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496 firms
ActiveState: SC×State: CO×clear all
ScoreFirmStateAUMAdvisorsCustodian
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab→
B58FIT ASSET MANAGEMENT, LLC
CRD 281494
CO$147.4M3Charles Schwab→
B57CREDENTIALED WEALTH ADVISORS, LLC
CRD 312517
CO$139.8M3E*Trade→
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→
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers→
B56ASSET MANAGEMENT GROUP INVESTMENT CORP.
CRD 168369
CO$151.2M—Raymond James→
B56PEAK INVESTMENT ADVISORS, INC.
CRD 113967
CO$234.6M1Charles Schwab→
B56PRIMETRUST ADVISORS LLC
CRD 141625
SC$421.6M2E*Trade→
B56ICON ADVISERS, INC.
CRD 108268
CO$875.9M3Charles Schwab→
B56BULLSEYE ASSET MANAGEMENT LLC
CRD 153990
CO$183.9M2Goldman Sachs→
B55JFA ADVISORS, LLC
CRD 144039
SC$175.0M1—→
B55PULLIAM FAMILY OFFICE, LLC
CRD 338839
CO$141.7M2—→
B55SEAMOUNT FINANCIAL GROUP INC
CRD 107834
CO$745.2M6LPL Financial→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
B55PALLER FINANCIAL SERVICES, INC.
CRD 161531
CO$147.9M3Charles Schwab→
B55IVY EVERGREEN, LLC
CRD 324430
SC$155.0M—E*Trade→
B55ALPINE WEALTH ADVISORS, LLC
CRD 105433
CO$115.7M1Charles 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→
B54NORRIS FINANCIAL GROUP, LLC
CRD 129422
SC$353.0M3Pershing→
B54NAVIGATION WEALTH MANAGEMENT, INC.
CRD 282640
CO$103.2M8Charles Schwab→
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab→
B54DOWNING STREET WEALTH MANAGEMENT LLC
CRD 152983
CO$175.6M2Charles Schwab→
B54OUTBOUND FINANCIAL, INC.
CRD 287697
CO$151.2M1Charles Schwab→
B54ACORN CREEK CAPITAL LLC
CRD 325809
CO$488.7M4Fidelity→
B53325 FILLMORE LLC
CRD 287625
CO$103.8M—U.S. Bank→
B53AETHER INVESTMENT PARTNERS, LLC
CRD 149742
CO$1.14B—E*Trade→
B53LOYD FINANCIAL MANAGEMENT INC.
CRD 112236
CO$133.5M2Charles Schwab→
B53BUTLER FINANCIAL SERVICES, INC.
CRD 118244
CO$154.7M2Charles Schwab→
B53HOFFMANN HERMANSON LLC
CRD 130484
CO$183.0M2Charles Schwab→
B53SEASON INVESTMENTS, LLC
CRD 158070
CO$159.7M3Charles Schwab→
B53WEST END WEALTH MANAGEMENT, LLC
CRD 234791
CO$170.4M2Charles Schwab→
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab→
B52STOKES CAPITAL ADVISORS, LLC
CRD 281278
SC$499.4M1Charles Schwab→
B52INFINIUM INVESTMENT ADVISORS, LLC
CRD 149123
CO$131.4M2Fidelity→
B52WALLICK INVESTMENTS, LLC
CRD 162976
SC$126.5M3Charles Schwab→
B52KINWELL LLC
CRD 290449
SC$214.7M2Charles Schwab→
B52JPL WEALTH MANAGEMENT, LLC
CRD 328474
CO$587.9M4Charles Schwab→
B52RIDGEGATE ADVISORS, LLC
CRD 334233
CO$119.0M7Charles Schwab→
B51WEALTH ENGINEERS, LLC
CRD 168578
CO$117.6M2—→
B51M4A3 LLC
CRD 336172
CO$322.0M1Charles Schwab→
B51RAMSAY STATTMAN VELA & PRICE INC
CRD 105156
CO$778.5M5Charles Schwab→
B51INVESTMENT RESEARCH CORP
CRD 108208
CO$76.3M17E*Trade→
B51BRANZAN INVESTMENT ADVISORS, INC.
CRD 120783
CO$114.8M5Charles Schwab→
B51CIMARRON WEALTH MANAGEMENT, INC.
CRD 299627
CO$327.3M10LPL Financial→