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432 firms
ActiveState: MA×State: AL×Custodian: Charles Schwab×Custodian: E*Trade×clear all
ScoreFirmStateAUMAdvisorsCustodian
A75INVESTMENT MANAGEMENT TRUST, LLC
CRD 129456
MA$123.5M1Charles Schwab→
A75FMA WEALTH MANAGEMENT, LLC
CRD 313049
MA$174.0M1Charles Schwab→
A74BROADWATER CAPITAL MANAGEMENT LLC
CRD 125509
MA$161.0M1E*Trade→
A74GARRETT NAGLE & CO., INC.
CRD 7071
MA$98.4M2E*Trade→
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A69ALBERT D MASON INC
CRD 107412
MA$210.6M4Charles Schwab→
A69RADIUS WEALTH MANAGEMENT, INC.
CRD 168159
MA$158.7M2Charles Schwab→
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab→
A68TIMBUKTU CAPITAL MANAGEMENT, LLC
CRD 131084
MA$98.6M1Charles Schwab→
A68KALEEL INVESTMENT ADVISORS, LLC
CRD 131216
MA$145.4M2E*Trade→
A68BTS ASSET MANAGEMENT INC
CRD 105215
MA$144.8M11E*Trade→
A66PARK STATE ASSET MANAGEMENT LLC
CRD 336573
MA$192.4M4Charles Schwab→
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade→
A66ENTREPRENEURSHARES LLC
CRD 153615
MA$50.4M1E*Trade→
A66NEEDHAM R B ADVISORY CORP
CRD 105378
MA$102.4M1Charles Schwab→
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade→
A65BOYD FINANCIAL STRATEGIES, INC.
CRD 107505
MA$139.6M3Charles Schwab→
A65SUCCESSFUL MONEY STRATEGIES INC
CRD 109829
MA$227.1M1Charles Schwab→
A65FAMILY PARTNERS CAPITAL, LLC
CRD 304176
MA$92.3M2Charles Schwab→
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6M—E*Trade→
B64IRONWOOD INVESTMENT MANAGEMENT, LLC
CRD 108467
MA$278.2M2Charles Schwab→
B64FAIRFIELD FINANCIAL ADVISORS LTD
CRD 106408
MA$333.2M2Charles Schwab→
B63EPILOG PARTNERS, LP.
CRD 325368
MA$181.6M—E*Trade→
B62SAVIOR LLC
CRD 299178
MA$140.2M5Charles Schwab→
B62BETRO MILESZKO & COMPANY, LLC
CRD 145184
MA$144.8M2Charles Schwab→
B61O'ROURKE & COMPANY, INCORPORATED
CRD 132481
MA$555.1M3E*Trade→
B61PROFICIENT WEALTH COUNSELORS, LLC
CRD 152640
MA$146.9M1Charles Schwab→
B61BLUEBIRD WEALTH MANAGEMENT LLC
CRD 293420
MA$154.0M3Charles Schwab→
B61STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.
CRD 114922
MA$2.84B1E*Trade→
B60SEAPORT GLOBAL ADVISORS, LLC
CRD 154287
MA$46.3M1E*Trade→
B60OT MANAGEMENT, LLC
CRD 284192
MA$232.4M—E*Trade→
B59SOUTHERN CAPITAL SERVICES, INC.
CRD 105582
AL$192.5M6Charles Schwab→
B59EXCHANGE PLACE ADVISORS, LLC
CRD 125240
MA$379.7M3E*Trade→
B59U. S. BOSTON CAPITAL CORPORATION
CRD 5251
MA$359.8M18E*Trade→
B58JMC MANAGEMENT, LLC
CRD 169235
MA$211.9M—E*Trade→
B58MAP FUNDS MANAGEMENT, LLC
CRD 165979
MA$25.8M—E*Trade→
B58WOLFSTICH CAPITAL, LLC
CRD 146026
MA$162.1M1Charles Schwab→
B58CONSTANT GUIDANCE FINANCIAL, LLC
CRD 172612
MA$198.0M1Charles Schwab→
B58BRIGHT INVESTMENTS, LLC
CRD 269955
AL$151.5M4E*Trade→
B57AEQUITAS INVESTMENT ADVISORS, LLC
CRD 127625
MA$826.1M5Charles Schwab→
B57CENTURY EQUITY PARTNERS LLC
CRD 281939
MA$378.3M—E*Trade→
B57LTG CAPITAL LLC
CRD 128216
MA$142.2M3Charles Schwab→
B57DMC GROUP, LLC
CRD 174077
AL$176.7M3Charles Schwab→
B57WORLDLY PARTNERS MANAGEMENT, LLC
CRD 309792
MA$226.8M—E*Trade→
B57WEST BRANCH CAPITAL LLC
CRD 133813
MA$690.1M4Charles Schwab→
B57BHK INVESTMENT ADVISORS, LLC
CRD 140515
AL$794.1M5Charles Schwab→
B57MERIDIAN FINANCIAL, LLC
CRD 119679
MA$283.9M2Charles Schwab→
B56STRATEGIC PLANNING GROUP, INC.
CRD 124855
MA$218.6M2E*Trade→
B56CAPE ANN CAPITAL, INC.
CRD 128942
MA$193.0M2E*Trade→
B56COLARION LLC
CRD 284588
AL$188.3M3Charles Schwab→