
MO$2.40B7Fidelity→
C43TCW INVESTMENT MANAGEMENT COMPANY LLC
CRD 106546
CA$38.82B1JPMorgan→
C42SHUSTER ADVISORY GROUP, LLC
CRD 170233
CA$10.32B5Charles Schwab→
C42SCOTT CAPITAL ADVISORS, LLC
CRD 307980
OR$1.13B6Fidelity→
C42METROPOLITAN WEST ASSET MANAGEMENT LLC
CRD 104571
CA$78.52B—State Street→
C42PAYDEN & RYGEL
CRD 107160
CA$158.23B13BNY Mellon→
C42MANCHESTER FINANCIAL INC
CRD 106071
CA$1.05B11Charles Schwab→
C42FORVIS MAZARS WEALTH ADVISORS, LLC
CRD 110905
MO$9.75B50Charles Schwab→
C42SEPIO CAPITAL, LP
CRD 285645
UT$5.64B18Fidelity→