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68 firms
ActiveState: OR×State: SC×State: TN×AUM: $500M-$1B×clear all
ScoreFirmStateAUMAdvisorsCustodian
B61PRIVATE WEALTH MANAGEMENT, INC.
CRD 120823
TN$832.5M2Charles Schwab→
B5312TH STREET ASSET MANAGEMENT LLC
CRD 153528
TN$621.6M4Raymond James→
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab→
B52EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
CRD 313103
OR$808.9M—Pershing→
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→
C48PHAROS CAPITAL GROUP, LLC
CRD 158849
TN$629.6M—Fidelity→
C48THE H GROUP, INC.
CRD 106801
OR$580.1M—Charles 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→
C46GREEN CITIES INVESTMENT MANAGEMENT, LLC
CRD 166263
OR$875.0M—E*Trade→
C42EVERGREEN ADVISORS, LLC
CRD 149861
TN$522.8M2Charles Schwab→
C42SOUTHERNSUN ASSET MANAGEMENT LLC
CRD 154572
TN$749.4M1E*Trade→
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial→
C42ACM MANAGEMENT COMPANY, LLC
CRD 283037
OR$650.1M—E*Trade→
C41WEALTH PRESERVATION ADVISORS, LLC
CRD 167518
TN$591.6M2Charles Schwab→
C41GROUND SWELL CAPITAL, LLC
CRD 159812
SC$949.2M6E*Trade→
C41WMG FINANCIAL ADVISORS, LLC
CRD 285824
TN$693.8M15Charles Schwab→
C40DECKER WEALTH MANAGEMENT, LLC
CRD 150094
TN$566.2M7Charles Schwab→
C40VON BORSTEL & ASSOCIATES, INC.
CRD 309746
OR$680.2M4Charles Schwab→
C39EFM INVESTMENTS & ADVISORY LLC
CRD 339744
OR$680.0M—E*Trade→
C39NORTHMARQ FUND MANAGEMENT, LLC
CRD 150703
OR$541.3M1E*Trade→
C38BROGAN FINANCIAL, INC.
CRD 133623
TN$577.0M6Charles Schwab→
C38GLOBAL VIEW INVESTMENT ADVISORS, LLC
CRD 145499
SC$553.8M4E*Trade→
C38ICR PARTNERS, LLC
CRD 304689
TN$798.7M—E*Trade→
C37BURKETT FINANCIAL SERVICES, LLC
CRD 140168
SC$572.6M5Charles Schwab→
C36ROEHL & YI INVESTMENT ADVISORS, LLC
CRD 109258
OR$959.4M12Charles Schwab→
C36CLARITAS CAPITAL MANAGEMENT SERVICES, INC.
CRD 329689
TN$814.0M—E*Trade→
C35THE PATTEN GROUP, INC.
CRD 168255
TN$725.1M7Charles Schwab→
C35EQUILIBRIUM CAPITAL INVESTMENT MANAGEMENT , LLC
CRD 182520
OR$642.6M—E*Trade→
C35TRANQUILITY PARTNERS, LLC
CRD 283478
TN$897.0M7Charles Schwab→
C33NORTHWEST QUADRANT, LLC
CRD 158455
OR$579.7M2Charles Schwab→
C33AM INVESTMENT STRATEGIES, LLC
CRD 165823
TN$738.4M2Fidelity→
C33ALLIUM FINANCIAL ADVISORS, LLC
CRD 288462
OR$733.5M7E*Trade→
C33LEADING EDGE FINANCIAL PLANNING LLC
CRD 277149
TN$521.8M9Charles Schwab→
C32WEALTH MANAGEMENT ADVISORS, LLC
CRD 171260
SC$686.1M5Charles Schwab→
C31TSW II CAPITAL ADVISORS, LLC
CRD 157380
TN$544.5M—E*Trade→
C31801 WEST CAPITAL MANAGEMENT, LLC
CRD 168417
OR$515.9M—JPMorgan→
C31BNC WEALTH MANAGEMENT, LLC
CRD 306483
OR$847.5M4Charles Schwab→
C31PROFFITT & GOODSON INC.
CRD 105278
TN$797.7M6Charles Schwab→
C31LAFFER TENGLER INVESTMENTS, INC.
CRD 108068
TN$800.1M11Charles Schwab→
C31MORRIS FINANCIAL CONCEPTS, INC.
CRD 114862
SC$538.4M9Charles Schwab→
C30SAGEGUARD FINANCIAL GROUP, LLC
CRD 160266
TN$755.7M15Charles Schwab→
C30SOUTHERN CAPITAL ADVISORS, LLC
CRD 292275
TN$636.9M6Fidelity→
C29COUNCIL CAPITAL FUNDS MANAGEMENT, LLC
CRD 174036
TN$518.6M—E*Trade→
C28BCS FINANCIAL, LLC
CRD 115489
TN$987.4M7Charles Schwab→
C28FCG INVESTMENT COMPANY
CRD 308192
TN$568.2M10Charles Schwab→
C28VERIDAN WEALTH LLC
CRD 329666
OR$667.2M4Fidelity→