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921 firms
ActiveState: VA×State: TN×State: AZ×State: OR×clear all
ScoreFirmStateAUMAdvisorsCustodian
B61RETIREMENT CONSULTING GROUP, INC.
CRD 311184
OR$457.0M2Charles Schwab→
B61INTRINSIC VALUE PARTNERS, LLC
CRD 165214
AZ$220.6M2Charles Schwab→
B61MEIXLER INVESTMENT MANAGEMENT, LTD.
CRD 168223
AZ$228.4M1Charles Schwab→
B61LEVIN FUNDING GROUP LLC
CRD 170087
AZ$215.4M1Charles Schwab→
B61OREGON PACIFIC WEALTH MANAGEMENT, LLC
CRD 283958
OR$156.3M4Charles Schwab→
B61PHILIP O. JOHNSON & COMPANY, LTD.
CRD 104621
AZ$301.0M2Fidelity→
B61BRANDON FINANCIAL PLANNING, INC.
CRD 110267
TN$434.9M2Charles Schwab→
B61HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
CRD 116670
VA$357.2M3Charles Schwab→
B60MCGINN PENNINGER INVESTMENT MANAGEMENT INC.
CRD 107396
VA$204.4M4E*Trade→
B60LB PARTNERS LLC
CRD 309088
VA$191.3M—Interactive Brokers→
B60GHE, LLC
CRD 125245
TN$252.6M3Charles Schwab→
B60ALDEBARAN FINANCIAL INC
CRD 105741
TN$222.8M3Charles Schwab→
B59C2C WEALTH MANAGEMENT, LLC
CRD 284148
AZ$179.8M1Charles Schwab→
B59UNION CAPITAL COMPANY
CRD 110301
AZ$150.0M13Charles Schwab→
B59STRATEGIC WEALTH PARTNERS LLC
CRD 336564
TN$101.7M2E*Trade→
B59SUMMA GLOBAL ADVISORS, LLC
CRD 148713
OR$144.1M2Charles Schwab→
B59WILLAMETTE FINANCIAL ADVISORS, LLC
CRD 173482
OR$117.5M2Charles Schwab→
B59CHARMARLINE WEALTH MANAGEMENT LLC
CRD 336719
VA$118.8M1Charles Schwab→
B58HARREN EQUITY PARTNERS, LLC
CRD 158494
VA$201.4M—E*Trade→
B58WESTBOURNE INVESTMENTS, INC.
CRD 37499
VA$276.4M5Charles Schwab→
B58BLEDSOE ASSET MANAGEMENT, LLC
CRD 145943
AZ$189.0M5Charles Schwab→
B58LARRY MATHIS FINANCIAL PLANNING, L.L.C.
CRD 172858
AZ$212.8M5Charles Schwab→
B58SPAHN WEALTH & RETIREMENT LLC
CRD 285932
AZ$181.4M1Charles Schwab→
B58TRINITY CAPITAL MANAGEMENT, LLC
CRD 289583
TN$164.5M2Raymond James→
B58PEARL WEALTH LLC
CRD 299508
OR$156.3M2Charles Schwab→
B58CLEARVIEW WEALTH ADVISORS, LLC
CRD 305737
OR$201.8M2Charles Schwab→
B58SPECTRUM FINANCIAL INC
CRD 105618
VA$236.5M2E*Trade→
B58INVESTMENT MANAGEMENT CORPORATION
CRD 107246
VA$191.2M3E*Trade→
B58CHESAPEAKE INVESTMENT MANAGEMENT LLC
CRD 119010
VA$205.0M7E*Trade→
B57RESQ INVESTMENT PARTNERS, LLC
CRD 169528
AZ$65.8M—E*Trade→
B571787FP INVESTMENT SERVICES, LLC
CRD 328273
VA$9.1M—E*Trade→
B57MEMPHIS CAPITAL MANAGEMENT, LLC
CRD 134522
TN$268.6M2E*Trade→
B5744 WEALTH MANAGEMENT LLC
CRD 309647
OR$487.4M4Fidelity→
B57NFC INVESTMENTS, LLC
CRD 132844
TN$2.14B2Raymond James→
B57PRAVATI CAPITAL LLC
CRD 300435
AZ$173.7M—E*Trade→
B57SOLAS BIOVENTURES MANAGEMENT, LLC
CRD 322344
TN$165.0M—E*Trade→
B57CAMPBELL ASSET MANAGEMENT, LLC
CRD 125052
TN$146.0M3Charles Schwab→
B57WEALTH MANAGEMENT SOLUTIONS, LLC
CRD 127517
AZ$172.6M3Charles Schwab→
B57VORA WEALTH MANAGEMENT, PLLC
CRD 153559
AZ$74.8M—Charles Schwab→
B57WEALTHTRAK CAPITAL MANAGEMENT, L.L.C.
CRD 160057
VA$195.4M5Charles Schwab→
B57SPRINGWATER WEALTH MANAGEMENT, LLC
CRD 167539
OR$203.9M2Charles Schwab→
B57SPIRIT WEST ADVISORS, LLC
CRD 285314
AZ$111.1M1Charles Schwab→
B57THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
CRD 140551
AZ$538.8M1Charles Schwab→
B57BROOKS, MOORE & ASSOCIATES, INC.
CRD 105716
TN$348.9M3Charles Schwab→
B57BILTMORE WEALTH MANAGEMENT, LLC
CRD 151365
AZ$439.6M3Charles Schwab→
B57NEWSOUTH CAPITAL MANAGEMENT INC
CRD 110676
TN$2.21B7E*Trade→
B56FOREFRONT ASSET MANAGEMENT, LLC
CRD 281118
VA$136.9M3Raymond James→
B56TAURUM RETIREMENT PARTNERS, LLC
CRD 282017
AZ$155.9M2Charles Schwab→
B56CAPSTONE WEALTH ADVISORS, LLC
CRD 287670
OR$102.4M2Charles Schwab→
B56HIGHROAD WEALTH ADVISORS, LLC
CRD 331566
OR$188.5M3Altruist→