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179 firms
ActiveState: SC×State: UT×State: OR×State: IL×AUM: $500M-$1B×clear all
ScoreFirmStateAUMAdvisorsCustodian
B64CAPITAL RESOURCE MANAGEMENT INC
CRD 106768
IL$593.2M1E*Trade→
B55ALLEY INVESTMENT MANAGEMENT COMPANY, LLC
CRD 317544
IL$907.2M5Charles Schwab→
B54HEMSLEY ADVISORS, LTD.
CRD 106414
IL$638.1M4Charles Schwab→
B54TAIKO PRIVATE WEALTH
CRD 329909
IL$514.8M2Charles Schwab→
B54SEQUOIA WEALTH MANAGEMENT, LLC
CRD 170543
IL$599.6M16LPL Financial→
B53ADVISORY RESEARCH INC
CRD 108254
IL$991.3M7Charles Schwab→
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab→
B52EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
CRD 313103
OR$808.9M—Pershing→
B51CACHETECH INC.
CRD 327688
UT$547.4M3Charles Schwab→
B51AUXIER ASSET MANAGEMENT LLC
CRD 107980
OR$946.1M6Charles Schwab→
B51SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
CRD 159255
IL$705.7M6Fidelity→
B51FINANCIAL NETWORK WEALTH ADVISORS LLC
CRD 318842
UT$515.4M6Charles Schwab→
B51PREISZ ASSOCIATES, INC.
CRD 144469
OR$701.7M9LPL Financial→
B50PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
CRD 107777
OR$758.3M4Charles Schwab→
C50GREENROCK RESEARCH, INC.
CRD 131825
IL$863.9M4E*Trade→
C50JACOBSEN CAPITAL MANAGEMENT, LLC
CRD 116085
UT$562.9M3Charles Schwab→
C49INTERTIDE PARTNERS L.L.C.
CRD 326896
IL$971.4M—Charles Schwab→
C48FIDUCIARY ADVISORS, LLC
CRD 104189
UT$520.2M1E*Trade→
C48TOTAL CLARITY WEALTH MANAGEMENT, INC
CRD 142728
IL$755.4M22LPL Financial→
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→
C47ATIVO CAPITAL MANAGEMENT, LLC
CRD 125303
IL$862.7M5Northern Trust→
C47CENTRIC WEALTH MANAGEMENT, LLC
CRD 133877
IL$792.9M11Charles Schwab→
C46GREEN CITIES INVESTMENT MANAGEMENT, LLC
CRD 166263
OR$875.0M—E*Trade→
C45TRIGRAN INVESTMENTS, INC.
CRD 155200
IL$533.2M—Wells Fargo→
C45DREAM CAPITAL ADVISORS, LLC
CRD 142788
IL$695.3M1E*Trade→
C44ABG CONSULTANTS, LLC
CRD 131129
UT$697.4M4Charles Schwab→
C44BANNER CAPITAL MANAGEMENT, LLC
CRD 326949
UT$527.2M—E*Trade→
C44SHANKERVALLEAU WEALTH ADVISORS, INC.
CRD 117527
IL$645.3M7Charles Schwab→
C44WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CRD 299595
IL$732.2M5Fidelity→
C44INTRINSIC EDGE CAPITAL MANAGEMENT LLC
CRD 285034
IL$771.8M1Fidelity→
C43CURA WEALTH ADVISORS, LLC
CRD 332511
IL$527.7M2Charles Schwab→
C43ACCUVEST GLOBAL ADVISORS, INC.
CRD 134096
UT$630.5M4Charles Schwab→
C42ABERDEEN WEALTH MANAGEMENT LLC
CRD 108525
IL$699.1M2Charles Schwab→
C42RESOURCE FINANCIAL GROUP, LTD.
CRD 119833
IL$637.4M2E*Trade→
C42KABOUTER MANAGEMENT, LLC
CRD 153099
IL$992.5M—Goldman Sachs→
C42SFAM, LLC
CRD 145026
IL$896.5M4Charles Schwab→
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial→
C42RED ARTS CAPITAL MANAGEMENT, LLC
CRD 316396
IL$619.5M—E*Trade→
C42BROOKSTONE ASSET MANAGEMENT, LLC
CRD 153467
IL$597.9M1E*Trade→
C42GRAYBILL WEALTH MANAGEMENT, LTD.
CRD 112046
IL$525.8M1Charles Schwab→
C42ACM MANAGEMENT COMPANY, LLC
CRD 283037
OR$650.1M—E*Trade→
C41PONDERA HOLDINGS LLC
CRD 315097
IL$563.8M—Northern Trust→
C41MPS-LORIA FINANCIAL PLANNERS,LLC
CRD 122866
IL$826.6M5Charles Schwab→
C41SG TRADING SOLUTIONS, LLC
CRD 322928
UT$911.7M—E*Trade→
C41GROUND SWELL CAPITAL, LLC
CRD 159812
SC$949.2M6E*Trade→
C40PETERSON WEALTH ADVISORS, LLC
CRD 146349
UT$829.7M13Charles Schwab→
C40VON BORSTEL & ASSOCIATES, INC.
CRD 309746
OR$680.2M4Charles Schwab→