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145 firms
ActiveState: WA×State: AL×State: IN×State: IA×AUM: $1B+×clear all
ScoreFirmStateAUMAdvisorsCustodian
B57INVESTMENT CONSULTING GROUP INC
CRD 106967
IA$2.84B2Charles Schwab→
B51SLOY, DAHL & HOLST, LLC
CRD 110102
WA$1.80B6Charles Schwab→
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab→
C48PHILLIPS FINANCIAL MANAGEMENT, LLC
CRD 131344
IN$2.64B15Charles Schwab→
C47GARDE CAPITAL, INC.
CRD 151043
WA$2.65B9Charles Schwab→
C47D'ANNUNZIO CONSULTING GROUP, LLC
CRD 144422
WA$1.90B2Charles Schwab→
C46BAKER ELLIS ASSET MANAGEMENT LLC
CRD 121802
WA$1.05B4Fidelity→
C46WINTHROP CAPITAL MANAGEMENT, LLC
CRD 145216
IN$3.97B3State Street→
C46BFC PLANNING, INC.
CRD 119682
IA$3.84B50E*Trade→
C44COLUMBIA PACIFIC ADVISORS, LLC
CRD 142725
WA$1.47B—Fidelity→
C44WALLINGTON ASSET MANAGEMENT, LLC
CRD 143360
IN$1.32B8Charles Schwab→
C44TALBOT FINANCIAL, LLC
CRD 155162
WA$1.34B2Charles Schwab→
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo→
C43FINANCIAL PLAN, INC.
CRD 116073
WA$1.60B12Pershing→
C43AUXANO ADVISORS, LLC
CRD 145179
WA$1.78B8Charles Schwab→
C43PAUL R. RIED FINANCIAL GROUP, LLC
CRD 297284
WA$1.27B9Pershing→
C43VULCAN VALUE PARTNERS LLC
CRD 151190
AL$6.08B9Northern Trust→
C42BASECAMP WEALTH ADVISORS, LLC
CRD 334018
WA$1.08B4Fidelity→
C41JOHNSON STERLING, INC.
CRD 106379
AL$3.90B6E*Trade→
C41AXIA ADVISORY CORP
CRD 107571
IN$1.88B4Charles Schwab→
C41MILLIMAN ADVISORS, LLC
CRD 112245
WA$2.32B3E*Trade→
C41HIGHLAND ASSOCIATES INC
CRD 104948
AL$20.99B2State Street→
C39GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
CRD 167429
IN$2.70B2E*Trade→
C38ACCEL WEALTH MANAGEMENT LLC
CRD 286201
IA$1.15B10Charles Schwab→
C37PRINCIPAL GLOBAL INVESTORS, LLC
CRD 109002
IA$427.71B50State Street→
C37COHALO ADVISORY LLC
CRD 297315
WA$1.35B1Charles Schwab→
C37LEADER CAPITAL CORP.
CRD 46206
WA$1.41B—E*Trade→
C36INATAI INVESTMENT MANAGEMENT CO. LLC
CRD 329696
WA$2.69B—Northern Trust→
C36SOUTHERN FINANCIAL GROUP, LLC
CRD 142644
AL$1.05B3Fidelity→
C35PROCOURSE FIDUCIARY ADVISORS, LLC
CRD 164328
IN$5.49B4Fidelity→
C35AUSDAL FINANCIAL PARTNERS, INC.
CRD 7995
IA$3.73B50Charles Schwab→
C35SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
CRD 288623
IN$6.18B26E*Trade→
C35GOELZER INVESTMENT MANAGEMENT, INC.
CRD 44402
IN$4.51B23E*Trade→
C34CREATIVE FINANCIAL DESIGNS, INC.
CRD 109032
IN$2.94B50Charles Schwab→
C34LUCID ADVISORS, INC.
CRD 116639
WA$1.15B2E*Trade→
C34DEERFIELD FINANCIAL ADVISORS, INC.
CRD 104964
IN$1.18B6Charles Schwab→
C34MCILRATH & ECK, LLC
CRD 145252
WA$1.36B6Pershing→
C34LJI WEALTH MANAGEMENT, LLC
CRD 145399
IN$1.37B13E*Trade→
C34STONEX ADVISORS INC.
CRD 174182
AL$5.09B50Pershing→
C34THURSTON SPRINGER ADVISORS, LLC
CRD 299201
IN$3.68B50E*Trade→
C34GREENE WEALTH MANAGEMENT, LLC
CRD 137810
WA$1.41B4Charles Schwab→
C34MARBLE WEALTH, LLC
CRD 335291
AL$1.05B5Fidelity→
C33BRIGHTON JONES LLC
CRD 108601
WA$18.88B50Fidelity→
C33NORTHWEST WEALTH MANAGEMENT, LLC
CRD 152816
IA$1.03B20Charles Schwab→
C32ANDERSON GROWTH PARTNERS, LLC
CRD 138600
AL$1.01B1Pershing→
C32ELSER FINANCIAL PLANNING, INC.
CRD 143311
IN$2.11B12Charles Schwab→
C31LAIRD NORTON WETHERBY WEALTH MANAGEMENT, LLC
CRD 107341
WA$12.18B50Charles Schwab→
C31AEGON USA INVESTMENT MANAGEMENT, LLC
CRD 114537
IA$88.80B1State Street→
C31PRINCIPAL SECURITIES, INC.
CRD 1137
IA$17.02B50Fidelity→
C31EMPIRICAL FINANCIAL SERVICES, LLC
CRD 152622
WA$8.43B50Charles Schwab→