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799 firms
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ScoreFirmStateAUMAdvisorsCustodian
B59ACA/PRUDENT INVESTORS PLANNING CORPORATION
CRD 47798
NJ$351.4M2E*Trade→
B59RSW INVESTMENTS HOLDINGS, LLC
CRD 302023
NJ$2.30B2Morgan Stanley→
B59FINANCIAL COUNSELING, INC.
CRD 119969
OH$100.1M3Charles Schwab→
B59MONETARY SOLUTIONS, LTD.
CRD 121217
OH$139.7M3Charles Schwab→
B59ASSET MANAGEMENT CONSULTING SERVICES, INC.
CRD 128793
NJ$144.2M2Pershing→
B59KENSINGTON FINANCIAL ADVISORS LLC
CRD 136346
NJ$159.9M2Charles Schwab→
B59SUMMIT WEALTH MANAGEMENT LLC
CRD 226722
OH$120.1M2Charles Schwab→
B59BELL CITY WEALTH, INC.
CRD 326354
OH$163.3M1Raymond James→
B58MCDONALD PARTNERS LLC
CRD 135414
OH$1.28B29E*Trade→
B58HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
CRD 282906
OH$76.6M—Fidelity→
B58WINSLOW ASSET MANAGEMENT INC
CRD 106337
OH$626.7M1E*Trade→
B58CORRADO ADVISORS, LLC
CRD 111721
NJ$252.8M6Charles Schwab→
B58TALARA CAPITAL MANAGEMENT, LLC
CRD 158866
NJ$317.6M—U.S. Bank→
B58SKA FINANCIAL SERVICES,INC.
CRD 107348
OH$159.1M1Charles Schwab→
B58ALTMAN INVESTMENT MANAGEMENT LLC
CRD 113832
NJ$119.9M6Charles Schwab→
B58CAPITAL ASSET MANAGEMENT, INC.
CRD 120597
OH$199.5M2Fidelity→
B58WOLOSHIN INVESTMENT MANAGEMENT, LLC
CRD 132346
NJ$180.4M3Charles Schwab→
B58INFINITY WEALTH COUNSEL, LLC
CRD 171959
OH$151.9M2Charles Schwab→
B58JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
CRD 155392
NJ$161.7M15E*Trade→
B58SIGNATURE EQUITY PARTNERS, LLC
CRD 327455
OH$330.6M31Charles Schwab→
B57DEMMING FINANCIAL SERVICES CORP.
CRD 120106
OH$675.7M5Charles Schwab→
B57KEIDAN FINANCIAL CONSULTANTS LLC
CRD 108093
OH$574.9M2Pershing→
B57FIRST MASON FINANCIAL, LLC
CRD 145025
OH$185.7M1Charles Schwab→
B57GULFSTREAM CM, LLC
CRD 165459
NJ$244.2M4Pershing→
B57FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC
CRD 291484
OH$193.4M2Charles Schwab→
B57PRESTIGE WEALTH MANAGEMENT GROUP, LLC
CRD 127381
NJ$666.4M5Charles Schwab→
B57MULLOOLY ASSET MANAGEMENT, INC.
CRD 121184
NJ$455.6M4Charles Schwab→
B57KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
CRD 159811
OH$299.1M2Raymond James→
B57RETIREMENT PLANS, INC.
CRD 286214
OH$224.9M1E*Trade→
B57ALCYON WEALTH ADVISORS, LLC
CRD 334909
OH$356.5M3Fidelity→
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→
B56MIAMI VALLEY PORTFOLIO MANAGEMENT INC
CRD 106389
OH$218.6M4E*Trade→
B56MLP3, LLC
CRD 296314
NJ$248.1M2E*Trade→
B55VANWEELDEN WEALTH MANAGEMENT, LLC
CRD 290308
OH$136.5M3Charles Schwab→
B55GENEVA FINANCIAL GROUP LLC
CRD 331944
NJ$233.7M1E*Trade→
B55TSP CAPITAL MANAGEMENT GROUP, LLC
CRD 131889
NJ$553.3M2E*Trade→
B55FUTURE FINANCES INC
CRD 105190
OH$304.6M2E*Trade→
B55T.T.G. FINANCIAL, INC.
CRD 129004
OH$194.0M8Charles Schwab→
B55BPP WEALTH SOLUTIONS, LLC
CRD 166962
NJ$247.3M4Charles Schwab→
B55WARTHER PRIVATE WEALTH, LLC
CRD 125145
OH$371.3M2Charles Schwab→
B55SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
CRD 298315
NJ$454.2M5Charles Schwab→
B55M.K. BROWN WEALTH ADVISORY, LLC
CRD 121269
OH$165.5M1Raymond James→
B55TEPLITZ FINANCIAL GROUP LLC
CRD 122038
NJ$131.7M1Charles Schwab→
B54NEW VERNON ADVISERS LP
CRD 160231
NJ$902.1M—Pershing→
B54VENTURE INVESTMENT MANAGEMENT CO., L.L.C.
CRD 160002
NJ$636.8M—Raymond James→
B54NVEST WEALTH STRATEGIES, INC.
CRD 139758
OH$236.7M3Charles Schwab→