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100 firms
ActiveState: FL×State: CA×Custodian: LPL Financial×Custodian: Altruist×Custodian: Northern Trust×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65MACKE FINANCIAL ADVISORY GROUP, INC.
CRD 111318
FL$175.7M3Altruist→
A65WRIGHT WEALTH STRATEGIES, LLC
CRD 304289
CA$127.2M1LPL Financial→
A65ENDURING WEALTH ADVISORS, LLC
CRD 323320
CA$122.8M3LPL Financial→
B63PLANNING SOLUTIONS INTERNATIONAL LLC
CRD 300043
FL$108.8M1Altruist→
B61KEITH HAMILTON, INC.
CRD 155865
CA$188.9M2LPL Financial→
B59MFP FINANCIAL SERVICES, LLC
CRD 331681
FL$361.0M3LPL Financial→
B597 STREETS FINANCIAL, LLC
CRD 282577
CA$88.4M—LPL Financial→
B59PACIFIC WEALTH ADVISORY SERVICES LLC
CRD 330888
CA$96.3M1Altruist→
B58ATLANTIC FAMILY WEALTH, LLC
CRD 171062
FL$210.1M2LPL Financial→
B57GOLDMAN LANCASTER, INC.
CRD 136134
CA$360.5M3LPL Financial→
B55BERESH, PATRICK MICHAEL
CRD 137495
CA$117.2M1LPL Financial→
B53AFFILIATED PRIVATE INVESTORS LLC
CRD 111545
FL$533.7M—Northern Trust→
B53ALESSANDRA CAPITAL MANAGEMENT, LLC
CRD 123305
CA$153.5M2LPL Financial→
B52PETIX & BOTTE COMPANY
CRD 170020
CA$411.9M4LPL Financial→
B52RUBICON ADVISORS, GP
CRD 174447
CA$420.7M11LPL Financial→
B52SUMMIT WEALTH MANAGEMENT GROUP, INC.
CRD 170029
CA$249.5M4LPL Financial→
B50SAGENT WEALTH MANAGEMENT
CRD 147890
CA$100.4M1Altruist→
B50LEWIS FINANCIAL, LLC
CRD 170324
CA$133.9M3LPL Financial→
B50KERUX, LLC
CRD 327724
CA$428.0M3LPL Financial→
C50SOLANO WEALTH INVESTMENT ADVISORS, LLC
CRD 322037
CA$331.9M2LPL Financial→
C47TORTUGA WEALTH MANAGEMENT, INC.
CRD 153737
CA$222.9M4LPL Financial→
C47ARIAS RESOURCE CAPITAL MANAGEMENT LP
CRD 155885
FL$90.8M—Northern Trust→
C47PW ADVISORS, LLC
CRD 336499
FL$131.8M3LPL Financial→
C47NAVIGATION GROUP LLC
CRD 130982
CA$1.01B3LPL Financial→
C46ALPHA WEALTH MANAGEMENT AND PLANNING LLC
CRD 163917
CA$319.6M6LPL Financial→
C46SUN GROUP WEALTH PARTNERS LLC
CRD 166372
CA$224.5M3LPL Financial→
C45TAYLOR WEALTH MANAGEMENT, LLC
CRD 132955
CA$170.5M1Altruist→
C45STERLING FINANCIAL GROUP, INC.
CRD 300327
CA$16.1M4LPL Financial→
C45SPECTRUM WEALTH ADVISORY GROUP, LLC
CRD 298632
CA$445.4M4LPL Financial→
C45LAKE AVENUE FINANCIAL LLC
CRD 315746
CA$154.7M5LPL Financial→
C44JACKSONVILLE WEALTH MANAGEMENT, LLC
CRD 309312
FL$533.5M5LPL Financial→
C44DFN MANAGEMENT LLC.
CRD 285057
FL$241.4M—Northern Trust→
C43CANTERBURY CONSULTING INCORPORATED
CRD 22875
CA$45.88B25Northern Trust→
C43CYCAP PARTNERS, LLC
CRD 335347
FL$143.2M4LPL Financial→
C42LEEDS CAPITAL GROUP, LLC
CRD 327004
CA$179.7M2LPL Financial→
C41FISHER & WIENS WEALTH MANAGEMENT, LLC
CRD 286079
CA$250.3M1LPL Financial→
C41HESEN & HASLAM, LLC
CRD 286235
CA$283.7M2LPL Financial→
C41NATURAL BRIDGES FINANCIAL ADVISORS LLC
CRD 148056
CA$155.8M3Altruist→
C41IBEX WEALTH ADVISORS, LLC
CRD 168674
FL$1.28B8LPL Financial→
C41VALIDUS GROWTH INVESTORS, LLC
CRD 166575
CA$352.9M2LPL Financial→
C41MIDTOWN INVESTMENT ADVISORS LLC
CRD 316137
FL$278.0M—Northern Trust→
C40COLONY CAPITAL INVESTMENT ADVISORS, LLC
CRD 175506
FL$336.2M—Northern Trust→
C40R.G. NIEDERHOFFER CAPITAL MANAGEMENT, INC.
CRD 137788
FL$33.6M—Northern Trust→
C40WALSH & ASSOCIATES, LLC
CRD 144441
FL$827.7M9LPL Financial→
C40ACASTA PARTNERS US LLC
CRD 335005
FL$4.72B—Northern Trust→
C40TIDEMARK, LLC
CRD 327611
CA$462.5M7LPL Financial→
C39MAREST CAPITAL, LLC
CRD 315958
CA$239.8M2LPL Financial→
C39FACTORIAL FUNDS MANAGEMENT LLC
CRD 319107
CA$967.0M—Northern Trust→
C39WEALTH ADVISORS OF TAMPA BAY LLC
CRD 162724
FL$456.8M4LPL Financial→
C39POTENTIA RIA, LLC
CRD 329135
CA$569.1M9LPL Financial→