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324 firms
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ScoreFirmStateAUMAdvisorsCustodian
B50ALDEBARAN CAPITAL, LLC
CRD 122360
IN$166.9M2Charles Schwab→
B50FNEX WEALTH, LLC
CRD 334569
IN$122.3M1Charles Schwab→
B50FREEMAN, WILL & NIEMEIER, INC.
CRD 121628
IN$284.2M1Charles Schwab→
B50TRU INDEPENDENCE ASSET MANAGEMENT, LLC
CRD 168256
OR$336.9M8Raymond James→
C49COPIA WEALTH MANAGEMENT, LLC
CRD 281873
OR$157.5M4Charles Schwab→
C49GREENLEAF FINANCIAL GROUP, LLC
CRD 137933
IN$175.2M2E*Trade→
C49QUEST INVESTMENT MANAGEMENT, LLC
CRD 110640
OR$1.71B6E*Trade→
C48MFG WEALTH MANAGEMENT, INC.
CRD 125963
IN$130.6M3Charles Schwab→
C48KESTREL WEALTH MANAGEMENT, LLC
CRD 153503
IN$143.9M2Fidelity→
C48INMAN FINANCIAL SERVICES, INC.
CRD 297414
OR$197.5M3Charles Schwab→
C48WAGNER FINANCIAL, LLC
CRD 318448
OR$144.7M1Pershing→
C48CAPITAL CITIES INVESTMENTS
CRD 116185
IN$287.9M14Charles Schwab→
C48THE H GROUP, INC.
CRD 106801
OR$580.1M—Charles Schwab→
C48PANORAMIC CAPITAL PARTNERS LLC
CRD 331349
OR$392.7M6Charles Schwab→
C48TRADEWELL SECURITIES, LLC
CRD 332473
IN$275.8M5Charles Schwab→
C48PHILLIPS FINANCIAL MANAGEMENT, LLC
CRD 131344
IN$2.64B15Charles Schwab→
C47CLS FINANCIAL ADVISORS, INC.
CRD 152892
OR$192.0M3Charles Schwab→
C47NEWBORE WEALTH MANAGEMENT, INC.
CRD 306441
OR$200.0M2LPL Financial→
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→
C47COMPASS FINANCIAL ADVISORS LLC
CRD 109131
IN$282.5M7Pershing→
C47SORTIS FUND MANAGER, LLC
CRD 315584
OR$202.0M—E*Trade→
C47ROCK CREEK WEALTH MANAGEMENT, LLC
CRD 336666
OR$101.1M3LPL Financial→
C46STREET CAPITAL PARTNERS, LLC
CRD 309233
IN$238.9M4E*Trade→
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→
C46KESSLER INVESTMENT GROUP, LLC
CRD 153696
IN$359.7M3Charles Schwab→
C46AN EXCEPTIONAL LIFE FINANCIAL, LLC
CRD 288742
IN$258.9M4Fidelity→
C46WINTHROP CAPITAL MANAGEMENT, LLC
CRD 145216
IN$3.97B3State Street→
C46PRIVATE COUNSEL GROUP, LTD.
CRD 300083
IN$116.0M3—→
C46FORTITUDE PRIVATE WEALTH INC.
CRD 290074
IN$126.5M1Charles Schwab→
C46GAP ASSET MANAGEMENT, LLC
CRD 309925
IN$287.0M—Folio Institutional→
C45OXFORD HARRIMAN HOLDINGS ADV LLC
CRD 340313
IN$0—E*Trade→
C45SMITH FINANCIAL INVESTMENT ADVISORS, INC.
CRD 154022
IN$456.9M3Charles Schwab→
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→
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→
C443FOURTEEN & SMI ADVISORY SERVICES, LLC
CRD 331301
IN$723.0M—E*Trade→
C44THE FINANCIAL RESOURCE CENTER, INC.
CRD 316747
IN$642.5M4E*Trade→
C44WALLINGTON ASSET MANAGEMENT, LLC
CRD 143360
IN$1.32B8Charles Schwab→
C44INTEGRATED INVESTMENT STRATEGIES,INC.
CRD 122706
IN$104.5M——→