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805 firms
ActiveState: KS×State: IN×State: CT×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD 171652
IN$222.0M1Wells Fargo→
B55CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680
IN$69.8M2Charles Schwab→
B55PRECEDENT ASSET MANAGEMENT, LLC
CRD 169100
IN$111.5M1—→
B55TANAKA CAPITAL MANAGEMENT INC
CRD 109888
CT$69.4M1E*Trade→
B55CORE WEALTH ADVISORS, LLC
CRD 157436
IN$143.8M3E*Trade→
B55DOUGLASS INVESTMENT GROUP LLC
CRD 331223
KS$173.6M2E*Trade→
B55ENGLE CAPITAL MANAGEMENT, L.P.
CRD 178525
CT$492.4M—Goldman Sachs→
B55PROACTIVE CAPITAL MANAGEMENT, INC.
CRD 297791
KS$170.7M2Charles Schwab→
B54CAPTIAL ADVISOR NETWORK
CRD 297578
IN$124.5M8Charles Schwab→
B54KATE CAPITAL LLC
CRD 329897
CT$206.8M—E*Trade→
B54REDSTONE ADVISORS INC
CRD 107699
KS$490.6M5Charles Schwab→
B54TWEEDY, BROWNE COMPANY LLC
CRD 6857
CT$7.13B9BNY Mellon→
B54BYSKO JOHN ALLAN
CRD 110612
CT$204.3M—Charles Schwab→
B54MULLANEY KEATING & WRIGHT INC
CRD 110743
CT$337.0M3Charles Schwab→
B54KONZA GLOBAL ADVISORY, LLC
CRD 331692
KS$125.2M2Charles Schwab→
B54DRAKE CAPITAL ADVISORS LLC
CRD 136716
CT$713.4M—Interactive Brokers→
B54DISCRETIONARY MANAGEMENT SERVICES, LLC
CRD 145851
KS$228.4M9E*Trade→
B53SARISSA CAPITAL MANAGEMENT LP
CRD 167244
CT$298.3M—Morgan Stanley→
B53DUNBAR ASSOCIATES, LLC
CRD 323134
CT$307.5M2Charles Schwab→
B53GRANITE GROUP ADVISORS, LLC
CRD 127357
CT$829.6M2E*Trade→
B53SPRINGBOARD ASSET MANAGEMENT LLC
CRD 154862
CT$136.8M2Charles Schwab→
B53JK PRIVATE WEALTH, LLC
CRD 305987
CT$156.4M1Charles Schwab→
B53CURTIS CAPITAL ADVISORS, LLC
CRD 330835
KS$165.5M2Charles Schwab→
B53FREMEN CAPITAL MANAGEMENT LP
CRD 334502
CT$157.3M—Goldman Sachs→
B52OXFORD GATE MANAGEMENT, LLC
CRD 297061
CT$90.9M—U.S. Bank→
B52BIRINYI ASSOCIATES, INC.
CRD 107169
CT$471.7M—E*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→
B52GEHRIG CAPITAL MANAGEMENT, INC.
CRD 123250
IN$203.9M5Fidelity→
B52TRIVENI CAPITAL INVESTMENTS LP
CRD 325802
CT$300.9M—Goldman Sachs→
B52WABASH CAPITAL, INC.
CRD 107932
IN$173.0M3E*Trade→
B52SAYBROOK WEALTH GROUP, INC.
CRD 317867
CT$292.1M1E*Trade→
B52FREESTATE ADVISORS LLC
CRD 145800
KS$181.8M9Charles Schwab→
B52LANSDOWNE WEALTH MANAGEMENT, LLC
CRD 155422
CT$227.7M7Fidelity→
B51YAKIRA CAPITAL MANAGEMENT, INC.
CRD 159398
CT$411.6M—E*Trade→
B51SAVOIR FAIRE CAPITAL MANAGEMENT, LP
CRD 306994
CT$389.5M—E*Trade→
B51PEMBERWICK INVESTMENT ADVISORS, LLC
CRD 149639
CT$173.7M—E*Trade→
B51INVISOR FINANCIAL LLC
CRD 174890
KS$198.5M3Charles Schwab→
B51RISKBRIDGE ADVISORS, LLC
CRD 310396
CT$898.3M10Charles Schwab→
B51TENGRAM CAPITAL PARTNERS L.P.
CRD 166930
CT$110.7M—JPMorgan→
B51MONTE FINANCIAL GROUP, LLC
CRD 150119
CT$482.4M6Fidelity→
B51NOVA R WEALTH, INC.
CRD 169574
KS$452.6M4Fidelity→
B51TYR CAPITAL ADVISORS, LLC
CRD 326208
KS$244.1M—E*Trade→
B50MATSON FINANCIAL ADVISORS, INC.
CRD 122480
CT$518.9M3Pershing→
B50J.H. WHITNEY CAPITAL PARTNERS, LLC
CRD 160547
CT$859.3M—E*Trade→
B50CFO CAPITAL MANAGEMENT, LLC
CRD 110950
CT$243.9M—Charles Schwab→
B50LUCERNE CAPITAL MANAGEMENT, LP
CRD 111288
CT$364.6M—Goldman Sachs→
B50ALDEBARAN CAPITAL, LLC
CRD 122360
IN$166.9M2Charles Schwab→
B50SR ALTERNATIVE CREDIT, LLC
CRD 319478
CT$247.4M—E*Trade→