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360 firms
ActiveState: UT×State: AL×State: SC×clear all
ScoreFirmStateAUMAdvisorsCustodian
B55LARSEN, GLEN ALLEN
CRD 118496
UT$146.6M—Charles Schwab→
B54NORRIS FINANCIAL GROUP, LLC
CRD 129422
SC$353.0M3Pershing→
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab→
B53WESTWOOD GLOBAL INVESTMENTS LLC
CRD 125012
UT$9.47B3Northern Trust→
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3M—Charles 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→
B52PEOPLE MAKE THE DIFFERENCE, INC.
CRD 159443
AL$111.6M2Charles Schwab→
B51NORTH CAPITAL, INC.
CRD 148802
UT$292.6M11Charles Schwab→
B51CACHETECH INC.
CRD 327688
UT$547.4M3Charles Schwab→
B51FINANCIAL NETWORK WEALTH ADVISORS LLC
CRD 318842
UT$515.4M6Charles Schwab→
B51THISTLE CREEK CAPITAL, LLC
CRD 331449
UT$161.0M—E*Trade→
B51MONEY MANAGEMENT SERVICES, INC.
CRD 106832
AL$442.7M5Pershing→
B51COIGN CAPITAL ADVISORS LLC
CRD 171306
UT$472.9M7Charles Schwab→
B50SQN VENTURE PARTNERS, LLC
CRD 301483
SC$137.3M—E*Trade→
B50CANNON CAPITAL MANAGEMENT, INC.
CRD 144247
UT$386.1M3Charles Schwab→
B50BLUE DIAMOND CAPITAL INVESTMENT ADVISORS, LLC
CRD 333059
UT$301.4M2E*Trade→
C50ALTA CAPITAL MANAGEMENT LLC
CRD 106786
UT$1.60B12Charles Schwab→
C50JACOBSEN CAPITAL MANAGEMENT, LLC
CRD 116085
UT$562.9M3Charles 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→
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→
C49SORENSON IMPACT ADVISORY, LLC
CRD 324124
UT$255.1M1Fidelity→
C49NAVIGATE FINANCIAL LLC
CRD 325945
UT$337.9M2Charles Schwab→
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→
C48JRS WEALTH MANAGEMENT LLC
CRD 306294
UT$135.0M2—→
C48FIDUCIARY ADVISORS, LLC
CRD 104189
UT$520.2M1E*Trade→
C48TRUST ADVISORY GROUP LTD
CRD 106926
AL$313.5M20Charles Schwab→
C48WASATCH VENTURE MANAGEMENT, LLC
CRD 326762
UT$337.3M—E*Trade→
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab→
C47MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD 135759
SC$225.7M3Charles Schwab→
C47SUN FINANCIAL, INC.
CRD 333404
UT$217.5M3Charles Schwab→
C47PERIOPE, LC
CRD 144256
UT$177.2M3E*Trade→
C47DIAMOND WEALTH MANAGEMENT, LLC
CRD 288603
UT$212.0M6Charles Schwab→
C47OAK STREET ADVISORS INC
CRD 139400
SC$126.2M2—→
C46NAVIANT PARTNERS, LLC
CRD 339108
AL$177.3M2Charles Schwab→
C46FRONTLINE HEALTHCARE PARTNERS, LLC
CRD 311770
SC$168.1M—E*Trade→
C46COTTONWOOD CAPITAL ADVISORS, LLC
CRD 311272
UT$279.0M2Wells Fargo→
C46MCKINNEY CAPITAL, LLC
CRD 315545
AL$91.0M—E*Trade→
C45VICTORIA CAPITAL MANAGEMENT, INC.
CRD 107665
SC$305.5M3Charles Schwab→
C45TUCKER JR., DOUGLAS, RAY
CRD 298292
AL$339.0M3Charles Schwab→
C45JACOBS EQUITY
CRD 147725
UT$133.2M3Charles Schwab→
C45MAGNOLIA WEALTH MANAGEMENT LLC
CRD 297598
AL$183.3M2Charles Schwab→