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554 firms
ActiveState: MD×State: NC×clear all
ScoreFirmStateAUMAdvisorsCustodian
B54RLJ EQUITY PARTNERS, LLC
CRD 162006
MD$109.1M—Northern Trust→
B54STRUCTURAL SOLUTIONS LLC
CRD 319155
NC$133.0M—E*Trade→
B54ABS LEGACY PARTNERS, LLC
CRD 325604
NC$670.8M1Charles Schwab→
B54OAKMONT WEALTH ADVISORY, LLC
CRD 299021
MD$124.2M3Raymond James→
B54THE PINES WEALTH MANAGEMENT, LLC
CRD 326353
NC$485.9M2Charles Schwab→
B54CROSSGEN WEALTH LLC
CRD 336270
NC$222.8M2Raymond James→
B54MERITIS WEALTH MANAGEMENT, INC.
CRD 336539
MD$224.4M3Raymond James→
B53HUNTER STREET INVESTMENT ADVISORS LLC
CRD 145334
NC$166.4M8E*Trade→
B53CANNON WEALTH MANAGEMENT SERVICES, LLC
CRD 323302
NC$245.2M5Charles Schwab→
B53AMERICAN FINANCIAL MANAGEMENT, LTD.
CRD 111016
MD$31.6M2Charles Schwab→
B53EASTOVER INVESTMENT ADVISORS, LLC
CRD 150821
NC$392.3M3Charles Schwab→
B53KENNETH FRENKE & CO., INC.
CRD 109352
NC$206.5M2Charles Schwab→
B53SMITH PARTNERS WEALTH MANAGEMENT, LLC
CRD 112231
NC$196.1M9Charles Schwab→
B53MCGRATH & ASSOCIATES, INC.
CRD 121197
NC$155.9M2Charles Schwab→
B53PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
CRD 150266
NC$136.2M2LPL Financial→
B53POINTER FINANCIAL ADVISORS LLC
CRD 326745
MD$176.4M2Charles Schwab→
B53VARIANT PERCEPTION, LLC
CRD 334510
NC$31.9M1E*Trade→
B53TRICAPITAL WEALTH MANAGEMENT, INC.
CRD 118788
NC$132.7M3E*Trade→
B52ARROW INVESTMENT ADVISORS, LLC
CRD 139652
MD$377.3M—E*Trade→
B52WIDMANN FINANCIAL SERVICES, INC.
CRD 289106
MD$466.8M6E*Trade→
B52EQV ADVISORY, LLC
CRD 338271
NC$106.8M4Charles Schwab→
B52TORRAY INVESTMENT PARTNERS LLC
CRD 105818
MD$750.1M4Charles Schwab→
B52WAYPOINT WEALTH MANAGEMENT, LLC
CRD 155574
MD$242.5M1Charles Schwab→
B52ADVOCATE INVESTING SERVICES, LLC
CRD 273035
MD$186.6M5LPL Financial→
B52AIM ADVISORS, LLC
CRD 325125
NC$158.2M3Charles Schwab→
B52HZ INVESTMENTS INC.
CRD 312268
MD$591.4M1Charles Schwab→
B52VALUEWEALTH SERVICES, LLC
CRD 304049
MD$319.0M5E*Trade→
B51MACROVIEW INVESTMENT MANAGEMENT LLC
CRD 149621
MD$387.1M4Charles Schwab→
B51ASSET STRATEGY CONSULTANTS LLC
CRD 110800
MD$5.16B5E*Trade→
B51MARATHON CAPITAL MANAGEMENT LLC
CRD 119416
MD$790.1M5Charles Schwab→
B51KENDALL CAPITAL MANAGEMENT
CRD 134740
MD$743.9M8Charles Schwab→
B51ATCAP PARTNERS, LLC
CRD 158214
MD$195.5M25E*Trade→
B51JEMMA INVESTMENT ADVISORS LLC
CRD 284198
MD$139.8M5E*Trade→
B51SLEDGE AND COMPANY WEALTH ADVISORS, LLC
CRD 336314
NC$183.4M4E*Trade→
B51PHYSICIANS FINANCIAL SERVICES, INC.
CRD 118519
NC$482.3M3Charles Schwab→
B51HERGENROEDER FINANCIAL ADVISORS, INC.
CRD 121278
MD$304.5M4LPL Financial→
B50SABER CAPITAL MANAGEMENT LLC
CRD 166103
NC$129.3M1Charles Schwab→
B50FPF FA L.L.C.
CRD 311329
NC$181.3M1Charles Schwab→
C50SHAH CAPITAL MANAGEMENT, INC
CRD 133941
NC$768.0M1Charles Schwab→
C49PARTNERSHIP WEALTH MANAGEMENT, LLC
CRD 285718
MD$234.9M2Charles Schwab→
C49HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC
CRD 323171
NC$119.6M2Charles Schwab→
C49INDEPENDENT WEALTH ADVISORS, LLC
CRD 328786
NC$195.3M4LPL Financial→
C48WHITE OAK FINANCIAL MANAGEMENT, INC
CRD 142615
NC$143.5M3Fidelity→
C48TRIANGLE SECURITIES WEALTH MANAGEMENT, INC
CRD 148156
NC$1.29B9Charles Schwab→
C48ARK ROYAL WEALTH MANAGEMENT LLC
CRD 175151
NC$169.3M3Charles Schwab→
C48CHAPIN DAVIS, INC
CRD 28116
MD$642.8M25Wells Fargo→
C48CAPITAL DEVELOPERS, LLC
CRD 292797
NC$221.5M—Raymond James→
C48PURSUIT WEALTH MANAGEMENT, LLC
CRD 337709
NC$457.5M4Raymond James→
C48MILESTONE INVESTMENTS, INC.
CRD 47090
NC$277.3M2Charles Schwab→
C48HAMPEL INVESTMENT ADVISORS, LLC
CRD 300246
NC$110.1M1—→