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74 firms
ActiveState: UT×State: SC×State: TN×AUM: $500M-$1B×clear all
ScoreFirmStateAUMAdvisorsCustodian
B61PRIVATE WEALTH MANAGEMENT, INC.
CRD 120823
TN$832.5M2Charles Schwab→
B5312TH STREET ASSET MANAGEMENT LLC
CRD 153528
TN$621.6M4Raymond James→
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab→
B51CACHETECH INC.
CRD 327688
UT$547.4M3Charles Schwab→
B51FINANCIAL NETWORK WEALTH ADVISORS LLC
CRD 318842
UT$515.4M6Charles Schwab→
C50JACOBSEN CAPITAL MANAGEMENT, LLC
CRD 116085
UT$562.9M3Charles Schwab→
C48FIDUCIARY ADVISORS, LLC
CRD 104189
UT$520.2M1E*Trade→
C48PHAROS CAPITAL GROUP, LLC
CRD 158849
TN$629.6M—Fidelity→
C44ABG CONSULTANTS, LLC
CRD 131129
UT$697.4M4Charles Schwab→
C44BANNER CAPITAL MANAGEMENT, LLC
CRD 326949
UT$527.2M—E*Trade→
C43ACCUVEST GLOBAL ADVISORS, INC.
CRD 134096
UT$630.5M4Charles Schwab→
C42EVERGREEN ADVISORS, LLC
CRD 149861
TN$522.8M2Charles Schwab→
C42SOUTHERNSUN ASSET MANAGEMENT LLC
CRD 154572
TN$749.4M1E*Trade→
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial→
C41SG TRADING SOLUTIONS, LLC
CRD 322928
UT$911.7M—E*Trade→
C41WEALTH PRESERVATION ADVISORS, LLC
CRD 167518
TN$591.6M2Charles Schwab→
C41GROUND SWELL CAPITAL, LLC
CRD 159812
SC$949.2M6E*Trade→
C41WMG FINANCIAL ADVISORS, LLC
CRD 285824
TN$693.8M15Charles Schwab→
C40PETERSON WEALTH ADVISORS, LLC
CRD 146349
UT$829.7M13Charles Schwab→
C40DECKER WEALTH MANAGEMENT, LLC
CRD 150094
TN$566.2M7Charles Schwab→
C39ZIONS CAPITAL ADVISORS, INC.
CRD 131308
UT$830.8M15E*Trade→
C39NAVIGATE PRIVATE WEALTH, LLC
CRD 170774
UT$529.2M7Fidelity→
C38BROGAN FINANCIAL, INC.
CRD 133623
TN$577.0M6Charles Schwab→
C38GLOBAL VIEW INVESTMENT ADVISORS, LLC
CRD 145499
SC$553.8M4E*Trade→
C38STRATEGIC PLANNING GROUP, LLC
CRD 113844
UT$910.3M13Charles Schwab→
C38ICR PARTNERS, LLC
CRD 304689
TN$798.7M—E*Trade→
C37AQUIRE WEALTH ADVISORS, LLC
CRD 149559
UT$504.0M10Charles Schwab→
C37BURKETT FINANCIAL SERVICES, LLC
CRD 140168
SC$572.6M5Charles Schwab→
C36PETERSON WEALTH SERVICES INC.
CRD 288620
UT$528.5M4Raymond James→
C36NET WORTH ADVISORY GROUP, LLC
CRD 126983
UT$838.4M20Fidelity→
C36CIMARRON HEALTHCARE CAPITAL, LLC
CRD 282387
UT$532.7M—E*Trade→
C36CLARITAS CAPITAL MANAGEMENT SERVICES, INC.
CRD 329689
TN$814.0M—E*Trade→
C35THE PATTEN GROUP, INC.
CRD 168255
TN$725.1M7Charles Schwab→
C35TRANQUILITY PARTNERS, LLC
CRD 283478
TN$897.0M7Charles Schwab→
C34BRIDGE NET LEASE FUND MANAGER LLC
CRD 316623
UT$843.3M—E*Trade→
C33AM INVESTMENT STRATEGIES, LLC
CRD 165823
TN$738.4M2Fidelity→
C33LEADING EDGE FINANCIAL PLANNING LLC
CRD 277149
TN$521.8M9Charles Schwab→
C32HST VENTURES, LLC
CRD 317143
UT$551.1M—E*Trade→
C32WEALTH MANAGEMENT ADVISORS, LLC
CRD 171260
SC$686.1M5Charles Schwab→
C31TSW II CAPITAL ADVISORS, LLC
CRD 157380
TN$544.5M—E*Trade→
C31LEP MANAGEMENT LLC
CRD 173481
UT$585.2M—E*Trade→
C31M3F, INC.
CRD 151191
UT$778.2M2E*Trade→
C31PROFFITT & GOODSON INC.
CRD 105278
TN$797.7M6Charles Schwab→
C31LAFFER TENGLER INVESTMENTS, INC.
CRD 108068
TN$800.1M11Charles Schwab→
C31MORRIS FINANCIAL CONCEPTS, INC.
CRD 114862
SC$538.4M9Charles Schwab→
C30SAGEGUARD FINANCIAL GROUP, LLC
CRD 160266
TN$755.7M15Charles Schwab→
C30SOUTHERN CAPITAL ADVISORS, LLC
CRD 292275
TN$636.9M6Fidelity→
C29COUNCIL CAPITAL FUNDS MANAGEMENT, LLC
CRD 174036
TN$518.6M—E*Trade→
C28KESLER, NORMAN & WRIDE, LLC
CRD 307667
UT$661.4M5Altruist→
C28BCS FINANCIAL, LLC
CRD 115489
TN$987.4M7Charles Schwab→