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11 firms
ActiveState: AL×State: VA×Custodian: LPL Financial×Custodian: Altruist×Custodian: Millennium Trust×clear all
ScoreFirmStateAUMAdvisorsCustodian
B64HERITAGE WEALTH MANAGEMENT GROUP, LTD
CRD 148459
VA$152.2M3Altruist→
C40MCDONALD FINANCIAL SERVICES, LLC
CRD 282899
AL$443.5M8LPL Financial→
C39STURMAN WEALTH ADVISORS, LLC
CRD 331560
VA$116.4M2Altruist→
C38PARAGON FINANCIAL SERVICES
CRD 164832
VA$383.7M3LPL Financial→
C37COLONIAL RIVER INVESTMENTS, LLC
CRD 284839
VA$464.4M8LPL Financial→
C32BUCHANAN WEALTH MANAGEMENT, LLC
CRD 316629
VA$212.0M2LPL Financial→
C30BUTTONWOOD WEALTH, LLC
CRD 305896
VA$425.3M6LPL Financial→
C25NORTHWEST FINANCIAL ADVISORS LLC
CRD 166769
VA$1.24B19LPL Financial→
C24EVOLUTION ADVISERS, INC.
CRD 149615
VA$337.2M5Altruist→
C22RANGE ADVISORY, LLC
CRD 321969
VA$653.9M33Altruist→
C15LEGACY WEALTH MANAGEMENT GROUP, INC.
CRD 322235
VA$289.8M7LPL Financial→