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106 firms
ActiveState: UT×State: CO×State: SC×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→
B56ICON ADVISERS, INC.
CRD 108268
CO$875.9M3Charles Schwab→
B55SEAMOUNT FINANCIAL GROUP INC
CRD 107834
CO$745.2M6LPL Financial→
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab→
B52JPL WEALTH MANAGEMENT, LLC
CRD 328474
CO$587.9M4Charles Schwab→
B51CACHETECH INC.
CRD 327688
UT$547.4M3Charles Schwab→
B51RAMSAY STATTMAN VELA & PRICE INC
CRD 105156
CO$778.5M5Charles Schwab→
B51FINANCIAL NETWORK WEALTH ADVISORS LLC
CRD 318842
UT$515.4M6Charles Schwab→
C50JACOBSEN CAPITAL MANAGEMENT, LLC
CRD 116085
UT$562.9M3Charles Schwab→
C49FI401K ADVISORS, LLC
CRD 168408
CO$915.0M2E*Trade→
C48FIDUCIARY ADVISORS, LLC
CRD 104189
UT$520.2M1E*Trade→
C48PRINCETON FUND ADVISORS, LLC
CRD 157821
CO$780.0M—E*Trade→
C48THE MILLSTONE EVANS GROUP, LLC
CRD 311142
CO$893.3M8Raymond James→
C48ORIGIN CREDIT ADVISERS, LLC
CRD 324839
CO$538.0M—E*Trade→
C47COLORADO CAPITAL MANAGEMENT, INC.
CRD 114011
CO$638.4M12Charles Schwab→
C47BLACK SWIFT GROUP, LLC
CRD 286084
CO$694.1M9Pershing→
C47WAKEFIELD WEALTH MANAGEMENT, LLLP
CRD 173997
CO$512.9M3Charles Schwab→
C45GILL CAPITAL PARTNERS, LLC
CRD 14559
CO$862.4M18Charles Schwab→
C44ABG CONSULTANTS, LLC
CRD 131129
UT$697.4M4Charles Schwab→
C44BANNER CAPITAL MANAGEMENT, LLC
CRD 326949
UT$527.2M—E*Trade→
C43PROPRIETARY CAPITAL, LLC
CRD 125139
CO$651.8M—BNY Mellon→
C43GALLACHER CAPITAL MANAGEMENT LLC
CRD 113189
CO$539.0M9Charles Schwab→
C43SEMPER AUGUSTUS INVESTMENTS GROUP LLC
CRD 108153
CO$982.2M2Charles Schwab→
C43DENVER PWM, LLC
CRD 171139
CO$524.4M7Charles Schwab→
C43ACCUVEST GLOBAL ADVISORS, INC.
CRD 134096
UT$630.5M4Charles Schwab→
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial→
C42SENECA MANAGEMENT LLC
CRD 160345
CO$716.9M—E*Trade→
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→
C40ALTUS WEALTH GROUP, LLC
CRD 287848
CO$620.1M7Charles Schwab→
C40ELK RIVER WEALTH MANAGEMENT LLC
CRD 307263
CO$971.3M7Charles Schwab→
C39ZIONS CAPITAL ADVISORS, INC.
CRD 131308
UT$830.8M15E*Trade→
C39ROSEL WEALTH MANAGEMENT, LLC
CRD 291065
CO$630.2M1Charles Schwab→
C39IMPACT CAPITAL PARTNERS LLC
CRD 329616
CO$625.6M5Charles Schwab→
C39NAVIGATE PRIVATE WEALTH, LLC
CRD 170774
UT$529.2M7Fidelity→
C39LEGACY WEALTH PARTNERS, LLC
CRD 333032
CO$646.0M7Charles Schwab→
C38GLOBAL VIEW INVESTMENT ADVISORS, LLC
CRD 145499
SC$553.8M4E*Trade→
C38STRATEGIC PLANNING GROUP, LLC
CRD 113844
UT$910.3M13Charles Schwab→
C38FAMILY FINANCIAL SOLUTIONS GROUP, LLC
CRD 172725
CO$500.7M1E*Trade→
C37AQUIRE WEALTH ADVISORS, LLC
CRD 149559
UT$504.0M10Charles Schwab→
C37BURKETT FINANCIAL SERVICES, LLC
CRD 140168
SC$572.6M5Charles Schwab→
C37DODDS WEALTH, LLC
CRD 323632
CO$706.2M7LPL Financial→
C36PETERSON WEALTH SERVICES INC.
CRD 288620
UT$528.5M4Raymond James→
C36NET WORTH ADVISORY GROUP, LLC
CRD 126983
UT$838.4M20Fidelity→
C36LAPIS ADVISERS, LP
CRD 153710
CO$789.5M—JPMorgan→
C36CIMARRON HEALTHCARE CAPITAL, LLC
CRD 282387
UT$532.7M—E*Trade→
C36ONE BOW RIVER ADVISERS, LLC.
CRD 333311
CO$564.4M—E*Trade→
C35TILLMAN HARTLEY LLC
CRD 109479
CO$746.3M3Charles Schwab→