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402 firms
ActiveState: NC×State: AL×clear all
ScoreFirmStateAUMAdvisorsCustodian
B53VARIANT PERCEPTION, LLC
CRD 334510
NC$31.9M1E*Trade→
B53TRICAPITAL WEALTH MANAGEMENT, INC.
CRD 118788
NC$132.7M3E*Trade→
B52EQV ADVISORY, LLC
CRD 338271
NC$106.8M4Charles Schwab→
B52AIM ADVISORS, LLC
CRD 325125
NC$158.2M3Charles Schwab→
B52PEOPLE MAKE THE DIFFERENCE, INC.
CRD 159443
AL$111.6M2Charles Schwab→
B51SLEDGE AND COMPANY WEALTH ADVISORS, LLC
CRD 336314
NC$183.4M4E*Trade→
B51MONEY MANAGEMENT SERVICES, INC.
CRD 106832
AL$442.7M5Pershing→
B51PHYSICIANS FINANCIAL SERVICES, INC.
CRD 118519
NC$482.3M3Charles Schwab→
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→
C49HICKS & ASSOCIATES WEALTH MANAGEMENT, LLC
CRD 323171
NC$119.6M2Charles Schwab→
C49INDEPENDENT WEALTH ADVISORS, LLC
CRD 328786
NC$195.3M4LPL Financial→
C49HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
CRD 106454
AL$424.4M2Charles Schwab→
C49BROOKLINE INVESTMENTS, INC.
CRD 109239
AL$281.5M2Charles Schwab→
C48WHITE OAK FINANCIAL MANAGEMENT, INC
CRD 142615
NC$143.5M3Fidelity→
C48TRIANGLE SECURITIES WEALTH MANAGEMENT, INC
CRD 148156
NC$1.29B9Charles Schwab→
C48APPROACH RETIREMENT ADVISORS, LLC
CRD 166221
AL$227.5M2Charles Schwab→
C48ARK ROYAL WEALTH MANAGEMENT LLC
CRD 175151
NC$169.3M3Charles Schwab→
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—→
C48TRUST ADVISORY GROUP LTD
CRD 106926
AL$313.5M20Charles Schwab→
C48FIRST FINANCIAL GROUP CORPORATION
CRD 134006
NC$317.0M4Charles Schwab→
C48BP ASSET MANAGEMENT INC.
CRD 328276
NC$155.3M——→
C48TAR RIVER WEALTH PLANNING, LLC
CRD 328530
NC$401.2M5Raymond James→
C48WOODARD & CO ASSET MANAGEMENT GROUP INC
CRD 108199
NC$1.17B5E*Trade→
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab→
C47KERUSSO CAPITAL MANAGEMENT, LLC
CRD 316352
NC$222.4M2E*Trade→
C47TERRA WEALTH MANAGEMENT, LLC
CRD 320643
NC$152.0M7Fidelity→
C47INTEGRATIVE PLANNING, INC.
CRD 336307
NC$101.4M3Charles Schwab→
C47PHOENIX WEALTH ADVISORS INC.
CRD 118412
NC$641.4M7Raymond James→
C47SAFE HARBOR FAMILY CAPITAL, LLC
CRD 317547
NC$613.9M1Charles Schwab→
C47ONE8ZERO8, LLC
CRD 332702
NC$644.6M4Raymond James→
C47THAYER FINANCIAL, L.L.C.
CRD 304729
NC$106.4M2—→
C46UWHARRIE INVESTMENT ADVISORS, INC.
CRD 117592
NC$337.8M17Pershing→
C46NAVIANT PARTNERS, LLC
CRD 339108
AL$177.3M2Charles Schwab→
C46FIRST OAK WEALTH MANAGEMENT, LLC
CRD 288316
NC$316.2M1Charles Schwab→
C46BRIGHTHOUSE INVESTMENT ADVISERS, LLC
CRD 107312
NC$132.63B13State Street→
C46INDEXPERTS, LLC
CRD 314858
NC$100.9M3E*Trade→
C46HAYDEN HARPER WEALTH ADVISORY, LLC
CRD 152091
NC$171.1M4Charles Schwab→
C46RIDGELINE WEALTH ADVISORS, LLC.
CRD 284843
NC$189.0M4Charles Schwab→
C46DEFENDER CAPITAL LLC
CRD 159607
NC$510.0M2Charles Schwab→
C46WSC & COMPANY, LLC
CRD 289138
NC$320.4M—E*Trade→
C46MCKINNEY CAPITAL, LLC
CRD 315545
AL$91.0M—E*Trade→
C45TUCKER JR., DOUGLAS, RAY
CRD 298292
AL$339.0M3Charles Schwab→
C45GARDEN CITY MANAGEMENT, LLC
CRD 310518
NC$343.8M—E*Trade→
C45CORDGRASS CAPITAL ADVISORS, LLC
CRD 311528
NC$729.9M2Charles Schwab→
C45CORIGLIANO INVESTMENT ADVISERS, LLC
CRD 331908
NC$495.5M—E*Trade→