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95 firms
ActiveState: SC×State: AL×State: WI×State: IN×AUM: $500M-$1B×clear all
ScoreFirmStateAUMAdvisorsCustodian
B57BHK INVESTMENT ADVISORS, LLC
CRD 140515
AL$794.1M5Charles Schwab→
B55SKYLANDS CAPITAL, LLC
CRD 131183
WI$746.5M2Goldman Sachs→
B55MILESTONE INVESTMENT ADVISORS, LLC
CRD 168429
WI$877.6M7Charles Schwab→
B54ALPHA INVESTMENT CONSULTING GROUP, LLC
CRD 139721
WI$713.6M3E*Trade→
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab→
B52ATLAS CAPITAL MANAGEMENT CORP
CRD 106107
IN$869.8M5E*Trade→
B52ADVISORS MANAGEMENT GROUP INC
CRD 113020
WI$819.6M12Charles Schwab→
B52QUANTUM FINANCIAL SERVICES INC.
CRD 121631
IN$730.9M2E*Trade→
B52SYCAMORE FINANCIAL GROUP, INC.
CRD 14143
IN$787.4M6E*Trade→
B51GOOGINS ADVISORS, INC.
CRD 13985
WI$501.0M4Charles Schwab→
C50AFFILIATED FINANCIAL ADVISORS INC
CRD 108154
WI$541.5M4Charles Schwab→
C48BERNICKE WEALTH MANAGEMENT, LTD.
CRD 335431
WI$887.4M12Charles Schwab→
C443FOURTEEN & SMI ADVISORY SERVICES, LLC
CRD 331301
IN$723.0M—E*Trade→
C44THE FINANCIAL RESOURCE CENTER, INC.
CRD 316747
IN$642.5M4E*Trade→
C44BROADVIEW FINANCIAL MANAGEMENT, LLC
CRD 143550
WI$699.2M6Charles Schwab→
C44PARK CAPITAL MANAGEMENT, LLC
CRD 158965
WI$868.0M5Charles Schwab→
C44PARK LANE ADVISORS, LLC
CRD 338445
AL$623.9M—Fidelity→
C43MERIDIAN INVESTMENT ADVISORS, INC.
CRD 107593
IN$628.0M4E*Trade→
C43OAKWORTH ASSET MANAGEMENT, LLC
CRD 335388
AL$846.3M21E*Trade→
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial→
C41FRIEDLANDER & CO INC
CRD 105150
WI$564.8M1E*Trade→
C41BKM WEALTH MANAGEMENT, LLC
CRD 323928
WI$651.8M6Wells Fargo→
C41GROUND SWELL CAPITAL, LLC
CRD 159812
SC$949.2M6E*Trade→
C40ENRICH FINANCIAL PARTNERS LLC
CRD 111234
WI$556.8M4Charles Schwab→
C40RICHARDSON CAPITAL MANAGEMENT, LLC
CRD 130985
WI$582.2M10Charles Schwab→
C40POEHLING CAPITAL MANAGEMENT, INC.
CRD 131668
WI$591.3M6Charles Schwab→
C40GALECKI FINANCIAL MANAGEMENT INC
CRD 107218
IN$929.5M6E*Trade→
C39AMI INVESTMENT MANAGEMENT INC
CRD 106321
IN$963.6M4Charles Schwab→
C38GLOBAL VIEW INVESTMENT ADVISORS, LLC
CRD 145499
SC$553.8M4E*Trade→
C38BMSS WESSON WEALTH SOLUTIONS, LLC
CRD 282792
AL$704.0M8Charles Schwab→
C38KIRR, MARBACH & COMPANY, LLC
CRD 104634
IN$587.7M6Charles Schwab→
C37SMI ADVISORY SERVICES, LLC
CRD 137872
IN$949.0M7Charles Schwab→
C37BURKETT FINANCIAL SERVICES, LLC
CRD 140168
SC$572.6M5Charles Schwab→
C37FAIRVOY PRIVATE WEALTH, LLC
CRD 329636
AL$605.1M6Fidelity→
C36IMC ADVISORS, LLC
CRD 111537
IN$540.0M3Fidelity→
C36HURLOW WEALTH MANAGEMENT GROUP, INC.
CRD 282587
IN$794.4M10Charles Schwab→
C36WEALTH ADVISORY SOLUTIONS, LLC
CRD 288903
IN$599.1M9Charles Schwab→
C36ONEASCENT FAMILY OFFICE LLC
CRD 323305
AL$544.5M9Charles Schwab→
C36EVERNEST FINANCIAL ADVISORS
CRD 328161
IN$963.0M6Charles Schwab→
C36PORTER WHITE INVESTMENT ADVISORS, INC.
CRD 110876
AL$748.2M4E*Trade→
C35BAIRD CAPITAL MANAGEMENT COMPANY, LLC
CRD 323309
WI$737.9M—E*Trade→
C34US AGRICULTURE, LLC
CRD 282576
IN$759.1M—E*Trade→
C34P. J. SCHMIDT INVESTMENT MANAGEMENT, INC
CRD 104701
WI$852.0M7E*Trade→
C33COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.
CRD 128257
IN$595.6M12Raymond James→
C33HILTOP PARTNERS, LLC
CRD 290981
IN$616.4M9Charles Schwab→
C33REIFY WEALTH ADVISORS, INC.
CRD 121978
IN$524.4M5Charles Schwab→
C33MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
CRD 122212
IN$776.0M9Charles Schwab→
C33RIVERWATER PARTNERS LLC
CRD 283540
WI$660.9M6Charles Schwab→
C33SUNBURST FINANCIAL GROUP, LLC
CRD 283605
AL$808.1M7Charles Schwab→
C33ELEVATED FINANCIAL GROUP, LLC
CRD 334353
IN$532.0M7Charles Schwab→