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18,217 firms
ScoreFirmStateAUMAdvisorsCustodian
A79PROFESSIONAL FINANCIAL STRATEGIES, INC
CRD 125580
NY$225.8M3Charles Schwab→
A79CRAWFORD, GREGORY JASON
CRD 134936
CA$171.6M1Charles Schwab→
A79KRS CAPITAL MANAGEMENT, LLC
CRD 142928
MI$188.9M1Charles Schwab→
A79RAMSEY HILL ASSET MANAGEMENT LLC
CRD 156768
—$132.1M1Charles Schwab→
A79GASBER FINANCIAL ADVISORS, INC
CRD 157329
CA$177.7M2Charles Schwab→
A79FAIRCHILD FINANCIAL ADVISORS, INC.
CRD 165434
CA$127.3M1Charles Schwab→
A79SANCTUARY WEALTH ADVISORS LLC
CRD 285428
CO$191.5M2Pershing→
A79MAJORITY ASSET MANAGEMENT, INC.
CRD 110891
—$36.9M1Charles Schwab→
A78NETWORTH ASSET MANAGEMENT, INC
CRD 105145
—$102.8M3Charles Schwab→
A78ALAN B. LANCZ & ASSOCIATES, INC.
CRD 105363
OH$175.4M1Charles Schwab→
A78SCHWARZ INVESTMENT PARTNERS
CRD 113556
KS$184.9M2Charles Schwab→
A78NEWGROUND SOCIAL INVESTMENT, SPC
CRD 117060
WA$161.1M1Charles Schwab→
A78WESTHAMPTON CAPITAL, LLC
CRD 119176
NC$238.5M4Fidelity→
A78WESTERN PACIFIC WEALTH MANAGEMENT, LP
CRD 152714
IL$205.5M2Charles Schwab→
A78TOTAL WEALTH ADVISORS, LLC
CRD 164633
MN$107.2M2Charles Schwab→
A78HFM INVESTMENT ADVISORS, INC.
CRD 115799
—$493.1M2Charles Schwab→
A78ASPIRE ADVISORS, LLC
CRD 150652
NY$109.2M7E*Trade→
A78AXIOM INVESTMENT MANAGEMENT LLC
CRD 141516
NY$236.8M1E*Trade→
A77GREYSTONE FINANCIAL GROUP, LLC
CRD 306595
MI$494.9M4Charles Schwab→
A77ROUND HILL ASSET MANAGEMENT INC
CRD 107069
CA$271.3M1Charles Schwab→
A77BARNETT & CO INC
CRD 105867
TN$142.0M3Charles Schwab→
A77MARIN WEALTH ADVISORS LLC
CRD 123237
CA$69.4M2Charles Schwab→
A77R.M.SINCERBEAUX CAPITAL MANAGEMENT, LLC.
CRD 145159
NY$227.1M1Goldman Sachs→
A77SCOTT W. HANCOCK
CRD 161316
—$185.9M1E*Trade→
A77ENVISION CAPITAL MANAGEMENT INC
CRD 107150
—$334.1M2E*Trade→
A77RBP INVESTMENT ADVISORS INC.
CRD 137830
—$181.5M1Charles Schwab→
A77BH ASSET MANAGEMENT, LLC
CRD 152117
NY$117.0M—Fidelity→
A77OUTFITTERS FINANCIAL LLC
CRD 291413
ME$157.7M1E*Trade→
A76THE KOCEN FINANCIAL GROUP, INC.
CRD 112129
CA$185.9M5Charles Schwab→
A76CALDERWOOD FINANCIAL STRATEGIES, INC.
CRD 313466
TX$228.5M4Fidelity→
A76BATES FINANCIAL ADVISORS, INC.
CRD 116515
IL$439.2M3Fidelity→
A76PORTFOLIO MANAGEMENT, LLC
CRD 107129
TX$151.9M2Charles Schwab→
A76PRIVATE ASSET MANAGEMENT INC
CRD 108815
WA$109.5M2Charles Schwab→
A76INTEGRA FINANCIAL, INC.
CRD 113422
CO$123.4M4Charles Schwab→
A76CLASSIC FINANCIAL & INSURANCE SERVICES, INC.
CRD 120228
CA$151.6M1—→
A76PARKSIDE FAMILY OFFICE LLC
CRD 339242
—$52.4M1Charles Schwab→
A76CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
CRD 107865
NJ$107.9M1Charles Schwab→
A76FIDUCIARY MANAGEMENT GROUP, LLC
CRD 136612
NY$70.7M1Charles Schwab→
A75MARK BELL ADVISORY SERVICES, INC.
CRD 107114
IL$138.2M1Charles Schwab→
A75OCCAM CAPITAL MANAGEMENT, LLC
CRD 108201
NY$67.4M1Charles Schwab→
A75LEWIS CAPITAL MANAGEMENT, LLLP
CRD 112463
—$136.8M1Charles Schwab→
A75STEPHEN CRAIG SCHULMERICH
CRD 112547
—$128.5M1Charles Schwab→
A75EAN EQUITY FINANCIAL SERVICES LLC
CRD 117064
—$144.7M1Charles Schwab→
A75LIVELSBERGER, LYNN LOUIS
CRD 117665
OH$176.4M1Charles Schwab→
A75THE WEALTH ADVANTAGE GROUP, INC.
CRD 122231
OH$146.4M2Charles Schwab→
A75BERKSHIRE ADVISORS, INC.
CRD 122389
PA$97.1M2Charles Schwab→
A75BROUSSARD FINANCIAL GROUP, LLC
CRD 123724
LA$138.8M1Charles Schwab→
A75COOKE WEALTH MANAGEMENT, LLC
CRD 127309
CA$136.9M2Charles Schwab→
A75RUNNYMEDE CAPITAL ADVISORS, INC.
CRD 128974
—$165.1M1Charles Schwab→
A75INVESTMENT MANAGEMENT TRUST, LLC
CRD 129456
MA$123.5M1Charles Schwab→