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447 firms
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ScoreFirmStateAUMAdvisorsCustodian
B54MOULTON WEALTH MANAGEMENT, INC
CRD 304598
WA$159.7M3Charles Schwab→
B54AVANTIA INVESTMENT SERVICES, LLC
CRD 307869
WA$119.1M3Charles Schwab→
B54GREYSTONE FINANCIAL & ESTATE SERVICES, INC.
CRD 318092
WA$117.1M2Charles Schwab→
B53HFG ADVISORS, INC.
CRD 316446
WA$113.4M5Charles Schwab→
B53JOHNSON & SHUTE INVESTMENT ADVISORS, INC.
CRD 116667
WA$137.3M10Charles Schwab→
B53BYRNE & COMPANY WEALTH MANAGEMENT, LLC
CRD 160581
WA$142.9M1Charles Schwab→
B53DLK INVESTMENT ADVISORS, LLC
CRD 328897
WA$140.7M2Charles Schwab→
B53917 ADVISORY SERVICES LLC
CRD 331476
WA$167.5M3LPL Financial→
B53SUNRISE FINANCIAL SERVICES LLC
CRD 325955
WA$151.2M3E*Trade→
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→
B52INVESTORS PORTFOLIO SERVICES LLC
CRD 117299
WA$238.8M3Charles Schwab→
B52GEHRIG CAPITAL MANAGEMENT, INC.
CRD 123250
IN$203.9M5Fidelity→
B52WABASH CAPITAL, INC.
CRD 107932
IN$173.0M3E*Trade→
B52MONSON WEALTH MANAGEMENT, INC.
CRD 169857
WA$149.5M1E*Trade→
B51TRADEWINDS CAPITAL MANAGEMENT, LLC
CRD 145934
WA$727.3M8Charles Schwab→
B51NORTHERN CAPITAL MANAGEMENT, INC.
CRD 111379
WA$526.7M10Charles Schwab→
B51SLOY, DAHL & HOLST, LLC
CRD 110102
WA$1.80B6Charles Schwab→
B51GEVERS WEALTH MANAGEMENT, LLC
CRD 340092
WA$223.7M3—→
B51ALLIANT SECURITIES, INC.
CRD 7726
WA$300.0M9Charles Schwab→
B50RAINIER INVESTMENT MANAGEMENT LLC
CRD 105556
WA$581.1M—E*Trade→
B50ALDEBARAN CAPITAL, LLC
CRD 122360
IN$166.9M2Charles Schwab→
B50CAPRIA VENTURES LLC
CRD 284129
WA$161.0M—JPMorgan→
B50FNEX WEALTH, LLC
CRD 334569
IN$122.3M1Charles Schwab→
B50FREEMAN, WILL & NIEMEIER, INC.
CRD 121628
IN$284.2M1Charles Schwab→
C50OLIVER CAPITAL MANAGEMENT, LLC
CRD 127606
WA$505.5M1Charles Schwab→
C50HOT CREEK CAPITAL, L.L.C.
CRD 162371
WA$135.7M1E*Trade→
C50R.L. EVANS CO. INC.
CRD 110699
WA$545.0M3Charles Schwab→
C50RICHARDS, MERRILL & PETERSON, INC.
CRD 713
WA$643.6M12Wells Fargo→
C49PALOUSE CAPITAL MANAGEMENT, INC.
CRD 104573
WA$408.5M4Charles Schwab→
C49JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT
CRD 109542
WA$442.7M2Charles Schwab→
C49TIETON CAPITAL MANAGEMENT, LLC
CRD 135769
WA$314.0M2Charles Schwab→
C49GREENLEAF FINANCIAL GROUP, LLC
CRD 137933
IN$175.2M2E*Trade→
C49AERIE ADVISORY GROUP LLC
CRD 333610
WA$618.1M3Charles Schwab→
C48MFG WEALTH MANAGEMENT, INC.
CRD 125963
IN$130.6M3Charles Schwab→
C48KESTREL WEALTH MANAGEMENT, LLC
CRD 153503
IN$143.9M2Fidelity→
C48THE FAUSER GROUP, LLC
CRD 282351
WA$314.5M—Charles Schwab→
C48FINANCIAL FREEDOM FOR DENTISTS LLC
CRD 301981
WA$165.6M3Charles Schwab→
C48ILLUMINE INVESTMENT MANAGEMENT, LLC
CRD 311661
WA$215.2M3Charles Schwab→
C48KAIROS CAPITAL MANAGEMENT, LLC
CRD 150342
WA$105.9M1—→
C48CAPITAL CITIES INVESTMENTS
CRD 116185
IN$287.9M14Charles Schwab→
C48MIDDLETON & COMPANY
CRD 284996
WA$131.3M2Charles Schwab→
C48SCHMIDT FINANCIAL MANAGEMENT, INC.
CRD 328247
WA$497.5M2Pershing→
C48TRADEWELL SECURITIES, LLC
CRD 332473
IN$275.8M5Charles Schwab→
C48PHILLIPS FINANCIAL MANAGEMENT, LLC
CRD 131344
IN$2.64B15Charles Schwab→
C47BARKER WEALTH MANAGEMENT, LLC
CRD 226768
WA$240.6M2Charles Schwab→
C47UTA LLC
CRD 315427
WA$214.6M2Charles Schwab→
C47HELIUM ADVISORS LLC
CRD 282356
WA$233.8M5Charles Schwab→
C47CAPITAL PLANNING, LLC
CRD 169470
WA$617.7M5Charles Schwab→