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360 firms
ActiveState: SC×State: MD×clear all
ScoreFirmStateAUMAdvisorsCustodian
B54MERITIS WEALTH MANAGEMENT, INC.
CRD 336539
MD$224.4M3Raymond James→
B53AMERICAN FINANCIAL MANAGEMENT, LTD.
CRD 111016
MD$31.6M2Charles Schwab→
B53POINTER FINANCIAL ADVISORS LLC
CRD 326745
MD$176.4M2Charles Schwab→
B52ARROW INVESTMENT ADVISORS, LLC
CRD 139652
MD$377.3M—E*Trade→
B52WIDMANN FINANCIAL SERVICES, INC.
CRD 289106
MD$466.8M6E*Trade→
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab→
B52TORRAY INVESTMENT PARTNERS LLC
CRD 105818
MD$750.1M4Charles Schwab→
B52STOKES CAPITAL ADVISORS, LLC
CRD 281278
SC$499.4M1Charles Schwab→
B52WAYPOINT WEALTH MANAGEMENT, LLC
CRD 155574
MD$242.5M1Charles Schwab→
B52WALLICK INVESTMENTS, LLC
CRD 162976
SC$126.5M3Charles Schwab→
B52ADVOCATE INVESTING SERVICES, LLC
CRD 273035
MD$186.6M5LPL Financial→
B52KINWELL LLC
CRD 290449
SC$214.7M2Charles Schwab→
B52HZ INVESTMENTS INC.
CRD 312268
MD$591.4M1Charles Schwab→
B52VALUEWEALTH SERVICES, LLC
CRD 304049
MD$319.0M5E*Trade→
B51MACROVIEW INVESTMENT MANAGEMENT LLC
CRD 149621
MD$387.1M4Charles Schwab→
B51ASSET STRATEGY CONSULTANTS LLC
CRD 110800
MD$5.16B5E*Trade→
B51MARATHON CAPITAL MANAGEMENT LLC
CRD 119416
MD$790.1M5Charles Schwab→
B51KENDALL CAPITAL MANAGEMENT
CRD 134740
MD$743.9M8Charles Schwab→
B51ATCAP PARTNERS, LLC
CRD 158214
MD$195.5M25E*Trade→
B51JEMMA INVESTMENT ADVISORS LLC
CRD 284198
MD$139.8M5E*Trade→
B51HERGENROEDER FINANCIAL ADVISORS, INC.
CRD 121278
MD$304.5M4LPL Financial→
B50SQN VENTURE PARTNERS, LLC
CRD 301483
SC$137.3M—E*Trade→
C50CCM INVESTMENT ADVISERS, LLC
CRD 105743
SC$1.55B8Charles Schwab→
C49OCEANSIDE ADVISORS LLC
CRD 170307
SC$191.3M4Charles Schwab→
C49PARTNERSHIP WEALTH MANAGEMENT, LLC
CRD 285718
MD$234.9M2Charles Schwab→
C49METIS WEALTH MANAGEMENT & PLANNING LLC
CRD 305086
SC$114.9M2Charles Schwab→
C49HILTON HEAD FINANCIAL ADVISORS, INC.
CRD 140249
SC$375.1M1Charles Schwab→
C48CHARLESTON FINANCIAL ADVISORS, LLC
CRD 137536
SC$262.4M2Charles Schwab→
C48BEERS KIGHT FINANCIAL ADVISORS, LLC
CRD 160286
SC$179.4M1Charles Schwab→
C48CHAPIN DAVIS, INC
CRD 28116
MD$642.8M25Wells Fargo→
C48BESTGATE WEALTH ADVISORS, LLC
CRD 301639
MD$162.4M3Charles Schwab→
C48BLUEPRINT WEALTH MANAGEMENT INC.
CRD 325099
MD$190.0M1Charles Schwab→
C48HUSSMAN STRATEGIC ADVISORS INC
CRD 109400
MD$617.4M—E*Trade→
C48GLR PARTNERS, LLC
CRD 334902
MD$260.7M3Charles Schwab→
C47MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD 135759
SC$225.7M3Charles Schwab→
C47BUTTONWOOD FINANCIAL ADVISORS, INC.
CRD 144926
MD$483.2M5Charles Schwab→
C47TRITONPOINT WEALTH, LLC
CRD 328398
MD$1.55B10Charles Schwab→
C47THINAGEE INVESTMENTS INC.
CRD 165054
MD$265.4M1Charles Schwab→
C47GEF MANAGEMENT CORPORATION
CRD 107208
MD$116.0M—Wells Fargo→
C47OAK STREET ADVISORS INC
CRD 139400
SC$126.2M2—→
C46THOMA CAPITAL MANAGEMENT LLC
CRD 120139
MD$310.1M2Charles Schwab→
C46FRONTLINE HEALTHCARE PARTNERS, LLC
CRD 311770
SC$168.1M—E*Trade→
C46BULL HARBOR CAPITAL LLC.
CRD 324995
MD$354.8M29Charles Schwab→
C46PROFIT INVESTMENT MANAGEMENT, LLC
CRD 110294
MD$26.8M—E*Trade→
C46TOWN CAPITAL, LLC
CRD 299341
MD$168.8M1Charles Schwab→
C45VICTORIA CAPITAL MANAGEMENT, INC.
CRD 107665
SC$305.5M3Charles Schwab→
C45INDEPENDENT ACCESS PARTNERS, LLC
CRD 305842
MD$256.9M—E*Trade→
C45L. K. BENSON & COMPANY, P.C.
CRD 107908
MD$446.2M2Charles Schwab→
C45IVY LEAGUE FINANCIAL ADVISORS LLC
CRD 119145
MD$188.7M3Charles Schwab→
C45SHERMAN WEALTH MANAGEMENT LLC
CRD 281093
MD$160.3M3Charles Schwab→