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342 firms
ActiveState: SC×State: TN×clear all
ScoreFirmStateAUMAdvisorsCustodian
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab→
B5312TH STREET ASSET MANAGEMENT LLC
CRD 153528
TN$621.6M4Raymond James→
B53JEFFERSON BRIDGE CAPITAL, LLC
CRD 325636
TN$146.2M3Charles Schwab→
B53THE NALLS SHERBAKOFF GROUP, LLC
CRD 168239
TN$337.1M3Charles Schwab→
B53BLONG FINANCIAL, LLC
CRD 164746
TN$202.0M2Charles Schwab→
B53W ADVISORS LLC
CRD 168452
TN$244.9M2Charles Schwab→
B53COORDINATED WEALTH MANAGEMENT, L.L.C.
CRD 141348
TN$113.9M1Charles Schwab→
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab→
B52STOKES CAPITAL ADVISORS, LLC
CRD 281278
SC$499.4M1Charles Schwab→
B52WALLICK INVESTMENTS, LLC
CRD 162976
SC$126.5M3Charles Schwab→
B52KINWELL LLC
CRD 290449
SC$214.7M2Charles Schwab→
B52GEN CAP AMERICA, INC.
CRD 160042
TN$212.6M—E*Trade→
B51TRUSCO INVESTMENT MANAGEMENT, LLC
CRD 285736
TN$107.0M2—→
B51REMORA CAPITAL MANAGEMENT, LLC
CRD 316160
TN$268.6M—E*Trade→
B51LEXINGTON FINANCIAL/LIFE MANAGEMENT, LLC
CRD 127618
TN$106.8M2E*Trade→
B51PLANROCK INVESTMENT MANAGEMENT, LLC
CRD 304803
TN$71.0M5E*Trade→
B51LECONTE WEALTH MANAGEMENT, LLC
CRD 168539
TN$346.8M7Charles Schwab→
B50MISSION VALUE PARTNERS, LLC
CRD 153704
TN$303.2M—State Street→
B50SQN VENTURE PARTNERS, LLC
CRD 301483
SC$137.3M—E*Trade→
C50STRATEGIC ADVISORY SERVICES, LLC
CRD 287984
TN$201.2M8LPL Financial→
C50LEGACY WEALTH MANAGEMENT INC
CRD 108619
TN$2.66B16Charles Schwab→
C50CCM INVESTMENT ADVISERS, LLC
CRD 105743
SC$1.55B8Charles Schwab→
C49OCEANSIDE ADVISORS LLC
CRD 170307
SC$191.3M4Charles Schwab→
C49METIS WEALTH MANAGEMENT & PLANNING LLC
CRD 305086
SC$114.9M2Charles Schwab→
C49HILTON HEAD FINANCIAL ADVISORS, INC.
CRD 140249
SC$375.1M1Charles Schwab→
C49HMS CAPITAL MANAGEMENT, LLC
CRD 149764
TN$281.9M6Charles Schwab→
C49B. RILEY WEALTH PRIVATE SHARES, LLC
CRD 315851
TN$47.6M3E*Trade→
C48FRAZEE INVESTMENT CONSULTING, INC.
CRD 123662
TN$195.5M5Charles Schwab→
C48CHARLESTON FINANCIAL ADVISORS, LLC
CRD 137536
SC$262.4M2Charles Schwab→
C48BEERS KIGHT FINANCIAL ADVISORS, LLC
CRD 160286
SC$179.4M1Charles Schwab→
C48PHAROS CAPITAL GROUP, LLC
CRD 158849
TN$629.6M—Fidelity→
C48JASON W. QUALLS
CRD 159192
TN$112.5M1—→
C48ANCHOR HEALTH CAPITAL, LLC
CRD 309949
TN$166.0M—Fidelity→
C48WEAVER C. BARKSDALE & ASSOCIATES, INC.
CRD 105098
TN$3.44B9E*Trade→
C47MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD 135759
SC$225.7M3Charles Schwab→
C47TRUEHAVEN CAPITAL, LLC
CRD 332005
TN$62.3M2Charles Schwab→
C47CHICKASAW CAPITAL MANAGEMENT, LLC
CRD 127398
TN$2.55B14U.S. Bank→
C47CALDWELL ADVISORS, LLC
CRD 144408
TN$351.4M6LPL Financial→
C47OAK STREET ADVISORS INC
CRD 139400
SC$126.2M2—→
C46MARTIN & COMPANY, INC
CRD 108718
TN$1.65B6E*Trade→
C46FRONTLINE HEALTHCARE PARTNERS, LLC
CRD 311770
SC$168.1M—E*Trade→
C461819 PARTNERS, LLC
CRD 326601
TN$207.1M1E*Trade→
C46THOROUGHBRED FINANCIAL SERVICES, LLC
CRD 47893
TN$4.04B44E*Trade→
C45EUDAIMONIA ASSET MANAGEMENT, LLC
CRD 299379
TN$246.9M1E*Trade→
C45VICTORIA CAPITAL MANAGEMENT, INC.
CRD 107665
SC$305.5M3Charles Schwab→
C45SHAYNE & JACOBS, LLC
CRD 109423
TN$429.5M2Charles Schwab→
C45TYNER CAPITAL MANAGEMENT INVESTMENT COUNSEL, INC.
CRD 113586
TN$277.3M1Charles Schwab→
C45TEMPLETON & PHILLIPS CAPITAL MANAGEMENT, LLC
CRD 149101
TN$314.2M—Fidelity→
C45DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC
CRD 286575
TN$144.9M3Raymond James→
C45CARROLL INVESTORS, INC.
CRD 311180
SC$221.4M2Raymond James→