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940 firms
ActiveState: VA×State: TN×State: OH×clear all
ScoreFirmStateAUMAdvisorsCustodian
B63OCTAGON FINANCE LLC
CRD 289850
VA$184.1M—E*Trade→
B62RICHWOOD INVESTMENT ADVISORS, LLC
CRD 153550
OH$155.1M1Charles Schwab→
B61PRIVATE WEALTH MANAGEMENT, INC.
CRD 120823
TN$832.5M2Charles Schwab→
B61BRANDON FINANCIAL PLANNING, INC.
CRD 110267
TN$434.9M2Charles Schwab→
B61HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
CRD 116670
VA$357.2M3Charles Schwab→
B61STRATEGIC PLANNING, INC.
CRD 139648
OH$376.6M1Charles Schwab→
B61HARDY & HARDY CO LLC
CRD 145088
OH$269.4M2LPL Financial→
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→
B59SEVEN HILLS CAPITAL ADVISORS, LLC
CRD 175280
OH$130.0M1E*Trade→
B59CAMELOT PORTFOLIOS, LLC
CRD 145918
OH$272.2M3E*Trade→
B59STRATEGIC WEALTH PARTNERS LLC
CRD 336564
TN$101.7M2E*Trade→
B59FINANCIAL COUNSELING, INC.
CRD 119969
OH$100.1M3Charles Schwab→
B59MONETARY SOLUTIONS, LTD.
CRD 121217
OH$139.7M3Charles Schwab→
B59SUMMIT WEALTH MANAGEMENT LLC
CRD 226722
OH$120.1M2Charles Schwab→
B59BELL CITY WEALTH, INC.
CRD 326354
OH$163.3M1Raymond James→
B59CHARMARLINE WEALTH MANAGEMENT LLC
CRD 336719
VA$118.8M1Charles Schwab→
B58MCDONALD PARTNERS LLC
CRD 135414
OH$1.28B29E*Trade→
B58HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
CRD 282906
OH$76.6M—Fidelity→
B58HARREN EQUITY PARTNERS, LLC
CRD 158494
VA$201.4M—E*Trade→
B58WINSLOW ASSET MANAGEMENT INC
CRD 106337
OH$626.7M1E*Trade→
B58WESTBOURNE INVESTMENTS, INC.
CRD 37499
VA$276.4M5Charles Schwab→
B58SKA FINANCIAL SERVICES,INC.
CRD 107348
OH$159.1M1Charles Schwab→
B58CAPITAL ASSET MANAGEMENT, INC.
CRD 120597
OH$199.5M2Fidelity→
B58INFINITY WEALTH COUNSEL, LLC
CRD 171959
OH$151.9M2Charles Schwab→
B58TRINITY CAPITAL MANAGEMENT, LLC
CRD 289583
TN$164.5M2Raymond James→
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→
B58SIGNATURE EQUITY PARTNERS, LLC
CRD 327455
OH$330.6M31Charles Schwab→
B571787FP INVESTMENT SERVICES, LLC
CRD 328273
VA$9.1M—E*Trade→
B57DEMMING FINANCIAL SERVICES CORP.
CRD 120106
OH$675.7M5Charles Schwab→
B57MEMPHIS CAPITAL MANAGEMENT, LLC
CRD 134522
TN$268.6M2E*Trade→
B57NFC INVESTMENTS, LLC
CRD 132844
TN$2.14B2Raymond James→
B57SOLAS BIOVENTURES MANAGEMENT, LLC
CRD 322344
TN$165.0M—E*Trade→
B57KEIDAN FINANCIAL CONSULTANTS LLC
CRD 108093
OH$574.9M2Pershing→
B57CAMPBELL ASSET MANAGEMENT, LLC
CRD 125052
TN$146.0M3Charles Schwab→
B57FIRST MASON FINANCIAL, LLC
CRD 145025
OH$185.7M1Charles Schwab→
B57WEALTHTRAK CAPITAL MANAGEMENT, L.L.C.
CRD 160057
VA$195.4M5Charles Schwab→
B57FUTURE FINANCIAL WEALTH MANAGEMENT GROUP, LLC
CRD 291484
OH$193.4M2Charles Schwab→
B57BROOKS, MOORE & ASSOCIATES, INC.
CRD 105716
TN$348.9M3Charles Schwab→
B57KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
CRD 159811
OH$299.1M2Raymond James→
B57RETIREMENT PLANS, INC.
CRD 286214
OH$224.9M1E*Trade→
B57ALCYON WEALTH ADVISORS, LLC
CRD 334909
OH$356.5M3Fidelity→
B57NEWSOUTH CAPITAL MANAGEMENT INC
CRD 110676
TN$2.21B7E*Trade→
B56FOREFRONT ASSET MANAGEMENT, LLC
CRD 281118
VA$136.9M3Raymond James→
B56MIAMI VALLEY PORTFOLIO MANAGEMENT INC
CRD 106389
OH$218.6M4E*Trade→
B56OMEGA WEALTH MANAGEMENT LLC
CRD 132580
VA$309.7M4E*Trade→