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374 firms
ActiveState: OR×State: AL×State: SC×clear all
ScoreFirmStateAUMAdvisorsCustodian
B55IVY EVERGREEN, LLC
CRD 324430
SC$155.0M—E*Trade→
B55PACIFIC COAST INVESTMENT ADVISORS, LLC
CRD 137963
OR$122.2M1Charles Schwab→
B54NORRIS FINANCIAL GROUP, LLC
CRD 129422
SC$353.0M3Pershing→
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab→
B54TENBRIDGE PARTNERS LLC
CRD 159378
OR$110.0M4Charles Schwab→
B54CAPITOL FAMILY OFFICE, INC.
CRD 312005
OR$136.1M2Charles Schwab→
B54TRADEWINDS ASSET MANAGEMENT, LLC
CRD 323879
OR$135.1M3Charles Schwab→
B54SAMARA INVESTMENT MANAGEMENT, LLC
CRD 336178
OR$123.0M2Charles Schwab→
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3M—Charles Schwab→
B53DEFINED WEALTH MANAGEMENT, LLC
CRD 306779
OR$254.0M3Fidelity→
B53ROOTED FINANCIAL GROUP, LLC
CRD 335302
OR$108.7M2Charles Schwab→
B52HURLEY FINANCIAL GROUP, INC.
CRD 108983
OR$406.5M15E*Trade→
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab→
B52STOKES CAPITAL ADVISORS, LLC
CRD 281278
SC$499.4M1Charles Schwab→
B52EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
CRD 313103
OR$808.9M—Pershing→
B52WALLICK INVESTMENTS, LLC
CRD 162976
SC$126.5M3Charles Schwab→
B52PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
CRD 171321
OR$235.4M3Charles Schwab→
B52KINWELL LLC
CRD 290449
SC$214.7M2Charles Schwab→
B52PEOPLE MAKE THE DIFFERENCE, INC.
CRD 159443
AL$111.6M2Charles Schwab→
B51AUXIER ASSET MANAGEMENT LLC
CRD 107980
OR$946.1M6Charles Schwab→
B51PREISZ ASSOCIATES, INC.
CRD 144469
OR$701.7M9LPL Financial→
B51MONEY MANAGEMENT SERVICES, INC.
CRD 106832
AL$442.7M5Pershing→
B51CWC ADVISORS, LLC
CRD 127739
OR$445.3M5Charles Schwab→
B50PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
CRD 107777
OR$758.3M4Charles Schwab→
B50SQN VENTURE PARTNERS, LLC
CRD 301483
SC$137.3M—E*Trade→
B50TRU INDEPENDENCE ASSET MANAGEMENT, LLC
CRD 168256
OR$336.9M8Raymond James→
C50CCM INVESTMENT ADVISERS, LLC
CRD 105743
SC$1.55B8Charles Schwab→
C49OCEANSIDE ADVISORS LLC
CRD 170307
SC$191.3M4Charles Schwab→
C49COPIA WEALTH MANAGEMENT, LLC
CRD 281873
OR$157.5M4Charles Schwab→
C49METIS WEALTH MANAGEMENT & PLANNING LLC
CRD 305086
SC$114.9M2Charles Schwab→
C49HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
CRD 106454
AL$424.4M2Charles Schwab→
C49BROOKLINE INVESTMENTS, INC.
CRD 109239
AL$281.5M2Charles Schwab→
C49HILTON HEAD FINANCIAL ADVISORS, INC.
CRD 140249
SC$375.1M1Charles Schwab→
C49QUEST INVESTMENT MANAGEMENT, LLC
CRD 110640
OR$1.71B6E*Trade→
C48CHARLESTON FINANCIAL ADVISORS, LLC
CRD 137536
SC$262.4M2Charles Schwab→
C48BEERS KIGHT FINANCIAL ADVISORS, LLC
CRD 160286
SC$179.4M1Charles Schwab→
C48APPROACH RETIREMENT ADVISORS, LLC
CRD 166221
AL$227.5M2Charles Schwab→
C48INMAN FINANCIAL SERVICES, INC.
CRD 297414
OR$197.5M3Charles Schwab→
C48WAGNER FINANCIAL, LLC
CRD 318448
OR$144.7M1Pershing→
C48TRUST ADVISORY GROUP LTD
CRD 106926
AL$313.5M20Charles Schwab→
C48THE H GROUP, INC.
CRD 106801
OR$580.1M—Charles Schwab→
C48PANORAMIC CAPITAL PARTNERS LLC
CRD 331349
OR$392.7M6Charles Schwab→
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab→
C47MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD 135759
SC$225.7M3Charles Schwab→
C47CLS FINANCIAL ADVISORS, INC.
CRD 152892
OR$192.0M3Charles Schwab→
C47NEWBORE WEALTH MANAGEMENT, INC.
CRD 306441
OR$200.0M2LPL Financial→
C47PEREGRINE ASSET ADVISERS, INC.
CRD 115738
OR$611.0M6Charles Schwab→
C47MENGIS CAPITAL MANAGEMENT, INC.
CRD 117127
OR$903.5M6Charles Schwab→
C47CGC FINANCIAL SERVICES, LLC
CRD 155446
OR$875.8M5Charles Schwab→
C47M HOLDINGS SECURITIES, INC.
CRD 43285
OR$3.21B50Charles Schwab→