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2,650 firms
ActiveState: MA×State: CA×clear all
ScoreFirmStateAUMAdvisorsCustodian
A66THE PUTNEY FINANCIAL GROUP LLC
CRD 111639
CA$205.4M6Pershing→
A66PARK STATE ASSET MANAGEMENT LLC
CRD 336573
MA$192.4M4Charles Schwab→
A66PRIVATE PORTFOLIOS, INC.
CRD 111905
CA$293.5M2E*Trade→
A66ORRELL CAPITAL MANAGMENT, INC.
CRD 112487
CA$236.3M1E*Trade→
A66ENTREPRENEURSHARES LLC
CRD 153615
MA$50.4M1E*Trade→
A66NEEDHAM R B ADVISORY CORP
CRD 105378
MA$102.4M1Charles Schwab→
A66NOBLE WEALTH MANAGEMENT, INC.
CRD 169963
CA$223.4M3Charles Schwab→
A66CAVU WEALTH ADVISORS, LLC
CRD 340677
CA$150.6M2—→
A66PROSPECT CAPITAL ADVISORS, LLC
CRD 119531
CA$309.4M1Goldman Sachs→
A65LYLE, ALLAN GLEN
CRD 10603
CA$221.2M—Charles Schwab→
A65BOYD FINANCIAL STRATEGIES, INC.
CRD 107505
MA$139.6M3Charles Schwab→
A65SUCCESSFUL MONEY STRATEGIES INC
CRD 109829
MA$227.1M1Charles Schwab→
A65HECKMAN FINANCIAL & INSURANCE SERVICES, INC.
CRD 111549
CA$116.4M5Charles Schwab→
A65DOBSON ASSET MANAGEMENT - NORTHERN CALIFORNIA
CRD 112079
CA$217.8M2Charles Schwab→
A65BROADWING CAPITAL ADVISORS, INC.
CRD 127513
CA$148.0M2Charles Schwab→
A65NEW ENGLAND SCHOONER, INC.
CRD 129552
MA$165.2M4Pershing→
A65MOORE FINANCIAL ADVISORS, LTD.
CRD 130421
MA$127.2M5Fidelity→
A65EAGLESON ARNDT FINANCIAL ADVISORS, LLC
CRD 134098
CA$106.6M4Charles Schwab→
A65NEWBURY CAPITAL MANAGEMENT, LLC
CRD 148516
CA$154.1M4Charles Schwab→
A65GALLAGHER WEALTH MANAGEMENT, INC
CRD 161266
CA$123.5M1Charles Schwab→
A65CORE FINANCIAL ADVISORS, LLC
CRD 168839
CA$178.5M4Charles Schwab→
A65RICHEY ADVISORS, INC.
CRD 277137
CA$159.7M4Charles Schwab→
A65HANKE & APOLONIO WEALTH ADVISORS LLC
CRD 285315
CA$167.3M2Charles Schwab→
A65FAMILY PARTNERS CAPITAL, LLC
CRD 304176
MA$92.3M2Charles Schwab→
A65WRIGHT WEALTH STRATEGIES, LLC
CRD 304289
CA$127.2M1LPL Financial→
A65ENDURING WEALTH ADVISORS, LLC
CRD 323320
CA$122.8M3LPL Financial→
A65BUTTERWORTH FINANCIAL LLC
CRD 325026
MA$103.3M1LPL Financial→
B65TICINO WEALTH LLC
CRD 335808
CA$400.2M3Wells Fargo→
B64DOHENY ASSET MANAGEMENT, L.L.C.
CRD 106434
CA$185.7M2Charles Schwab→
B64JPC WEALTH MANAGEMENT, INC.
CRD 120267
CA$312.7M2Charles Schwab→
B64CLEARWAVE CAPITAL, LLC
CRD 337738
CA$359.2M3Fidelity→
B64IRONWOOD INVESTMENT MANAGEMENT, LLC
CRD 108467
MA$278.2M2Charles Schwab→
B64FAIRFIELD FINANCIAL ADVISORS LTD
CRD 106408
MA$333.2M2Charles Schwab→
B64OPTIVEST, INC.
CRD 137070
CA$319.4M3Charles Schwab→
B64PHILLIP B. WHITE CO., INC.
CRD 300623
CA$318.7M2Pershing→
B64SCHMITZ CAPITAL PARTNERS, LLC
CRD 105702
CA$132.0M2E*Trade→
B64POWER ASSET MANAGEMENT LLC
CRD 128580
CA$175.0M4Charles Schwab→
B63LAWRENCE W. KELLY & ASSOCIATES, INC.
CRD 106635
CA$540.1M2Charles Schwab→
B63PACIFIC GLOBAL INVESTMENT MANAGEMENT COMPANY
CRD 106962
CA$87.5M4Charles Schwab→
B63EPILOG PARTNERS, LP.
CRD 325368
MA$181.6M—E*Trade→
B63VOYAGER MANAGEMENT, LLC
CRD 135434
CA$208.6M—E*Trade→
B63TENZING GLOBAL MANAGEMENT LLC
CRD 159696
CA$228.1M—E*Trade→
B63SEA CLIFF PARTNERS MANAGEMENT, LP
CRD 316909
CA$239.4M—E*Trade→
B63NEW ENGLAND FINANCIAL PLANNING GROUP, LLC
CRD 105254
MA$246.1M3Raymond James→
B62SAVIOR LLC
CRD 299178
MA$140.2M5Charles Schwab→
B62ROCKY HILL ADVISORS INC.
CRD 123242
MA$102.4M4—→
B62DOVE INVESTMENT RESEARCH AND MANAGEMENT, INC.
CRD 300058
CA$107.4M2—→
B62MRM-HORIZON ADVISORS, LLC
CRD 130585
MA$403.5M4Fidelity→
B62IBS CAPITAL LLC
CRD 160585
MA$123.0M—Pershing→
B62PARAGON ASSET MANAGEMENT INC.
CRD 107863
CA$115.9M1Charles Schwab→