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90 firms
ActiveState: IA×clear all
ScoreFirmStateAUMAdvisorsCustodian
C33LEGACY BRIDGE, LLC
CRD 282261
IA$425.8M2Charles Schwab→
C31AEGON USA INVESTMENT MANAGEMENT, LLC
CRD 114537
IA$88.80B1State Street→
C31BEACON CAPITAL, LLC
CRD 286316
IA$278.3M5Charles Schwab→
C31PRINCIPAL SECURITIES, INC.
CRD 1137
IA$17.02B50Fidelity→
C31TRANSAMERICA RETIREMENT ADVISORS, LLC
CRD 107319
IA$18.83B39Pershing→
C31DES MOINES INVESTMENTS, LLC
CRD 146322
IA$246.0M3E*Trade→
C31KANE COMPANY WEALTH MANAGEMENT, INC.
CRD 115756
IA$284.7M3Charles Schwab→
C31VIVID WEALTH MANAGEMENT, LLC
CRD 322974
IA$290.9M3Charles Schwab→
C30A.O. WEALTH ADVISORY,LLC
CRD 288301
IA$213.2M4Charles Schwab→
C30AEGIS WEALTH MANAGEMENT, INC.
CRD 301990
IA$216.5M28Charles Schwab→
C30ALTITUDE CAPITAL MANAGEMENT LLC
CRD 329366
IA$103.6M28Altruist→
C30BTC CAPITAL MANAGEMENT, INC.
CRD 127158
IA$4.60B22E*Trade→
C29MOKOSAK ADVISORY GROUP, LLC
CRD 287538
IA$413.9M4Charles Schwab→
C29RIA ADVISORY GROUP, LLC
CRD 152566
IA$568.4M24Charles Schwab→
C28WEST FINANCIAL ADVISORS, L.L.C.
CRD 142265
IA$674.2M7Charles Schwab→
C28ARNOLD FINANCIAL PLANNING LLC
CRD 283698
IA$168.2M5Charles Schwab→
C28WEALTHSPAN PARTNERS, LLC
CRD 297712
IA$451.1M5Fidelity→
C28INTEGRITY ALLIANCE, LLC
CRD 139627
IA$5.41B50Charles Schwab→
C28INTEGRITY ADVISORY SOLUTIONS, LLC
CRD 288817
IA$1.10B50Charles Schwab→
C27BINNACLE INVESTMENTS, INC.
CRD 313185
IA$264.1M5E*Trade→
C27ALPHABIT INVESTMENTS, LLC
CRD 334827
IA$7.7M2E*Trade→
C26SAMMONS FINANCIAL GROUP ASSET MANAGEMENT, LLC
CRD 321109
IA$122.05B—E*Trade→
C26STEELE CAPITAL MANAGEMENT, INC.
CRD 107097
IA$3.55B15Charles Schwab→
C25FBL WEALTH MANAGEMENT, LLC
CRD 291396
IA$9.2M50E*Trade→
C24FOSTER GROUP, INC.
CRD 107148
IA$4.78B50Charles Schwab→
C23CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRD 134139
IA$138.69B50—→
C23AVANTAX PLANNING PARTNERS, INC.
CRD 106237
IA$7.57B50Charles Schwab→
C23PRINCIPAL REAL ESTATE INVESTORS, LLC
CRD 109008
IA$105.65B—Wells Fargo→
C23PRINCIPAL ADVISED SERVICES, LLC
CRD 297324
IA$1.42B50E*Trade→
C22LEGACY FINANCIAL GROUP, LLC
CRD 154927
IA$1.01B8Charles Schwab→
C21BASEPOINT WEALTH, LLC
CRD 289538
IA$883.8M13Pershing→
C21NIKULSKI FINANCIAL, INC.
CRD 151569
IA$449.0M7Charles Schwab→
C21PECAUT & CO.
CRD 2997
IA$381.8M3Charles Schwab→
C21MIDWEST HERITAGE BANK, FSB
CRD 306308
IA$398.7M4Charles Schwab→
C19SITUSAMC REAL ESTATE VALUATION SERVICES, LLC
CRD 106747
IA$0—E*Trade→
C17GILBERT & COOK, INC.
CRD 283112
IA$1.70B18Charles Schwab→
C16CEDAR POINT CAPITAL PARTNERS, LLC
CRD 317532
IA$248.1M6Charles Schwab→
C15FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
CRD 307987
IA$256.0M5LPL Financial→
C15FRIDAY FINANCIAL, INC.
CRD 329748
IA$409.3M7Charles Schwab→
C0FLYING EAGLE WEALTH MANAGEMENT, LLC
CRD 282438
IA———→