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58 firms
ActiveState: SC×State: UT×State: IA×AUM: $500M-$1B×clear all
ScoreFirmStateAUMAdvisorsCustodian
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab→
B51CACHETECH INC.
CRD 327688
UT$547.4M3Charles Schwab→
B51BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
CRD 13609
IA$906.4M50E*Trade→
B51FINANCIAL NETWORK WEALTH ADVISORS LLC
CRD 318842
UT$515.4M6Charles Schwab→
C50JACOBSEN CAPITAL MANAGEMENT, LLC
CRD 116085
UT$562.9M3Charles Schwab→
C48FIDUCIARY ADVISORS, LLC
CRD 104189
UT$520.2M1E*Trade→
C44ABG CONSULTANTS, LLC
CRD 131129
UT$697.4M4Charles Schwab→
C44BANNER CAPITAL MANAGEMENT, LLC
CRD 326949
UT$527.2M—E*Trade→
C43ACCUVEST GLOBAL ADVISORS, INC.
CRD 134096
UT$630.5M4Charles Schwab→
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial→
C41SG TRADING SOLUTIONS, LLC
CRD 322928
UT$911.7M—E*Trade→
C41RDA FINANCIAL NETWORK, INC.
CRD 147309
IA$675.2M17Charles Schwab→
C41GROUND SWELL CAPITAL, LLC
CRD 159812
SC$949.2M6E*Trade→
C40PETERSON WEALTH ADVISORS, LLC
CRD 146349
UT$829.7M13Charles Schwab→
C39ZIONS CAPITAL ADVISORS, INC.
CRD 131308
UT$830.8M15E*Trade→
C39NAVIGATE PRIVATE WEALTH, LLC
CRD 170774
UT$529.2M7Fidelity→
C38DMKC ADVISORY SERVICES, LLC
CRD 145112
IA$902.5M11E*Trade→
C38GLOBAL VIEW INVESTMENT ADVISORS, LLC
CRD 145499
SC$553.8M4E*Trade→
C38STRATEGIC PLANNING GROUP, LLC
CRD 113844
UT$910.3M13Charles Schwab→
C37AQUIRE WEALTH ADVISORS, LLC
CRD 149559
UT$504.0M10Charles Schwab→
C37BURKETT FINANCIAL SERVICES, LLC
CRD 140168
SC$572.6M5Charles Schwab→
C37RETIRERIGHT, LLC
CRD 300925
IA$561.1M5LPL Financial→
C36PETERSON WEALTH SERVICES INC.
CRD 288620
UT$528.5M4Raymond James→
C36NET WORTH ADVISORY GROUP, LLC
CRD 126983
UT$838.4M20Fidelity→
C36CIMARRON HEALTHCARE CAPITAL, LLC
CRD 282387
UT$532.7M—E*Trade→
C35SYVERSON STREGE & COMPANY
CRD 109228
IA$910.8M13Charles Schwab→
C34MATHESON & ROCK WEALTH MANAGEMENT, LLC
CRD 289603
IA$530.0M3Charles Schwab→
C34INDEPENDENT WEALTH NETWORK, INC.
CRD 286262
IA$518.4M32Charles Schwab→
C34BRIDGE NET LEASE FUND MANAGER LLC
CRD 316623
UT$843.3M—E*Trade→
C33WEALTH ADVISORS OF IOWA, LLC
CRD 115088
IA$539.4M10Charles Schwab→
C33DYNAMIC FINANCIAL GROUP, LLC
CRD 288763
IA$539.6M3Fidelity→
C33ELITE RETIREMENT PLANNING, LLC
CRD 297942
IA$568.8M13Charles Schwab→
C32HST VENTURES, LLC
CRD 317143
UT$551.1M—E*Trade→
C32WEALTH MANAGEMENT ADVISORS, LLC
CRD 171260
SC$686.1M5Charles Schwab→
C31LEP MANAGEMENT LLC
CRD 173481
UT$585.2M—E*Trade→
C31M3F, INC.
CRD 151191
UT$778.2M2E*Trade→
C31MORRIS FINANCIAL CONCEPTS, INC.
CRD 114862
SC$538.4M9Charles Schwab→
C29RIA ADVISORY GROUP, LLC
CRD 152566
IA$568.4M24Charles Schwab→
C28WEST FINANCIAL ADVISORS, L.L.C.
CRD 142265
IA$674.2M7Charles Schwab→
C28KESLER, NORMAN & WRIDE, LLC
CRD 307667
UT$661.4M5Altruist→
C28PLATFORM WEALTH MANAGEMENT, LLC
CRD 329313
UT$600.5M10Charles Schwab→
C27LONE PEAK GLOBAL INVESTORS, LLC
CRD 153956
UT$598.4M6Charles Schwab→
C26HOBBS GROUP ADVISORS LLC
CRD 157274
SC$584.4M7Fidelity→
C26NARUS FINANCIAL PARTNERS, LLC
CRD 173534
UT$559.0M5Fidelity→
C25CURRAN FINANCIAL PARTNERS, LLC
CRD 281943
SC$749.4M16Charles Schwab→
C25ADAMS WEALTH MANAGEMENT LLC
CRD 286087
UT$565.8M10Charles Schwab→
C25DISCIPLINE WEALTH SOLUTIONS, INC.
CRD 315846
SC$746.7M18Charles Schwab→
C25TAYLOR DERRICK CAPITAL, L.L.C.
CRD 158016
UT$910.7M5E*Trade→
C25SANDLOT PARTNERS, LLC
CRD 311409
UT$916.6M—E*Trade→
C24GLOBAL FRONTIER INVESTMENTS, LLC
CRD 160105
SC$682.0M—Goldman Sachs→