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153 firms
ActiveState: SC×State: WI×State: OR×State: CT×AUM: $500M-$1B×clear all
ScoreFirmStateAUMAdvisorsCustodian
B63FAIRFIELD, BUSH & CO.
CRD 105970
CT$589.0M3Charles Schwab→
B63HARTFORD FINANCIAL MANAGEMENT INC
CRD 105039
CT$699.6M7Charles Schwab→
B57SEARLE & CO.
CRD 13035
CT$629.9M13Pershing→
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→
B54DRAKE CAPITAL ADVISORS LLC
CRD 136716
CT$713.4M—Interactive Brokers→
B53GRANITE GROUP ADVISORS, LLC
CRD 127357
CT$829.6M2E*Trade→
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab→
B52ADVISORS MANAGEMENT GROUP INC
CRD 113020
WI$819.6M12Charles Schwab→
B52EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
CRD 313103
OR$808.9M—Pershing→
B51AUXIER ASSET MANAGEMENT LLC
CRD 107980
OR$946.1M6Charles Schwab→
B51GOOGINS ADVISORS, INC.
CRD 13985
WI$501.0M4Charles Schwab→
B51RISKBRIDGE ADVISORS, LLC
CRD 310396
CT$898.3M10Charles Schwab→
B51PREISZ ASSOCIATES, INC.
CRD 144469
OR$701.7M9LPL Financial→
B50PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
CRD 107777
OR$758.3M4Charles Schwab→
B50MATSON FINANCIAL ADVISORS, INC.
CRD 122480
CT$518.9M3Pershing→
B50J.H. WHITNEY CAPITAL PARTNERS, LLC
CRD 160547
CT$859.3M—E*Trade→
C50ENDEAVOUR CAPITAL ADVISORS INC.
CRD 137689
CT$602.7M—Morgan Stanley→
C50AFFILIATED FINANCIAL ADVISORS INC
CRD 108154
WI$541.5M4Charles Schwab→
C49FREEDOM INVESTMENT MANAGEMENT, INC.
CRD 126052
CT$568.7M5Charles Schwab→
C48THE H GROUP, INC.
CRD 106801
OR$580.1M—Charles Schwab→
C48BERNICKE WEALTH MANAGEMENT, LTD.
CRD 335431
WI$887.4M12Charles Schwab→
C47NEW ENGLAND CAPITAL FINANCIAL ADVISORS LLC
CRD 109203
CT$673.0M6Charles Schwab→
C47PEREGRINE ASSET ADVISERS, INC.
CRD 115738
OR$611.0M6Charles Schwab→
C47MENGIS CAPITAL MANAGEMENT, INC.
CRD 117127
OR$903.5M6Charles Schwab→
C47SKY INVESTMENT GROUP LLC
CRD 134001
CT$931.0M8Charles Schwab→
C47CGC FINANCIAL SERVICES, LLC
CRD 155446
OR$875.8M5Charles Schwab→
C47LITVAK WEALTH, LLC
CRD 170805
CT$536.1M4Fidelity→
C47DRUM CAPITAL MANAGEMENT LLC
CRD 137964
CT$503.2M—E*Trade→
C46GREEN CITIES INVESTMENT MANAGEMENT, LLC
CRD 166263
OR$875.0M—E*Trade→
C46INVESTMARK ADVISORY GROUP LLC
CRD 121060
CT$929.7M10E*Trade→
C46MILL ROAD CAPITAL MANAGEMENT LLC
CRD 157095
CT$753.8M—Goldman Sachs→
C45STRATIS CAPITAL, LLC
CRD 300130
CT$507.5M1Goldman Sachs→
C45OLYMPUS PEAK ASSET MANAGEMENT LP
CRD 299460
CT$702.0M—Goldman Sachs→
C44CAT ROCK CAPITAL MANAGEMENT LP
CRD 268817
CT$968.5M—Morgan Stanley→
C44BROADVIEW FINANCIAL MANAGEMENT, LLC
CRD 143550
WI$699.2M6Charles Schwab→
C44PARK CAPITAL MANAGEMENT, LLC
CRD 158965
WI$868.0M5Charles Schwab→
C44KREITLER FINANCIAL LLC
CRD 309056
CT$584.9M5Raymond James→
C44JACKSON, GRANT INVESTMENT ADVISERS, INC.
CRD 108156
CT$577.7M4Pershing→
C44GRANDVIEW PROPERTY PARTNERS, LLC
CRD 299814
CT$890.1M1JPMorgan→
C44RJA ASSET MANAGEMENT LLC
CRD 153428
CT$588.9M—Northern Trust→
C43GOODWIN CAPITAL ADVISERS, INC.
CRD 108290
CT$986.6M1E*Trade→
C42CONIFER INVESTMENTS LTD
CRD 106159
CT$524.0M1Charles Schwab→
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial→
C42GARDEN INVESTMENT MANAGEMENT, L.P.
CRD 330358
CT$507.7M—JPMorgan→
C42CASTLEKEEP INVESTMENT ADVISORS LLC
CRD 111656
CT$920.8M2Charles Schwab→
C42ACM MANAGEMENT COMPANY, LLC
CRD 283037
OR$650.1M—E*Trade→
C41FRIEDLANDER & CO INC
CRD 105150
WI$564.8M1E*Trade→
C41IRONWOOD CAPITAL ADVISORS LLC
CRD 321642
CT$766.2M—E*Trade→