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256 firms
ActiveState: IA×State: OR×clear all
ScoreFirmStateAUMAdvisorsCustodian
C48WATER VALLEY INVESTMENT ADVISORS, INC.
CRD 116936
IA$157.2M3Charles Schwab→
C48BOYLE CAPITAL MANAGEMENT, L.L.C.
CRD 132416
IA$342.0M4Charles Schwab→
C48INMAN FINANCIAL SERVICES, INC.
CRD 297414
OR$197.5M3Charles Schwab→
C48WAGNER FINANCIAL, LLC
CRD 318448
OR$144.7M1Pershing→
C48THE H GROUP, INC.
CRD 106801
OR$580.1M—Charles Schwab→
C48PANORAMIC CAPITAL PARTNERS LLC
CRD 331349
OR$392.7M6Charles Schwab→
C47CLS FINANCIAL ADVISORS, INC.
CRD 152892
OR$192.0M3Charles Schwab→
C47NEWBORE WEALTH MANAGEMENT, INC.
CRD 306441
OR$200.0M2LPL Financial→
C47PLAN2THRIVE FINANCIAL, LLC
CRD 317005
IA$147.5M3E*Trade→
C47PEREGRINE ASSET ADVISERS, INC.
CRD 115738
OR$611.0M6Charles Schwab→
C47MENGIS CAPITAL MANAGEMENT, INC.
CRD 117127
OR$903.5M6Charles Schwab→
C47CGC FINANCIAL SERVICES, LLC
CRD 155446
OR$875.8M5Charles Schwab→
C47M HOLDINGS SECURITIES, INC.
CRD 43285
OR$3.21B50Charles Schwab→
C47IMS CAPITAL MANAGEMENT LLC
CRD 105939
OR$380.9M7Charles Schwab→
C47SORTIS FUND MANAGER, LLC
CRD 315584
OR$202.0M—E*Trade→
C47ROCK CREEK WEALTH MANAGEMENT, LLC
CRD 336666
OR$101.1M3LPL Financial→
C46CASCADE INVESTMENT ADVISORS, INC.
CRD 117294
OR$360.4M3Charles Schwab→
C46CARLSON FINANCIAL, INC.
CRD 335831
OR$318.0M4LPL Financial→
C46GREEN CITIES INVESTMENT MANAGEMENT, LLC
CRD 166263
OR$875.0M—E*Trade→
C46WELCH INVESTMENT GROUP, LLC
CRD 131006
OR$263.8M2Charles Schwab→
C46BFC PLANNING, INC.
CRD 119682
IA$3.84B50E*Trade→
C45M FINANCIAL INVESTMENT ADVISERS INC
CRD 106648
OR$1.01B—E*Trade→
C45CONTINUITY WEALTH MANAGEMENT, CORP.
CRD 111010
OR$214.3M2Charles Schwab→
C45TAURUS CAPITAL ADVISORS, LLC
CRD 137633
OR$231.4M4Charles Schwab→
C45JGC WEALTH MANAGEMENT, LLC
CRD 165770
OR$132.0M3Charles Schwab→
C45MIDWESTERN FINANCIAL, LLC
CRD 270022
IA$172.8M3Charles Schwab→
C45AXIOM WEALTH STRATEGIES, LLC
CRD 313124
OR$124.7M2LPL Financial→
C45SKYLINER WEALTH, LLC
CRD 332426
OR$151.4M2Charles Schwab→
C44LITTLEJOHN FINANCIAL SERVICES, INC
CRD 155113
OR$171.3M4Wells Fargo→
C44JAMISON HANSON ADVISORS LLC
CRD 139587
OR$212.0M2Charles Schwab→
C44JONES & ASSOCIATES PREMIER FINANCIAL SOLUTIONS, LLC
CRD 152930
OR$227.4M2Charles Schwab→
C44SMB FINANCIAL SERVICES, INC.
CRD 154216
OR$177.8M5Charles Schwab→
C43ROI FINANCIAL ADVISORS, LLC
CRD 160100
OR$264.2M2Charles Schwab→
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo→
C43MODERNIST FINANCIAL, LLC
CRD 217511
OR$113.3M3—→
C43LIFELONG WEALTH MANAGEMENT GROUP, LLC
CRD 291661
OR$121.7M2—→
C42THE HEATON HOPPES GROUP, LLC
CRD 115511
IA$172.5M3Charles Schwab→
C42SCOTT CAPITAL ADVISORS, LLC
CRD 307980
OR$1.13B6Fidelity→
C42VALIANT WEALTH, LLC
CRD 146911
IA$423.1M3Equity Trust→
C42BALLAST CAPITAL ADVISORS LLC
CRD 282369
IA$328.7M3E*Trade→
C42ACM MANAGEMENT COMPANY, LLC
CRD 283037
OR$650.1M—E*Trade→
C41FINANCIAL INVESTMENT TEAM, INC.
CRD 145724
OR$209.1M4Charles Schwab→
C41KOENIG INVESTMENT ADVISORY, LLC
CRD 311422
OR$258.2M3Charles Schwab→
C41CROSS FINANCIAL ADVISORS, LLC
CRD 287686
OR$481.8M11LPL Financial→
C41PHYSICIAN FAMILY FINANCIAL ADVISORS INC
CRD 138433
OR$284.9M3E*Trade→
C41RDA FINANCIAL NETWORK, INC.
CRD 147309
IA$675.2M17Charles Schwab→
C41FIDELIS IM, LLC
CRD 162985
OR$306.1M1Charles Schwab→
C41PALADIN ADVISORY GROUP, LLC
CRD 285303
IA$279.8M3Charles Schwab→
C40WASHINGTON PARK CAPITAL MANAGEMENT, LLC
CRD 338939
OR$359.5M1—→
C40VON BORSTEL & ASSOCIATES, INC.
CRD 309746
OR$680.2M4Charles Schwab→