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100 firms
ActiveState: OR×State: CO×State: SC×AUM: $500M-$1B×clear all
ScoreFirmStateAUMAdvisorsCustodian
B60HINDS FINANCIAL GROUP INC
CRD 129971
CO$536.9M6Pershing→
B59FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
CRD 109036
CO$905.2M10Goldman Sachs→
B56ICON ADVISERS, INC.
CRD 108268
CO$875.9M3Charles Schwab→
B55SEAMOUNT FINANCIAL GROUP INC
CRD 107834
CO$745.2M6LPL Financial→
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab→
B52EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
CRD 313103
OR$808.9M—Pershing→
B52JPL WEALTH MANAGEMENT, LLC
CRD 328474
CO$587.9M4Charles Schwab→
B51RAMSAY STATTMAN VELA & PRICE INC
CRD 105156
CO$778.5M5Charles Schwab→
B51AUXIER ASSET MANAGEMENT LLC
CRD 107980
OR$946.1M6Charles Schwab→
B51PREISZ ASSOCIATES, INC.
CRD 144469
OR$701.7M9LPL Financial→
B50PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
CRD 107777
OR$758.3M4Charles Schwab→
C49FI401K ADVISORS, LLC
CRD 168408
CO$915.0M2E*Trade→
C48PRINCETON FUND ADVISORS, LLC
CRD 157821
CO$780.0M—E*Trade→
C48THE H GROUP, INC.
CRD 106801
OR$580.1M—Charles Schwab→
C48THE MILLSTONE EVANS GROUP, LLC
CRD 311142
CO$893.3M8Raymond James→
C48ORIGIN CREDIT ADVISERS, LLC
CRD 324839
CO$538.0M—E*Trade→
C47COLORADO CAPITAL MANAGEMENT, INC.
CRD 114011
CO$638.4M12Charles Schwab→
C47PEREGRINE ASSET ADVISERS, INC.
CRD 115738
OR$611.0M6Charles Schwab→
C47MENGIS CAPITAL MANAGEMENT, INC.
CRD 117127
OR$903.5M6Charles Schwab→
C47CGC FINANCIAL SERVICES, LLC
CRD 155446
OR$875.8M5Charles Schwab→
C47BLACK SWIFT GROUP, LLC
CRD 286084
CO$694.1M9Pershing→
C47WAKEFIELD WEALTH MANAGEMENT, LLLP
CRD 173997
CO$512.9M3Charles Schwab→
C46GREEN CITIES INVESTMENT MANAGEMENT, LLC
CRD 166263
OR$875.0M—E*Trade→
C45GILL CAPITAL PARTNERS, LLC
CRD 14559
CO$862.4M18Charles Schwab→
C43PROPRIETARY CAPITAL, LLC
CRD 125139
CO$651.8M—BNY Mellon→
C43GALLACHER CAPITAL MANAGEMENT LLC
CRD 113189
CO$539.0M9Charles Schwab→
C43SEMPER AUGUSTUS INVESTMENTS GROUP LLC
CRD 108153
CO$982.2M2Charles Schwab→
C43DENVER PWM, LLC
CRD 171139
CO$524.4M7Charles Schwab→
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial→
C42SENECA MANAGEMENT LLC
CRD 160345
CO$716.9M—E*Trade→
C42ACM MANAGEMENT COMPANY, LLC
CRD 283037
OR$650.1M—E*Trade→
C41GROUND SWELL CAPITAL, LLC
CRD 159812
SC$949.2M6E*Trade→
C40ALTUS WEALTH GROUP, LLC
CRD 287848
CO$620.1M7Charles Schwab→
C40ELK RIVER WEALTH MANAGEMENT LLC
CRD 307263
CO$971.3M7Charles Schwab→
C40VON BORSTEL & ASSOCIATES, INC.
CRD 309746
OR$680.2M4Charles Schwab→
C39EFM INVESTMENTS & ADVISORY LLC
CRD 339744
OR$680.0M—E*Trade→
C39ROSEL WEALTH MANAGEMENT, LLC
CRD 291065
CO$630.2M1Charles Schwab→
C39IMPACT CAPITAL PARTNERS LLC
CRD 329616
CO$625.6M5Charles Schwab→
C39LEGACY WEALTH PARTNERS, LLC
CRD 333032
CO$646.0M7Charles Schwab→
C39NORTHMARQ FUND MANAGEMENT, LLC
CRD 150703
OR$541.3M1E*Trade→
C38GLOBAL VIEW INVESTMENT ADVISORS, LLC
CRD 145499
SC$553.8M4E*Trade→
C38FAMILY FINANCIAL SOLUTIONS GROUP, LLC
CRD 172725
CO$500.7M1E*Trade→
C37BURKETT FINANCIAL SERVICES, LLC
CRD 140168
SC$572.6M5Charles Schwab→
C37DODDS WEALTH, LLC
CRD 323632
CO$706.2M7LPL Financial→
C36ROEHL & YI INVESTMENT ADVISORS, LLC
CRD 109258
OR$959.4M12Charles Schwab→
C36LAPIS ADVISERS, LP
CRD 153710
CO$789.5M—JPMorgan→
C36ONE BOW RIVER ADVISERS, LLC.
CRD 333311
CO$564.4M—E*Trade→
C35TILLMAN HARTLEY LLC
CRD 109479
CO$746.3M3Charles Schwab→
C35SPRINKLE FINANCIAL CONSULTANTS LLC
CRD 112227
CO$926.1M3Charles Schwab→
C35EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
CRD 182520
OR$642.6M—E*Trade→