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310 firms
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ScoreFirmStateAUMAdvisorsCustodian
C49GREENLEAF FINANCIAL GROUP, LLC
CRD 137933
IN$175.2M2E*Trade→
C49NAVIGATE FINANCIAL LLC
CRD 325945
UT$337.9M2Charles Schwab→
C48MFG WEALTH MANAGEMENT, INC.
CRD 125963
IN$130.6M3Charles Schwab→
C48KESTREL WEALTH MANAGEMENT, LLC
CRD 153503
IN$143.9M2Fidelity→
C48JRS WEALTH MANAGEMENT LLC
CRD 306294
UT$135.0M2—→
C48FIDUCIARY ADVISORS, LLC
CRD 104189
UT$520.2M1E*Trade→
C48CAPITAL CITIES INVESTMENTS
CRD 116185
IN$287.9M14Charles Schwab→
C48WASATCH VENTURE MANAGEMENT, LLC
CRD 326762
UT$337.3M—E*Trade→
C48TRADEWELL SECURITIES, LLC
CRD 332473
IN$275.8M5Charles Schwab→
C48PHILLIPS FINANCIAL MANAGEMENT, LLC
CRD 131344
IN$2.64B15Charles Schwab→
C47SUN FINANCIAL, INC.
CRD 333404
UT$217.5M3Charles Schwab→
C47PERIOPE, LC
CRD 144256
UT$177.2M3E*Trade→
C47DIAMOND WEALTH MANAGEMENT, LLC
CRD 288603
UT$212.0M6Charles Schwab→
C47COMPASS FINANCIAL ADVISORS LLC
CRD 109131
IN$282.5M7Pershing→
C46STREET CAPITAL PARTNERS, LLC
CRD 309233
IN$238.9M4E*Trade→
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→
C46COTTONWOOD CAPITAL ADVISORS, LLC
CRD 311272
UT$279.0M2Wells Fargo→
C45OXFORD HARRIMAN HOLDINGS ADV LLC
CRD 340313
IN$0—E*Trade→
C45SMITH FINANCIAL INVESTMENT ADVISORS, INC.
CRD 154022
IN$456.9M3Charles Schwab→
C45JACOBS EQUITY
CRD 147725
UT$133.2M3Charles Schwab→
C44ABG CONSULTANTS, LLC
CRD 131129
UT$697.4M4Charles Schwab→
C44BANNER CAPITAL MANAGEMENT, LLC
CRD 326949
UT$527.2M—E*Trade→
C443FOURTEEN & SMI ADVISORY SERVICES, LLC
CRD 331301
IN$723.0M—E*Trade→
C44THE FINANCIAL RESOURCE CENTER, INC.
CRD 316747
IN$642.5M4E*Trade→
C44WASATCH INVESTMENT FUND MANAGER, LLC
CRD 325037
UT$254.6M—E*Trade→
C44WALLINGTON ASSET MANAGEMENT, LLC
CRD 143360
IN$1.32B8Charles Schwab→
C44INTEGRATED INVESTMENT STRATEGIES,INC.
CRD 122706
IN$104.5M——→
C44VERITAS WEALTH MANAGEMENT, LLC
CRD 160600
UT$135.8M1—→
C44CURRY WEBB WEALTH MANAGEMENT LLC
CRD 168692
IN$332.4M5Charles Schwab→
C44OLYMPUS PEAKS FINANCIAL, LLC
CRD 283040
UT$141.4M1—→
C44GLADIUS CAPITAL MANAGEMENT LP
CRD 152023
UT$2.88B—Wells Fargo→
C44HOBBS WEALTH MANAGEMENT, LLC
CRD 325374
IN$146.7M1Charles Schwab→
C44BURRUS FINANCIAL SERVICES, INC.
CRD 141435
UT$240.7M2E*Trade→
C44PROSPER WEALTH SOLUTIONS, LLC
CRD 311144
UT$58.2M5Charles Schwab→
C44PRESTIGE WEALTHWIDE, LLC
CRD 321789
UT$198.5M2Charles Schwab→
C43MERIDIAN INVESTMENT ADVISORS, INC.
CRD 107593
IN$628.0M4E*Trade→
C43PELOTON CAPITAL MANAGEMENT
CRD 109775
IN$282.0M3E*Trade→
C43BULLOCK WEALTH MANAGEMENT GROUP INC.
CRD 283853
IN$261.4M8Charles Schwab→
C43TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
CRD 329218
IN$34.4M3E*Trade→
C43THE WELLINGTON GRP LLC
CRD 332803
IN$473.6M10Charles Schwab→
C43GENESIS ADVISORS, LLC
CRD 151976
IN$121.2M4—→
C43TITAN INVESTMENT MANAGEMENT LLC
CRD 291148
IN$123.9M4—→
C43ACCUVEST GLOBAL ADVISORS, INC.
CRD 134096
UT$630.5M4Charles Schwab→
C43APPLE TREE ASSET MANAGEMENT, LLC
CRD 298437
IN$151.9M6Charles Schwab→
C43STONEBRIAR WEALTH, LLC
CRD 327618
UT$139.0M4Fidelity→