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1,762 firms
ActiveAUM: <$25M×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A88SHANKLAND FINANCIAL ADVISORS, LLC
CRD 139562
—$88.2M1Charles Schwab→
A87CONRAD CAPITAL MANAGEMENT, INC.
CRD 113648
NY$90.7M2Charles Schwab→
A84STEWARD CAPITAL MANAGEMENT, INC.
CRD 104936
MI$95.1M1Charles Schwab→
A83COVE STREET CAPITAL, LLC
CRD 156260
CA$93.8M1Charles Schwab→
A82MOLLOT & HARDY, INC.
CRD 128377
NY$80.6M2Pershing→
A81RCM ROBINSON CAPITAL MANAGEMENT LLC
CRD 112814
CA$61.8M1E*Trade→
A79WYSER-PRATTE MANAGEMENT CO., INC.
CRD 106399
NY$58.6M—E*Trade→
A79MAJORITY ASSET MANAGEMENT, INC.
CRD 110891
—$36.9M1Charles Schwab→
A77MARIN WEALTH ADVISORS LLC
CRD 123237
CA$69.4M2Charles Schwab→
A76PARKSIDE FAMILY OFFICE LLC
CRD 339242
—$52.4M1Charles Schwab→
A76FIDUCIARY MANAGEMENT GROUP, LLC
CRD 136612
NY$70.7M1Charles Schwab→
A75OCCAM CAPITAL MANAGEMENT, LLC
CRD 108201
NY$67.4M1Charles Schwab→
A75BERKSHIRE ADVISORS, INC.
CRD 122389
PA$97.1M2Charles Schwab→
A75SUNDOWNER CAPITAL MANAGEMENT LLC
CRD 146253
—$99.7M1Charles Schwab→
A75ABERNATHY GROUP II LLC
CRD 152401
NY$80.2M1Charles Schwab→
A75SERAPHIM CAPITAL MANAGEMENT, LLC
CRD 170976
—$63.0M1LPL Financial→
A75NETWORK INVESTMENT ADVISORS INCORPORATED
CRD 290927
NY$57.4M—Charles Schwab→
A75FBD ASSET MGMT, LLC
CRD 307216
MN$76.8M1Charles Schwab→
A75INVESTOR'S ADVANTAGE L.L.C.
CRD 315773
—$98.7M1Charles Schwab→
A75COMPREHENSIVE CAPITAL MANAGEMENT, INC.
CRD 119890
NJ$77.5M8Pershing→
A74MON CAPITAL MANAGEMENT LLC
CRD 333785
NY$95.0M1E*Trade→
A74GARRETT NAGLE & CO., INC.
CRD 7071
MA$98.4M2E*Trade→
A74PORTFOLIO STRATEGIES INC
CRD 104685
WA$50.2M3Charles Schwab→
A74MAIDSTONE WEALTH MANAGEMENT, LLC
CRD 291873
NY$27.4M1E*Trade→
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade→
A73TAGLICH BROTHERS, INC.
CRD 29102
NY$37.7M1E*Trade→
A72GROESBECK INVESTMENT MANAGEMENT CORP
CRD 106679
NJ$54.7M2E*Trade→
A72SNOW FINANCIAL MANAGEMENT, LLC
CRD 131068
—$97.6M3Charles Schwab→
A72RSD ADVISORS, LLC
CRD 152447
—$78.1M1Altruist→
A72ARGUS EQUITY PARTNERS, LLC
CRD 306518
—$58.7M2Charles Schwab→
A72PECONIC ASSET PLANNING, INC.
CRD 310121
NY$64.6M1Charles Schwab→
A71SAFE HARBOR ASSET MANAGEMENT, INC.
CRD 124787
NY$26.8M3Charles Schwab→
A71INTERCAROLINA FINANCIAL SERVICES, INC.
CRD 19475
NC$85.4M31E*Trade→
A70TRANSPARENT WEALTH CONSULTING LLC
CRD 283193
NY$42.8M—Charles Schwab→
A69TITAN MANAGERS, LLC
CRD 319447
AZ$84.2M2Charles Schwab→
A68ANCHOR CAPITAL MANAGEMENT, LLC
CRD 124600
NY$61.2M1Charles Schwab→
A68TIMBUKTU CAPITAL MANAGEMENT, LLC
CRD 131084
MA$98.6M1Charles Schwab→
A68SCOTT CONYERS CAPITAL MANAGEMENT, INC.
CRD 136549
—$96.7M1Charles Schwab→
A68EMERALD SEPARATE ACCOUNT MANAGEMENT LLC
CRD 150202
PA$21.3M—E*Trade→
A68GLASS RETIREMENT STRATEGIES, INC.
CRD 172610
MI$20.1M1E*Trade→
A68R & R FINANCIAL PLANNERS, INC.
CRD 113291
NY$60.1M5Interactive Brokers→
A68FREEBOARD CAPITAL, LLC
CRD 167222
—$99.9M—E*Trade→
A68BERGEN PARK CAPITAL MANAGEMENT, LLC
CRD 315162
MT$99.3M1Interactive Brokers→
A68ZEST CAPITAL LLC
CRD 316889
FL$90.6M—E*Trade→
A67SEAPORT GLOBAL ASSET MANAGEMENT LLC
CRD 298944
NY$80.0M—E*Trade→
A67K R FINANCIAL LLC
CRD 111282
—$90.7M1E*Trade→
A67STATETRUST CAPITAL, LLC.
CRD 114052
FL$93.7M2E*Trade→
A67SCHULTZE ASSET MANAGEMENT, LP
CRD 110927
NY$71.6M—Charles Schwab→
A67INTERNATIONAL FINANCIAL PLANNING LLC
CRD 327686
—$40.4M—E*Trade→
A66PRUNEYARD FINANCIAL GROUP, INC.
CRD 117378
CA$77.0M1Charles Schwab→