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537 firms
ActiveState: IN×State: CO×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56ICON ADVISERS, INC.
CRD 108268
CO$875.9M3Charles Schwab→
B56BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD 171652
IN$222.0M1Wells Fargo→
B56BULLSEYE ASSET MANAGEMENT LLC
CRD 153990
CO$183.9M2Goldman Sachs→
B55CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680
IN$69.8M2Charles Schwab→
B55PRECEDENT ASSET MANAGEMENT, LLC
CRD 169100
IN$111.5M1—→
B55PULLIAM FAMILY OFFICE, LLC
CRD 338839
CO$141.7M2—→
B55SEAMOUNT FINANCIAL GROUP INC
CRD 107834
CO$745.2M6LPL Financial→
B55CORE WEALTH ADVISORS, LLC
CRD 157436
IN$143.8M3E*Trade→
B55PALLER FINANCIAL SERVICES, INC.
CRD 161531
CO$147.9M3Charles Schwab→
B55ALPINE WEALTH ADVISORS, LLC
CRD 105433
CO$115.7M1Charles Schwab→
B55INNOVATIVE FINANCIAL, LLC
CRD 127469
CO$105.3M1—→
B55COLLIER FINANCIAL, INC
CRD 175207
CO$160.5M1LPL Financial→
B55OAK STREET INVESTMENT ADVISORS, LLC
CRD 288019
CO$125.5M1Charles Schwab→
B54BEAR CREEK ASSET MANAGEMENT, LLC
CRD 137677
CO$5.19B8Pershing→
B54CAPTIAL ADVISOR NETWORK
CRD 297578
IN$124.5M8Charles Schwab→
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→
B52ATLAS CAPITAL MANAGEMENT CORP
CRD 106107
IN$869.8M5E*Trade→
B52QUANTUM FINANCIAL SERVICES INC.
CRD 121631
IN$730.9M2E*Trade→
B52SYCAMORE FINANCIAL GROUP, INC.
CRD 14143
IN$787.4M6E*Trade→
B52GEHRIG CAPITAL MANAGEMENT, INC.
CRD 123250
IN$203.9M5Fidelity→
B52INFINIUM INVESTMENT ADVISORS, LLC
CRD 149123
CO$131.4M2Fidelity→
B52WABASH CAPITAL, INC.
CRD 107932
IN$173.0M3E*Trade→
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→
B50ALDEBARAN CAPITAL, LLC
CRD 122360
IN$166.9M2Charles Schwab→
B50QUISH & CO. LLC
CRD 146212
CO$154.2M1Charles Schwab→
B50FNEX WEALTH, LLC
CRD 334569
IN$122.3M1Charles Schwab→
B50TRG INVESTMENT ADVISORS, LLC
CRD 315629
CO$167.1M6Raymond James→
B50CAMBIAR INVESTORS, LLC
CRD 115093
CO$2.92B3Morgan Stanley→
B50FREEMAN, WILL & NIEMEIER, INC.
CRD 121628
IN$284.2M1Charles Schwab→
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→