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379 firms
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ScoreFirmStateAUMAdvisorsCustodian
B54BEAR CREEK ASSET MANAGEMENT, LLC
CRD 137677
CO$5.19B8Pershing→
B54ROCKWOOD EQUITY PARTNERS LLC
CRD 163846
CO$189.8M—E*Trade→
B54NAVIGATION WEALTH MANAGEMENT, INC.
CRD 282640
CO$103.2M8Charles Schwab→
B54DOWNING STREET WEALTH MANAGEMENT LLC
CRD 152983
CO$175.6M2Charles Schwab→
B54OUTBOUND FINANCIAL, INC.
CRD 287697
CO$151.2M1Charles Schwab→
B54ACORN CREEK CAPITAL LLC
CRD 325809
CO$488.7M4Fidelity→
B53325 FILLMORE LLC
CRD 287625
CO$103.8M—U.S. Bank→
B53AETHER INVESTMENT PARTNERS, LLC
CRD 149742
CO$1.14B—E*Trade→
B53LOYD FINANCIAL MANAGEMENT INC.
CRD 112236
CO$133.5M2Charles Schwab→
B53BUTLER FINANCIAL SERVICES, INC.
CRD 118244
CO$154.7M2Charles Schwab→
B53HOFFMANN HERMANSON LLC
CRD 130484
CO$183.0M2Charles Schwab→
B53SEASON INVESTMENTS, LLC
CRD 158070
CO$159.7M3Charles Schwab→
B53WEST END WEALTH MANAGEMENT, LLC
CRD 234791
CO$170.4M2Charles Schwab→
B52INFINIUM INVESTMENT ADVISORS, LLC
CRD 149123
CO$131.4M2Fidelity→
B52JPL WEALTH MANAGEMENT, LLC
CRD 328474
CO$587.9M4Charles Schwab→
B52RIDGEGATE ADVISORS, LLC
CRD 334233
CO$119.0M7Charles Schwab→
B51WEALTH ENGINEERS, LLC
CRD 168578
CO$117.6M2—→
B51M4A3 LLC
CRD 336172
CO$322.0M1Charles Schwab→
B51RAMSAY STATTMAN VELA & PRICE INC
CRD 105156
CO$778.5M5Charles Schwab→
B51INVESTMENT RESEARCH CORP
CRD 108208
CO$76.3M17E*Trade→
B51BRANZAN INVESTMENT ADVISORS, INC.
CRD 120783
CO$114.8M5Charles Schwab→
B51CIMARRON WEALTH MANAGEMENT, INC.
CRD 299627
CO$327.3M10LPL Financial→
B50QUISH & CO. LLC
CRD 146212
CO$154.2M1Charles Schwab→
B50TRG INVESTMENT ADVISORS, LLC
CRD 315629
CO$167.1M6Raymond James→
B50CAMBIAR INVESTORS, LLC
CRD 115093
CO$2.92B3Morgan Stanley→
C50THE WILLIAM ALLAN CORPORATION
CRD 133147
CO$204.4M7Charles Schwab→
C50SENECA CAPITAL MANAGEMENT, LLC
CRD 288206
CO$120.0M1E*Trade→
C50SWAN WEALTH ADVISORS, LLC
CRD 292755
CO$98.0M—Pershing→
C50MERCER ADVISORS PRIVATE ASSET MANAGEMENT, INC.
CRD 327830
CO$205.6M—Charles Schwab→
C49CENTERPIECE WEALTH ADVISOR L.L.C.
CRD 296956
CO$138.6M2Fidelity→
C49M.Z. KARK & ASSOCIATES, INC
CRD 106627
CO$369.6M1Charles Schwab→
C49CHERRY CREEK INVESTMENT ADVISORS INC
CRD 107426
CO$351.9M3Charles Schwab→
C49HELM INVESTMENT MANAGEMENT, LLC
CRD 141773
CO$370.8M2Charles Schwab→
C49PARAMOUNT ASSOCIATES WEALTH MANAGEMENT, LLC
CRD 288537
CO$146.5M2E*Trade→
C49ARROWMARK ASSET MANAGEMENT, LLC
CRD 307161
CO$224.4M—E*Trade→
C49MAXQ ASSET MANAGEMENT LLC
CRD 336560
CO$407.7M1E*Trade→
C49BRUNI J V & CO
CRD 106644
CO$1.10B2Charles Schwab→
C49FI401K ADVISORS, LLC
CRD 168408
CO$915.0M2E*Trade→
C48JUPITER WEALTH MANAGEMENT, LLC
CRD 299220
CO$416.8M3Charles Schwab→
C48HFG COLORADO, INC.
CRD 113511
CO$108.8M4—→
C48PEAK FINANCIAL MANAGEMENT, INC.
CRD 281223
CO$109.4M2E*Trade→
C48FREEDOM FUNDS MANAGEMENT CO
CRD 110785
CO$1.90B1E*Trade→
C48TOWNSEND & ASSOCIATES, INC.
CRD 113681
CO$1.52B16E*Trade→
C48PRINCETON FUND ADVISORS, LLC
CRD 157821
CO$780.0M—E*Trade→
C48THE MILLSTONE EVANS GROUP, LLC
CRD 311142
CO$893.3M8Raymond James→
C48ORIGIN CREDIT ADVISERS, LLC
CRD 324839
CO$538.0M—E*Trade→
C47BAUER WEALTH MANAGEMENT INC.
CRD 152977
CO$205.9M4Fidelity→
C47HIGHPASS ASSET MANAGEMENT LLC
CRD 159535
CO$218.2M2Fidelity→
C47LION EQUITY INVESTMENT ADVISORS, LLC
CRD 283404
CO$173.5M—JPMorgan→
C47TORO WEST CAPITAL ADVISORS, LLC
CRD 331265
CO$245.7M2Charles Schwab→