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1,310 firms
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ScoreFirmStateAUMAdvisorsCustodian
B63BANYAN GLOBAL INVESTMENT ADVISORS, LLC
CRD 283264
FL$162.1M2Charles Schwab→
B63PLANNING SOLUTIONS INTERNATIONAL LLC
CRD 300043
FL$108.8M1Altruist→
B63FELLOWSHIP INVESTMENT ADVISORS, LLC
CRD 154103
FL$175.9M3Charles Schwab→
B63WEALTHTRUST ASSET MANAGEMENT, LLC
CRD 174901
FL$217.4M5Charles Schwab→
B62INVESTMENT OFFICE RESOURCES, LLC
CRD 311647
MO$126.5M1E*Trade→
B62GALLATIN & COMPANY, LLC
CRD 111984
FL$98.1M1Charles Schwab→
B62FIDELIS FINANCIAL PLANNING, LLC
CRD 141698
MO$160.0M1Charles Schwab→
B62MUTUAL TRUST ADVISORY GROUP, INC.
CRD 277060
FL$165.8M2Raymond James→
B62RALL CAPITAL MANAGEMENT, INC.
CRD 132827
FL$122.7M2—→
B62GUNN & COMPANY INVESTMENT MANAGEMENT, INC.
CRD 120084
FL$213.5M3Fidelity→
B62PRINCE ASSET MANAGEMENT, INC.
CRD 141567
FL$137.7M3Charles Schwab→
B62LYONS WEALTH MANAGEMENT, LLC
CRD 150581
FL$109.1M4Charles Schwab→
B621650 WEALTH MANAGEMENT, LLC
CRD 152985
FL$119.7M1Charles Schwab→
B62FORTIS PRIVATE WEALTH ADVISORS, LLC
CRD 304494
FL$124.4M1Pershing→
B62FINANCIAL PLANNING SERVICES, INC.
CRD 311146
FL$145.0M—Charles Schwab→
B61MOSELEY INVESTMENT MANAGEMENT, INC.
CRD 124152
FL$456.8M4Charles Schwab→
B61SONAS FINANCIAL GROUP, INC.
CRD 122547
MO$149.8M4Fidelity→
B61COLBERT INVESTMENT MANAGEMENT CO
CRD 108642
FL$295.8M2Fidelity→
B61TARGETED FINANCIAL SERVICES, LLC
CRD 129049
FL$353.4M4Fidelity→
B60MBF HEALTHCARE MANAGEMENT II, LLC
CRD 283576
FL$235.0M—E*Trade→
B60KAZAZIAN ASSET MANAGEMENT, LLC
CRD 328433
FL$193.3M—E*Trade→
B60CYWP FUND LLC
CRD 337234
FL$160.8M—E*Trade→
B60PERSONAL FINANCIAL PROFILES INC
CRD 109327
FL$335.3M2Charles Schwab→
B60ARMADA ADVISORS, INC.
CRD 150416
FL$190.3M2E*Trade→
B59FUSCO FINANCIAL SERVICES INC
CRD 106841
FL$159.3M2E*Trade→
B59SPARROW WEALTH MANAGEMENT, INC.
CRD 152670
FL$135.2M1E*Trade→
B59CHRONOS CAPITAL ADVISORS LLC
CRD 283639
FL$181.1M2E*Trade→
B59MUTUAL TRUST ASSET MGMT., INC.
CRD 121364
FL$58.4M5Charles Schwab→
B59WHITESTAR ADVISORS, LLC
CRD 124627
FL$454.5M—E*Trade→
B59LIFEINVEST WEALTH MANAGEMENT, LTD
CRD 146966
FL$300.5M8Pershing→
B59CARDEA CAPITAL ADVISORS, LLC
CRD 307600
FL$124.2M7Charles Schwab→
B59STERLING INVESTMENT ADVISORS,LLC
CRD 117287
MO$229.3M3E*Trade→
B59LONG SHORT ADVISORS, LLC
CRD 153632
FL$154.2M—E*Trade→
B59CONWAY FINANCIAL GROUP, LLC
CRD 117608
MO$177.7M2Charles Schwab→
B59MFP FINANCIAL SERVICES, LLC
CRD 331681
FL$361.0M3LPL Financial→
B59LUMA CAPITAL LLC
CRD 119576
FL$135.8M4Charles Schwab→
B59WILLIAMS WEALTH MANAGEMENT GROUP, INC.
CRD 147341
FL$161.0M1Charles Schwab→
B59MACLENDON WEALTH MANAGEMENT, LLC
CRD 157819
FL$129.6M2Charles Schwab→
B59CRAMER & RAUCHEGGER, INC.
CRD 164784
FL$151.4M3Charles Schwab→
B59CLARITY FINANCIAL PLANNERS, LLC
CRD 277114
MO$132.5M1Charles Schwab→
B59CORAL WEALTH MANAGEMENT, LLC
CRD 307117
FL$114.7M1Charles Schwab→
B59BASSAM WEALTH MANAGEMENT, LLC
CRD 330695
FL$241.0M1Fidelity→
B59REES WEALTH MANAGEMENT, LLC
CRD 335458
FL$115.7M1Charles Schwab→
B58BURGESS CHAMBERS & ASSOCIATES INC
CRD 110164
FL$165.9M4Charles Schwab→
B58BELHEALTH INVESTMENT PARTNERS, LLC
CRD 162674
FL$156.7M—E*Trade→
B58TRINITY WEALTH ADVISORS, L.L.C.
CRD 109452
MO$281.5M4Charles Schwab→
B58WILKERSON ADVISORY GROUP LLC
CRD 334668
MO$326.9M4Charles Schwab→
B58RISLEY CAPITAL MANAGEMENT LLC
CRD 157271
MO$163.4M1Charles Schwab→
B58SECOND HALF FINANCIAL PARTNERS, LLC
CRD 163454
FL$128.0M3Charles Schwab→
B58ATLANTIC FAMILY WEALTH, LLC
CRD 171062
FL$210.1M2LPL Financial→