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368 firms
ActiveState: KS×State: CT×Custodian: Charles Schwab×Custodian: E*Trade×clear all
ScoreFirmStateAUMAdvisorsCustodian
A84LORETTA NOLAN ASSOCIATES, LLC
CRD 126468
CT$135.8M1Charles Schwab→
A78SCHWARZ INVESTMENT PARTNERS
CRD 113556
KS$184.9M2Charles Schwab→
A75ASPETUCK FINANCIAL MANAGEMENT LLC
CRD 134500
CT$178.3M1Charles Schwab→
A75ALEXANDER CAPITAL ADVISORS, LLC
CRD 140508
CT$104.2M1Charles Schwab→
A68DRUM HILL CAPITAL, LLC
CRD 123359
CT$194.3M3E*Trade→
A67DIASTOLE WEALTH MANAGEMENT, INC.
CRD 111604
CT$396.0M9Charles Schwab→
A67HERITAGE CAPITAL, LLC
CRD 127650
CT$146.9M3E*Trade→
A66GRANITE ISLANDS PRIVATE WEALTH, LLC
CRD 336263
CT$229.9M4E*Trade→
B64OFG FINANCIAL SERVICES, INC.
CRD 23940
KS$271.0M50E*Trade→
B63FAIRFIELD, BUSH & CO.
CRD 105970
CT$589.0M3Charles Schwab→
B63HARTFORD FINANCIAL MANAGEMENT INC
CRD 105039
CT$699.6M7Charles Schwab→
B62LONGWALL INVESTMENT PARTNERS, LLC
CRD 324336
CT$428.2M3E*Trade→
B62VISION INVESTMENT ADVISORS, LLC
CRD 109621
CT$137.4M9Charles Schwab→
B61PROVIDENCE FINANCIAL ADVISORS, LLC
CRD 124839
KS$428.1M4Charles Schwab→
B61BURNE FINANCIAL CONCEPTS, LLC
CRD 293013
CT$113.7M1Charles Schwab→
B61MN WEALTH ADVISORS, LLC
CRD 322617
KS$394.2M3Charles Schwab→
B60NEW CHINA CAPITAL MANAGEMENT CORP.
CRD 295905
CT$233.7M—E*Trade→
B60CHARTER RESEARCH & INVESTMENT GROUP INC
CRD 106452
CT$275.1M4Charles Schwab→
B59ABUNDANT WEALTH MANAGEMENT LLC
CRD 331285
CT$243.8M3E*Trade→
B59TRUE NORTH MANAGEMENT GROUP, LLC
CRD 161042
CT$492.5M—E*Trade→
B59AIS CAPITAL MANAGEMENT L.P.
CRD 107971
CT$358.3M48E*Trade→
B59DAVIS FINANCIAL MANAGEMENT, INC.
CRD 143410
KS$144.6M1Charles Schwab→
B58JAT CAPITAL MANAGEMENT LP
CRD 311599
CT$228.5M—E*Trade→
B58EAST GUILFORD FINANCIAL SERVICES LLC
CRD 127481
CT$193.1M4Charles Schwab→
B57ALTUS CAPITAL PARTNERS, INC.
CRD 159529
CT$169.3M—E*Trade→
B57COLCHESTER INVESTMENT COUNSEL LLC
CRD 126805
CT$128.9M2Charles Schwab→
B57KENNEDY WEALTH & TAX MANAGEMENT, LLC
CRD 172394
CT$215.5M1Charles Schwab→
B56NEXT GENERATION INVESTING, LLC
CRD 149017
KS$128.0M3E*Trade→
B55TANAKA CAPITAL MANAGEMENT INC
CRD 109888
CT$69.4M1E*Trade→
B55DOUGLASS INVESTMENT GROUP LLC
CRD 331223
KS$173.6M2E*Trade→
B55PROACTIVE CAPITAL MANAGEMENT, INC.
CRD 297791
KS$170.7M2Charles Schwab→
B54KATE CAPITAL LLC
CRD 329897
CT$206.8M—E*Trade→
B54REDSTONE ADVISORS INC
CRD 107699
KS$490.6M5Charles Schwab→
B54BYSKO JOHN ALLAN
CRD 110612
CT$204.3M—Charles Schwab→
B54MULLANEY KEATING & WRIGHT INC
CRD 110743
CT$337.0M3Charles Schwab→
B54KONZA GLOBAL ADVISORY, LLC
CRD 331692
KS$125.2M2Charles Schwab→
B54DISCRETIONARY MANAGEMENT SERVICES, LLC
CRD 145851
KS$228.4M9E*Trade→
B53DUNBAR ASSOCIATES, LLC
CRD 323134
CT$307.5M2Charles Schwab→
B53GRANITE GROUP ADVISORS, LLC
CRD 127357
CT$829.6M2E*Trade→
B53SPRINGBOARD ASSET MANAGEMENT LLC
CRD 154862
CT$136.8M2Charles Schwab→
B53JK PRIVATE WEALTH, LLC
CRD 305987
CT$156.4M1Charles Schwab→
B53CURTIS CAPITAL ADVISORS, LLC
CRD 330835
KS$165.5M2Charles Schwab→
B52BIRINYI ASSOCIATES, INC.
CRD 107169
CT$471.7M—E*Trade→
B52SAYBROOK WEALTH GROUP, INC.
CRD 317867
CT$292.1M1E*Trade→
B52FREESTATE ADVISORS LLC
CRD 145800
KS$181.8M9Charles Schwab→
B51YAKIRA CAPITAL MANAGEMENT, INC.
CRD 159398
CT$411.6M—E*Trade→
B51SAVOIR FAIRE CAPITAL MANAGEMENT, LP
CRD 306994
CT$389.5M—E*Trade→
B51PEMBERWICK INVESTMENT ADVISORS, LLC
CRD 149639
CT$173.7M—E*Trade→
B51INVISOR FINANCIAL LLC
CRD 174890
KS$198.5M3Charles Schwab→
B51RISKBRIDGE ADVISORS, LLC
CRD 310396
CT$898.3M10Charles Schwab→