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1,998 firms
ActiveState: CA×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65GALLAGHER WEALTH MANAGEMENT, INC
CRD 161266
CA$123.5M1Charles Schwab→
A65CORE FINANCIAL ADVISORS, LLC
CRD 168839
CA$178.5M4Charles Schwab→
A65RICHEY ADVISORS, INC.
CRD 277137
CA$159.7M4Charles Schwab→
A65HANKE & APOLONIO WEALTH ADVISORS LLC
CRD 285315
CA$167.3M2Charles Schwab→
A65WRIGHT WEALTH STRATEGIES, LLC
CRD 304289
CA$127.2M1LPL Financial→
A65ENDURING WEALTH ADVISORS, LLC
CRD 323320
CA$122.8M3LPL Financial→
B65TICINO WEALTH LLC
CRD 335808
CA$400.2M3Wells Fargo→
B64DOHENY ASSET MANAGEMENT, L.L.C.
CRD 106434
CA$185.7M2Charles Schwab→
B64JPC WEALTH MANAGEMENT, INC.
CRD 120267
CA$312.7M2Charles Schwab→
B64CLEARWAVE CAPITAL, LLC
CRD 337738
CA$359.2M3Fidelity→
B64OPTIVEST, INC.
CRD 137070
CA$319.4M3Charles Schwab→
B64PHILLIP B. WHITE CO., INC.
CRD 300623
CA$318.7M2Pershing→
B64SCHMITZ CAPITAL PARTNERS, LLC
CRD 105702
CA$132.0M2E*Trade→
B64POWER ASSET MANAGEMENT LLC
CRD 128580
CA$175.0M4Charles Schwab→
B63LAWRENCE W. KELLY & ASSOCIATES, INC.
CRD 106635
CA$540.1M2Charles Schwab→
B63PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANY
CRD 106962
CA$87.5M4Charles Schwab→
B63VOYAGER MANAGEMENT, LLC
CRD 135434
CA$208.6M—E*Trade→
B63TENZING GLOBAL MANAGEMENT LLC
CRD 159696
CA$228.1M—E*Trade→
B63SEA CLIFF PARTNERS MANAGEMENT, LP
CRD 316909
CA$239.4M—E*Trade→
B62DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC.
CRD 300058
CA$107.4M2—→
B62PARAGON ASSET MANAGEMENT INC.
CRD 107863
CA$115.9M1Charles Schwab→
B62FULLERTON ADVISORS, LLC
CRD 148880
CA$120.4M1Fidelity→
B62TOPTURN CAPITAL, LLC
CRD 151464
CA$187.4M3Charles Schwab→
B62PANORAMIC CAPITAL, LLC
CRD 153450
CA$299.6M—Goldman Sachs→
B62DEL MAR WEALTH MANAGEMENT INC
CRD 175022
CA$169.9M2Charles Schwab→
B61CLARAPHI ADVISORY NETWORK, LLC
CRD 165868
CA$382.5M—Charles Schwab→
B61PACIFIC MANAGEMENT PARTNERS LLC
CRD 172044
CA$214.0M—E*Trade→
B61MCM ADVISERS, LP
CRD 110656
CA$118.4M2Charles Schwab→
B61FINDEC WEALTH SERVICES, INC.
CRD 311949
CA$627.9M2Charles Schwab→
B61SECURA FINANCIAL, LLC
CRD 137324
CA$261.8M8Charles Schwab→
B61CANNON BEACH CONSULTANTS INC
CRD 140959
CA$209.2M2Fidelity→
B61SIMPLIFI, INC.
CRD 154900
CA$276.1M1Charles Schwab→
B61INTERNATIONAL PRIVATE WEALTH ADVISORS LLC
CRD 323032
CA$255.3M3Charles Schwab→
B61ASCENSION WEALTH PARTNERS, LLC
CRD 146451
CA$136.9M2Charles Schwab→
B61TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.
CRD 146778
CA$148.3M2Charles Schwab→
B61KEITH HAMILTON, INC.
CRD 155865
CA$188.9M2LPL Financial→
B61CARMANDALIAN FINANCIAL GROUP, LLC
CRD 292458
CA$150.8M1Charles Schwab→
B61OLIVE STREET CAPITAL PARTNERS LLC
CRD 300115
CA$165.3M1Charles Schwab→
B61TORREY-PAYNE WEALTH MANAGEMENT, LLC
CRD 336703
CA$184.8M2Charles Schwab→
B61SAXON SECURITIES LLC
CRD 155168
CA$94.6M1E*Trade→
B61BRIAN D. LOWDER, INC.
CRD 105972
CA$388.1M3Charles Schwab→
B61STONEBRIDGE CAPITAL MANAGEMENT INC
CRD 106073
CA$268.7M2Charles Schwab→
B61LEO H. EVART, INC.
CRD 110263
CA$269.9M9Charles Schwab→
B61CHALLENGER WEALTH MANAGEMENT
CRD 121498
CA$275.5M4Charles Schwab→
B60PHOCAS FINANCIAL CORPORATION
CRD 135470
CA$682.7M3E*Trade→
B60BRANSON FRANK A INC
CRD 110451
CA$223.2M1E*Trade→
B60SOUTH BAY FINANCIAL PARTNERS GROUP, INC.
CRD 175015
CA$114.8M2E*Trade→
B60DACHTLER WEALTH ADVISORS, LLC
CRD 335863
CA$120.4M2E*Trade→
B60TARBOX FAMILY OFFICE, INC.
CRD 106079
CA$953.7M6Charles Schwab→
B60WALLENDER, TIMOTHY JOSEPH
CRD 138301
CA$137.3M1Charles Schwab→