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60 firms
ActiveState: NJ×State: OK×State: NY×State: CA×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65WRIGHT WEALTH STRATEGIES, LLC
CRD 304289
CA$127.2M1LPL Financial→
A65ENDURING WEALTH ADVISORS, LLC
CRD 323320
CA$122.8M3LPL Financial→
B61KEITH HAMILTON, INC.
CRD 155865
CA$188.9M2LPL Financial→
B597 STREETS FINANCIAL, LLC
CRD 282577
CA$88.4M—LPL Financial→
B57MURPHY WEALTH MANAGEMENT GROUP, INC.
CRD 277161
NY$251.9M3LPL Financial→
B57GOLDMAN LANCASTER, INC.
CRD 136134
CA$360.5M3LPL Financial→
B55HUDSON VALLEY WEALTH MANAGEMENT, INC
CRD 146338
NY$48.8M1LPL Financial→
B55BERESH, PATRICK MICHAEL
CRD 137495
CA$117.2M1LPL Financial→
B53MEADOWBROOK WEALTH MANAGEMENT, LLC
CRD 110508
NY$110.1M2LPL Financial→
B53ALESSANDRA CAPITAL MANAGEMENT, LLC
CRD 123305
CA$153.5M2LPL Financial→
B53LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.
CRD 171967
NJ$237.4M1LPL 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→
B50LEWIS FINANCIAL, LLC
CRD 170324
CA$133.9M3LPL Financial→
B50GRANEY & KING, LLC
CRD 126461
NY$484.4M4LPL Financial→
B50KERUX, LLC
CRD 327724
CA$428.0M3LPL Financial→
C50SOLANO WEALTH INVESTMENT ADVISORS, LLC
CRD 322037
CA$331.9M2LPL Financial→
C48CIRCLE N ADVISORS, LLC
CRD 271027
NY$94.2M1LPL Financial→
C47TORTUGA WEALTH MANAGEMENT, INC.
CRD 153737
CA$222.9M4LPL Financial→
C47VISION RETIREMENT, LLC
CRD 173064
NJ$633.7M7LPL Financial→
C47NAVIGATION GROUP LLC
CRD 130982
CA$1.01B3LPL Financial→
C46ABNER HERRMAN & BROCK, LLC
CRD 8517
NJ$2.74B5LPL Financial→
C46ALPHA WEALTH MANAGEMENT AND PLANNING LLC
CRD 163917
CA$319.6M6LPL Financial→
C46MWMG ADVISORS, LLC
CRD 338376
NY$40.0M2LPL Financial→
C46SUN GROUP WEALTH PARTNERS LLC
CRD 166372
CA$224.5M3LPL Financial→
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→
C43FLYNN ZITO CAPITAL MANAGEMENT, LLC
CRD 152689
NY$773.9M7LPL Financial→
C43PROSPECT FINANCIAL SERVICES LLC
CRD 314154
NY$431.0M9LPL 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→
C41ALIGN ADVISOR GROUP, LLC
CRD 336638
NJ$127.5M2LPL Financial→
C41VALIDUS GROWTH INVESTORS, LLC
CRD 166575
CA$352.9M2LPL Financial→
C40TIDEMARK, LLC
CRD 327611
CA$462.5M7LPL Financial→
C39MAREST CAPITAL, LLC
CRD 315958
CA$239.8M2LPL Financial→
C39ROCKLINE WEALTH MANAGEMENT LLC
CRD 324004
NY$749.6M4LPL Financial→
C39POTENTIA RIA, LLC
CRD 329135
CA$569.1M9LPL Financial→
C38FOCUS INVESTMENT ADVISORS, INC
CRD 109970
CA$956.2M5LPL Financial→
C38APS ADVISORS
CRD 153504
CA$197.2M2LPL Financial→
C35WESTWOOD WEALTH MANAGEMENT
CRD 290658
CA$300.4M2LPL Financial→
C35HOLISTIC WEALTH ADVISORS
CRD 332918
NY$278.7M7LPL Financial→
C35ALESCO ADVISORS, LLC, AN ESL COMPANY
CRD 339091
NY$5.61B13LPL Financial→
C32WOMEN'S WEALTH ADVISOR
CRD 317291
NJ$120.8M7LPL Financial→
C32REDWOOD INVESTMENT GROUP, INC
CRD 168017
CA$230.3M4LPL Financial→
C32HANSEN & ASSOCIATES FINANCIAL GROUP INC.
CRD 168363
CA$203.7M4LPL Financial→
C32ALIGNE WEALTH PRESERVATION & INSURANCE SERVICES, LLC.
CRD 321735
CA$224.4M4LPL Financial→
C29COURIER CAPITAL, LLC
CRD 282485
NY$3.59B13LPL Financial→