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776 firms
ActiveState: NJ×State: CO×clear all
ScoreFirmStateAUMAdvisorsCustodian
B59WAZEE STREET CAPITAL MANAGEMENT LLC
CRD 159165
CO$203.4M—Folio Institutional→
B59CONSILIUM, LLC
CRD 304503
CO$215.0M1Charles Schwab→
B59BYRON PLACE CAPITAL MANAGEMENT, LLC
CRD 282078
NJ$48.4M1E*Trade→
B59PARADIGM WEALTH ADVISORY LLC
CRD 283120
NJ$201.2M7Charles Schwab→
B59ACA/PRUDENT INVESTORS PLANNING CORPORATION
CRD 47798
NJ$351.4M2E*Trade→
B59FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
CRD 109036
CO$905.2M10Goldman Sachs→
B59PEACE OF MIND FINANCIAL, INC
CRD 289067
CO$123.6M2Charles Schwab→
B59RSW INVESTMENTS HOLDINGS, LLC
CRD 302023
NJ$2.30B2Morgan Stanley→
B59ASSET MANAGEMENT CONSULTING SERVICES, INC.
CRD 128793
NJ$144.2M2Pershing→
B59KENSINGTON FINANCIAL ADVISORS LLC
CRD 136346
NJ$159.9M2Charles Schwab→
B59COHESION WEALTH MANAGEMENT, LLC
CRD 308980
CO$171.0M4Charles Schwab→
B58WALNUT LEVEL CAPITAL LLC
CRD 307942
CO$119.2M—E*Trade→
B58CORRADO ADVISORS, LLC
CRD 111721
NJ$252.8M6Charles Schwab→
B58TALARA CAPITAL MANAGEMENT, LLC
CRD 158866
NJ$317.6M—U.S. Bank→
B58ALTMAN INVESTMENT MANAGEMENT LLC
CRD 113832
NJ$119.9M6Charles Schwab→
B58WOLOSHIN INVESTMENT MANAGEMENT, LLC
CRD 132346
NJ$180.4M3Charles Schwab→
B58FIT ASSET MANAGEMENT, LLC
CRD 281494
CO$147.4M3Charles Schwab→
B58JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
CRD 155392
NJ$161.7M15E*Trade→
B57CREDENTIALED WEALTH ADVISORS, LLC
CRD 312517
CO$139.8M3E*Trade→
B57GULFSTREAM CM, LLC
CRD 165459
NJ$244.2M4Pershing→
B57CAPITAL ASSET MANAGEMENT, LLC
CRD 284505
CO$208.8M4Fidelity→
B57VENTANA PRIVATE WEALTH LLC
CRD 311878
CO$158.6M2Charles Schwab→
B57PANORAMA WEALTH ADVISORS
CRD 324199
CO$133.7M2Fidelity→
B57PRESTIGE WEALTH MANAGEMENT GROUP, LLC
CRD 127381
NJ$666.4M5Charles Schwab→
B57MULLOOLY ASSET MANAGEMENT, INC.
CRD 121184
NJ$455.6M4Charles Schwab→
B56EXCEL CAPITAL MANAGEMENT CORP
CRD 109229
NJ$192.5M2E*Trade→
B56SHAPIRO FINANCIAL SECURITY GROUP, INC.
CRD 120801
NJ$152.6M3E*Trade→
B56MFG INVESTMENTS, LLC
CRD 125122
NJ$146.5M5E*Trade→
B56GRAND SLAM ASSET MANAGEMENT, LLC
CRD 161122
NJ$35.0M—Wells Fargo→
B56WEALTH MANAGEMENT ASSOCIATES, INC.
CRD 117606
NJ$717.4M11E*Trade→
B56ASSET MANAGEMENT GROUP INVESTMENT CORP.
CRD 168369
CO$151.2M—Raymond James→
B56PEAK INVESTMENT ADVISORS, INC.
CRD 113967
CO$234.6M1Charles Schwab→
B56ICON ADVISERS, INC.
CRD 108268
CO$875.9M3Charles Schwab→
B56MLP3, LLC
CRD 296314
NJ$248.1M2E*Trade→
B56BULLSEYE ASSET MANAGEMENT LLC
CRD 153990
CO$183.9M2Goldman Sachs→
B55GENEVA FINANCIAL GROUP LLC
CRD 331944
NJ$233.7M1E*Trade→
B55TSP CAPITAL MANAGEMENT GROUP, LLC
CRD 131889
NJ$553.3M2E*Trade→
B55PULLIAM FAMILY OFFICE, LLC
CRD 338839
CO$141.7M2—→
B55SEAMOUNT FINANCIAL GROUP INC
CRD 107834
CO$745.2M6LPL Financial→
B55PALLER FINANCIAL SERVICES, INC.
CRD 161531
CO$147.9M3Charles Schwab→
B55BPP WEALTH SOLUTIONS, LLC
CRD 166962
NJ$247.3M4Charles Schwab→
B55SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
CRD 298315
NJ$454.2M5Charles Schwab→
B55ALPINE WEALTH ADVISORS, LLC
CRD 105433
CO$115.7M1Charles Schwab→
B55TEPLITZ FINANCIAL GROUP LLC
CRD 122038
NJ$131.7M1Charles Schwab→
B55INNOVATIVE FINANCIAL, LLC
CRD 127469
CO$105.3M1—→
B55COLLIER FINANCIAL, INC
CRD 175207
CO$160.5M1LPL Financial→
B55OAK STREET INVESTMENT ADVISORS, LLC
CRD 288019
CO$125.5M1Charles Schwab→
B54BEAR CREEK ASSET MANAGEMENT, LLC
CRD 137677
CO$5.19B8Pershing→
B54ROCKWOOD EQUITY PARTNERS LLC
CRD 163846
CO$189.8M—E*Trade→
B54NEW VERNON ADVISERS LP
CRD 160231
NJ$902.1M—Pershing→