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365 firms
ActiveState: SC×State: WI×State: IN×State: CA×AUM: $500M-$1B×clear all
ScoreFirmStateAUMAdvisorsCustodian
B63LAWRENCE W. KELLY & ASSOCIATES, INC.
CRD 106635
CA$540.1M2Charles Schwab→
B61FINDEC WEALTH SERVICES, INC.
CRD 311949
CA$627.9M2Charles Schwab→
B60PHOCAS FINANCIAL CORPORATION
CRD 135470
CA$682.7M3E*Trade→
B60TARBOX FAMILY OFFICE, INC.
CRD 106079
CA$953.7M6Charles Schwab→
B59REGIS METRO ASSOCIATES, INC.
CRD 160859
CA$617.8M—E*Trade→
B58WILSEY ASSET MANAGEMENT INCORPORATED
CRD 130482
CA$768.5M2Charles Schwab→
B55SKYLANDS CAPITAL, LLC
CRD 131183
WI$746.5M2Goldman Sachs→
B55PARKSHORE WEALTH MANAGEMENT
CRD 148052
CA$517.9M4Charles Schwab→
B55MILESTONE INVESTMENT ADVISORS, LLC
CRD 168429
WI$877.6M7Charles Schwab→
B54ALPHA INVESTMENT CONSULTING GROUP, LLC
CRD 139721
WI$713.6M3E*Trade→
B54NELSON CAPITAL MANAGEMENT, LLC
CRD 129776
CA$810.8M4Charles Schwab→
B54MRAZ, AMERINE & ASSOCIATES, INC.
CRD 158338
CA$917.5M5Charles Schwab→
B54FINANCIAL FOCUS LLC
CRD 282177
CA$800.0M5Charles Schwab→
B54CREEKSIDE PARTNERS FINANCIAL ADVISERS LLC
CRD 125401
CA$553.4M2Charles Schwab→
B54ARISTON SERVICES GROUP, LLC
CRD 146255
CA$527.0M2Charles Schwab→
B54STOLPER & COMPANY
CRD 6911
CA$615.7M1Charles Schwab→
B54LEGACY CAPITAL GROUP CALIFORNIA, INC.
CRD 111436
CA$535.7M3Fidelity→
B54MIG CAPITAL, LLC
CRD 160782
CA$589.5M—Goldman Sachs→
B53SELBY WEALTH MANAGEMENT, LLC
CRD 334084
CA$544.8M3Charles Schwab→
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→
B52LEGACY PARTNERS, LLC
CRD 159473
CA$777.9M2JPMorgan→
B52G.W. SHERWOLD ASSOCIATES, INC.
CRD 42186
CA$572.4M5E*Trade→
B51HUBER CAPITAL MANAGEMENT LLC
CRD 143344
CA$729.2M—E*Trade→
B51EPSILON FINANCIAL GROUP, INC.
CRD 111990
CA$626.1M5Charles Schwab→
B51GOOGINS ADVISORS, INC.
CRD 13985
WI$501.0M4Charles Schwab→
B51FINANCIAL ALTERNATIVES, INC.
CRD 108245
CA$614.8M6Charles Schwab→
B51PROPEL VENTURE PARTNERS MANAGEMENT CO., LLC
CRD 283261
CA$703.6M—E*Trade→
B51SKBA CAPITAL MANAGEMENT, LLC
CRD 108542
CA$732.0M4E*Trade→
B51PREMIER FINANCIAL GROUP INC
CRD 107314
CA$819.9M12E*Trade→
B51NEST EGG ETFS, LLC
CRD 332971
CA$517.3M2Charles Schwab→
B50TRAN CAPITAL MANAGEMENT, L.P.
CRD 107049
CA$890.3M—Charles Schwab→
B50GRADIENT CAPITAL ADVISORS, LLC
CRD 168912
CA$742.2M5Charles Schwab→
B50PEAKVIEW MANAGEMENT, LLC
CRD 305663
CA$604.3M—E*Trade→
C50VIRGO INVESTMENT GROUP LLC
CRD 157297
CA$857.4M—Wells Fargo→
C50SOLACE CAPITAL PARTNERS, L.P.
CRD 175319
CA$508.1M—E*Trade→
C50CALMWATER ASSET MANAGEMENT, LLC
CRD 282617
CA$792.5M—E*Trade→
C50AFFILIATED FINANCIAL ADVISORS INC
CRD 108154
WI$541.5M4Charles Schwab→
C50ASSET PLANNING, INC
CRD 111535
CA$553.5M5Charles Schwab→
C50THREE ARCH WEALTH MANAGEMENT LLC
CRD 333733
CA$662.4M4Charles Schwab→
C49FINANCIAL SENSE ADVISORS, INC.
CRD 111090
CA$835.6M9E*Trade→
C49PRIVATE WEALTH SOLUTIONS, LLC
CRD 289437
CA$500.0M4Charles Schwab→
C48L.S.Y., INC
CRD 38
CA$578.1M50Charles Schwab→
C48BERNICKE WEALTH MANAGEMENT, LTD.
CRD 335431
WI$887.4M12Charles Schwab→
C47RIDGECREST WEALTH PARTNERS, LLC
CRD 311984
CA$705.1M2Charles Schwab→
C47CHANNEL WEALTH, LLC
CRD 323461
CA$850.9M8Charles Schwab→
C47ATLAS LEGACY ADVISORS LLC
CRD 329888
CA$715.0M4Charles Schwab→