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938 firms
ActiveState: MA×State: MN×clear all
ScoreFirmStateAUMAdvisorsCustodian
B61COVALENT PARTNERS LLC
CRD 140494
MA$117.3M—Goldman Sachs→
B61ESSEX PRIVATE WEALTH MANAGEMENT LLC
CRD 149991
MA$330.5M4Fidelity→
B61PROFICIENT WEALTH COUNSELORS, LLC
CRD 152640
MA$146.9M1Charles Schwab→
B61THE SHER WEALTH MANAGEMENT GROUP, INC.
CRD 172369
MA$145.6M2LPL Financial→
B61CHARLES RIVER WEALTH MANAGEMENT, LLC
CRD 288017
MA$110.3M1Raymond James→
B61BLUEBIRD WEALTH MANAGEMENT LLC
CRD 293420
MA$154.0M3Charles Schwab→
B61NORTH AMERICAN WEALTH ADVISORS INC.
CRD 297057
MN$237.3M1Charles Schwab→
B61GEN FINANCIAL MANAGEMENT INC.
CRD 110179
MN$331.8M4Charles Schwab→
B61STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.
CRD 114922
MA$2.84B1E*Trade→
B60SEAPORT GLOBAL ADVISORS, LLC
CRD 154287
MA$46.3M1E*Trade→
B60OT MANAGEMENT, LLC
CRD 284192
MA$232.4M—E*Trade→
B60ORVIETO PARTNERS, L.P.
CRD 313475
MA$179.6M—Morgan Stanley→
B60TIMBER CREEK CAPITAL MANAGEMENT, LLC
CRD 146220
MA$636.8M3Fidelity→
B59FIRST ASSOCIATED INVESTMENT ADVISORS, INC.
CRD 113086
MN$52.2M1E*Trade→
B59EXCHANGE PLACE ADVISORS, LLC
CRD 125240
MA$379.7M3E*Trade→
B59LIFEPLAN FINANCIAL, LLC
CRD 136981
MN$141.0M2Charles Schwab→
B59U. S. BOSTON CAPITAL CORPORATION
CRD 5251
MA$359.8M18E*Trade→
B59MWM WEALTH ADVISORY, LLC
CRD 287705
MN$129.9M1Charles Schwab→
B58JMC MANAGEMENT, LLC
CRD 169235
MA$211.9M—E*Trade→
B58MAP FUNDS MANAGEMENT, LLC
CRD 165979
MA$25.8M—E*Trade→
B58WOLFSTICH CAPITAL, LLC
CRD 146026
MA$162.1M1Charles Schwab→
B58CONSTANT GUIDANCE FINANCIAL, LLC
CRD 172612
MA$198.0M1Charles Schwab→
B58DEDEKER FINANCIAL, LLC
CRD 325537
MN$165.5M3Fidelity→
B57AEQUITAS INVESTMENT ADVISORS, LLC
CRD 127625
MA$826.1M5Charles Schwab→
B57CENTURY EQUITY PARTNERS LLC
CRD 281939
MA$378.3M—E*Trade→
B57LAUREL WEALTH PLANNING LLC
CRD 122035
MN$453.6M9Raymond James→
B57LTG CAPITAL LLC
CRD 128216
MA$142.2M3Charles Schwab→
B57KEYSTONE WEALTH ADVISORS, INCORPORATED
CRD 153418
MN$191.4M3Charles Schwab→
B57WORLDLY PARTNERS MANAGEMENT, LLC
CRD 309792
MA$226.8M—E*Trade→
B57WEST BRANCH CAPITAL LLC
CRD 133813
MA$690.1M4Charles Schwab→
B57ALL STAR FINANCIAL LLC
CRD 323765
MN$881.7M5Charles Schwab→
B57TRADEMARK FINANCIAL MANAGEMENT, LLC
CRD 116543
MN$293.4M2Charles Schwab→
B57MERIDIAN FINANCIAL, LLC
CRD 119679
MA$283.9M2Charles Schwab→
B56STRATEGIC PLANNING GROUP, INC.
CRD 124855
MA$218.6M2E*Trade→
B56CAPE ANN CAPITAL, INC.
CRD 128942
MA$193.0M2E*Trade→
B56SOUTH SHORE CAPITAL ADVISORS, LLC
CRD 142915
MA$272.8M3Charles Schwab→
B56CLOVERFIELDS CAPITAL GROUP, LP
CRD 306590
MN$358.7M—E*Trade→
B55ASHWOOD ADVISORS, LLC
CRD 128811
MA$126.9M2—→
B55CANBY FINANCIAL ADVISORS, LLC
CRD 338797
MA$729.4M5Fidelity→
B54ACUMEN FINANCIAL ADVISORS, LLC
CRD 152748
MN$465.2M1E*Trade→
B54NORTHERN PACIFIC GROUP, L.P.
CRD 299012
MN$58.6M—E*Trade→
B54OUELLETTE WEALTH ADVISORY LLC
CRD 289242
MA$274.4M2Charles Schwab→
B54HLM MANAGEMENT CO., LLC
CRD 162337
MA$411.4M—E*Trade→
B54WHITE OAKS WEALTH ADVISORS, INC.
CRD 173522
MN$618.3M2Charles Schwab→
B54SIPPICAN CAPITAL ADVISORS LLC
CRD 155188
MA$175.0M2Fidelity→
B54LEVATUS LLC
CRD 287811
MA$173.9M2Charles Schwab→
B54WOLD FINANCIAL GROUP LLC
CRD 316409
MN$182.5M3Charles Schwab→
B54WATERMILL MANAGEMENT COMPANY, LLC
CRD 163370
MA$178.1M—E*Trade→
B53SIIMPL, LLC
CRD 311048
MN$0—E*Trade→
B53VINCENT WEALTH ADVISORS LLC
CRD 332759
MA$152.9M1Charles Schwab→