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184 firms
ActiveState: SC×State: WI×State: CO×State: NJ×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→
B57PRESTIGE WEALTH MANAGEMENT GROUP, LLC
CRD 127381
NJ$666.4M5Charles Schwab→
B56WEALTH MANAGEMENT ASSOCIATES, INC.
CRD 117606
NJ$717.4M11E*Trade→
B56ICON ADVISERS, INC.
CRD 108268
CO$875.9M3Charles Schwab→
B55TSP CAPITAL MANAGEMENT GROUP, LLC
CRD 131889
NJ$553.3M2E*Trade→
B55SEAMOUNT FINANCIAL GROUP INC
CRD 107834
CO$745.2M6LPL Financial→
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→
B54NEW VERNON ADVISERS LP
CRD 160231
NJ$902.1M—Pershing→
B54VENTURE INVESTMENT MANAGEMENT CO., L.L.C.
CRD 160002
NJ$636.8M—Raymond James→
B53REEDMARK ADVISORS, LLC
CRD 173760
NJ$564.6M4E*Trade→
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab→
B52ADVISORS MANAGEMENT GROUP INC
CRD 113020
WI$819.6M12Charles Schwab→
B52JPL WEALTH MANAGEMENT, LLC
CRD 328474
CO$587.9M4Charles Schwab→
B51RAMSAY STATTMAN VELA & PRICE INC
CRD 105156
CO$778.5M5Charles Schwab→
B51SEABRIDGE INVESTMENT ADVISORS LLC
CRD 108681
NJ$771.2M11Charles Schwab→
B51DUMONT & BLAKE INVESTMENT ADVISORS LLC
CRD 109318
NJ$562.3M4Charles Schwab→
B51GOOGINS ADVISORS, INC.
CRD 13985
WI$501.0M4Charles Schwab→
C50AFFILIATED FINANCIAL ADVISORS INC
CRD 108154
WI$541.5M4Charles Schwab→
C49WBI INVESTMENTS, LLC
CRD 106336
NJ$539.6M6Pershing→
C49FI401K ADVISORS, LLC
CRD 168408
CO$915.0M2E*Trade→
C48PRINCETON FUND ADVISORS, LLC
CRD 157821
CO$780.0M—E*Trade→
C48THE MILLSTONE EVANS GROUP, LLC
CRD 311142
CO$893.3M8Raymond James→
C48VESTGEN INVESTMENT MANAGEMENT, LLC
CRD 118851
NJ$786.6M2Pershing→
C48BARNEGAT FUND MANAGEMENT INC.
CRD 158347
NJ$803.4M—E*Trade→
C48ORIGIN CREDIT ADVISERS, LLC
CRD 324839
CO$538.0M—E*Trade→
C48BERNICKE WEALTH MANAGEMENT, LTD.
CRD 335431
WI$887.4M12Charles Schwab→
C47TILSON FINANCIAL GROUP INC
CRD 110890
NJ$750.6M8Charles Schwab→
C47COLORADO CAPITAL MANAGEMENT, INC.
CRD 114011
CO$638.4M12Charles Schwab→
C47VISION RETIREMENT, LLC
CRD 173064
NJ$633.7M7LPL Financial→
C47BLACK SWIFT GROUP, LLC
CRD 286084
CO$694.1M9Pershing→
C47WAKEFIELD WEALTH MANAGEMENT, LLLP
CRD 173997
CO$512.9M3Charles Schwab→
C46NCM CAPITAL MANAGEMENT, LLC
CRD 151109
NJ$539.4M3Fidelity→
C46BLUESHIFT ASSET MANAGEMENT, LLC
CRD 290637
NJ$694.4M—Goldman Sachs→
C45UGVP MANAGEMENT, LLC
CRD 170880
NJ$634.9M—E*Trade→
C45GILL CAPITAL PARTNERS, LLC
CRD 14559
CO$862.4M18Charles Schwab→
C44BROADVIEW FINANCIAL MANAGEMENT, LLC
CRD 143550
WI$699.2M6Charles Schwab→
C44PARK CAPITAL MANAGEMENT, LLC
CRD 158965
WI$868.0M5Charles Schwab→
C44SHOREBRIDGE CAPITAL MANAGEMENT, LLC
CRD 290660
NJ$735.1M—E*Trade→
C44SPC MANAGEMENT CO., INC.
CRD 157259
NJ$959.6M—Folio Institutional→
C44PARISI GRAY WEALTH MANAGEMENT, LLC
CRD 286388
NJ$796.0M2Pershing→
C43PROPRIETARY CAPITAL, LLC
CRD 125139
CO$651.8M—BNY Mellon→
C43GALLACHER CAPITAL MANAGEMENT LLC
CRD 113189
CO$539.0M9Charles Schwab→
C43KEY CLIENT FIDUCIARY ADVISORS, LLC
CRD 298240
NJ$896.3M10Charles Schwab→
C43SEMPER AUGUSTUS INVESTMENTS GROUP LLC
CRD 108153
CO$982.2M2Charles Schwab→
C43BLACK CORAL FINANCIAL ADVISORS, LLC
CRD 154623
NJ$504.4M4E*Trade→
C43DENVER PWM, LLC
CRD 171139
CO$524.4M7Charles Schwab→
C43GSG ADVISORS LLC
CRD 131511
NJ$862.3M3E*Trade→