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555 firms
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ScoreFirmStateAUMAdvisorsCustodian
B56BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD 171652
IN$222.0M1Wells Fargo→
B56MLP3, LLC
CRD 296314
NJ$248.1M2E*Trade→
B55GENEVA FINANCIAL GROUP LLC
CRD 331944
NJ$233.7M1E*Trade→
B55CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680
IN$69.8M2Charles Schwab→
B55TSP CAPITAL MANAGEMENT GROUP, LLC
CRD 131889
NJ$553.3M2E*Trade→
B55PRECEDENT ASSET MANAGEMENT, LLC
CRD 169100
IN$111.5M1—→
B55CORE WEALTH ADVISORS, LLC
CRD 157436
IN$143.8M3E*Trade→
B55BPP WEALTH SOLUTIONS, LLC
CRD 166962
NJ$247.3M4Charles Schwab→
B55SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
CRD 298315
NJ$454.2M5Charles Schwab→
B55TEPLITZ FINANCIAL GROUP LLC
CRD 122038
NJ$131.7M1Charles Schwab→
B54CAPTIAL ADVISOR NETWORK
CRD 297578
IN$124.5M8Charles Schwab→
B54NEW VERNON ADVISERS LP
CRD 160231
NJ$902.1M—Pershing→
B54VENTURE INVESTMENT MANAGEMENT CO., L.L.C.
CRD 160002
NJ$636.8M—Raymond James→
B54HIGH POINT WEALTH MANAGEMENT, LLC
CRD 147111
NJ$192.9M2Fidelity→
B54STOLZER ROTHSCHILD LEVY LLC
CRD 169817
NJ$166.0M2Charles Schwab→
B54SFI ADVISORS, LLC
CRD 287929
NJ$176.0M4Charles Schwab→
B54HUDSON OAK WEALTH ADVISORY LLC
CRD 300218
NJ$133.9M1Charles Schwab→
B53REEDMARK ADVISORS, LLC
CRD 173760
NJ$564.6M4E*Trade→
B53COPPER BEECH FINANCIAL GROUP, LLC
CRD 313156
NJ$197.4M3E*Trade→
B53SINDIA CAPITAL ADVISERS, LLC
CRD 333325
NJ$423.4M1E*Trade→
B53AZNAR FINANCIAL ADVISORS, LLC
CRD 121388
NJ$169.6M6Charles Schwab→
B53191 GODWIN ASSOCIATES, INC D/B/A GODWIN CAPITAL MANAGEMENT
CRD 124288
NJ$150.1M1Fidelity→
B53STEMBROOK ASSET MANAGEMENT, LLC
CRD 144116
NJ$147.5M2Charles Schwab→
B53DAVIDSON WEALTH MANAGEMENT LLC
CRD 153227
NJ$172.4M3Charles Schwab→
B53SUSTAINVEST ASSET MANAGEMENT, LLC
CRD 166685
NJ$137.4M1Charles Schwab→
B53LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.
CRD 171967
NJ$237.4M1LPL Financial→
B53AEM ASSET MANAGEMENT, LLC
CRD 310360
NJ$117.9M2E*Trade→
B52LUMIDA WEALTH MANAGEMENT LLC
CRD 323410
NJ$132.8M5Charles 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→
B52FRIEDENTHAL FINANCIAL, LLC
CRD 150457
NJ$196.4M4Charles Schwab→
B52WABASH CAPITAL, INC.
CRD 107932
IN$173.0M3E*Trade→
B52NHWM LLC
CRD 328155
NJ$203.3M6Charles Schwab→
B51SEABRIDGE INVESTMENT ADVISORS LLC
CRD 108681
NJ$771.2M11Charles Schwab→
B51DUMONT & BLAKE INVESTMENT ADVISORS LLC
CRD 109318
NJ$562.3M4Charles Schwab→
B51GEREMIA FINANCIAL SERVICES, LLC
CRD 156504
NJ$132.2M5E*Trade→
B51SUMMIT PLACE FINANCIAL ADVISORS,LLC
CRD 147984
NJ$300.4M4Charles Schwab→
B50ALDEBARAN CAPITAL, LLC
CRD 122360
IN$166.9M2Charles Schwab→
B50GOOSE HOLLOW CAPITAL MANAGEMENT LLC
CRD 312912
NJ$41.0M—E*Trade→
B50FNEX WEALTH, LLC
CRD 334569
IN$122.3M1Charles Schwab→
B50FREEMAN, WILL & NIEMEIER, INC.
CRD 121628
IN$284.2M1Charles Schwab→
C50BC ADVISORS, LLC
CRD 142982
NJ$4.73B6E*Trade→
C50ZYNERGY RETIREMENT PLANNING
CRD 143861
NJ$173.0M5Charles Schwab→
C49WBI INVESTMENTS, LLC
CRD 106336
NJ$539.6M6Pershing→
C49GOODHAVEN CAPITAL MANAGEMENT, LLC
CRD 156032
NJ$405.3M—Fidelity→
C49BUCKMAN ADVISORY GROUP LLC
CRD 131688
NJ$277.3M15E*Trade→
C49GREENLEAF FINANCIAL GROUP, LLC
CRD 137933
IN$175.2M2E*Trade→
C49WORTH VENTURE PARTNERS, LLC
CRD 168610
NJ$456.1M—Goldman Sachs→