SourcingSourcing
Filters4▾
1,283 firms
ActiveState: VA×State: TN×State: OK×State: MA×clear all
ScoreFirmStateAUMAdvisorsCustodian
B64JJSA ADVISORS, LTD.
CRD 116460
VA$154.3M2E*Trade→
B64PACTOLUS PRIVATE WEALTH MANAGEMENT LLC
CRD 155195
VA$187.8M6Fidelity→
B63EPILOG PARTNERS, LP.
CRD 325368
MA$181.6M—E*Trade→
B63DIVERSIFIED PARTNERS INC
CRD 109570
TN$155.1M—Fidelity→
B63OCTAGON FINANCE LLC
CRD 289850
VA$184.1M—E*Trade→
B63NEW ENGLAND FINANCIAL PLANNING GROUP, LLC
CRD 105254
MA$246.1M3Raymond James→
B62SAVIOR LLC
CRD 299178
MA$140.2M5Charles Schwab→
B62ROCKY HILL ADVISORS INC.
CRD 123242
MA$102.4M4—→
B62MRM-HORIZON ADVISORS, LLC
CRD 130585
MA$403.5M4Fidelity→
B62IBS CAPITAL LLC
CRD 160585
MA$123.0M—Pershing→
B62BETRO MILESZKO & COMPANY, LLC
CRD 145184
MA$144.8M2Charles Schwab→
B62NOBSCOT INVESTMENT MANAGEMENT LLC
CRD 283289
MA$164.2M1Fidelity→
B62ADAPTATION FINANCIAL ADVISORS INC.
CRD 309192
OK$233.6M4Charles Schwab→
B61O'ROURKE & COMPANY, INCORPORATED
CRD 132481
MA$555.1M3E*Trade→
B61COVALENT PARTNERS LLC
CRD 140494
MA$117.3M—Goldman Sachs→
B61PRIVATE WEALTH MANAGEMENT, INC.
CRD 120823
TN$832.5M2Charles Schwab→
B61ESSEX PRIVATE WEALTH MANAGEMENT LLC
CRD 149991
MA$330.5M4Fidelity→
B61PROFICIENT WEALTH COUNSELORS, LLC
CRD 152640
MA$146.9M1Charles Schwab→
B61THE SHER WEALTH MANAGEMENT GROUP, INC.
CRD 172369
MA$145.6M2LPL Financial→
B61CHARLES RIVER WEALTH MANAGEMENT, LLC
CRD 288017
MA$110.3M1Raymond James→
B61BLUEBIRD WEALTH MANAGEMENT LLC
CRD 293420
MA$154.0M3Charles Schwab→
B61BRANDON FINANCIAL PLANNING, INC.
CRD 110267
TN$434.9M2Charles Schwab→
B61STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.
CRD 114922
MA$2.84B1E*Trade→
B61HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
CRD 116670
VA$357.2M3Charles Schwab→
B60SEAPORT GLOBAL ADVISORS, LLC
CRD 154287
MA$46.3M1E*Trade→
B60OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
CRD 306851
OK$4.3M1Charles Schwab→
B60MCGINN PENNINGER INVESTMENT MANAGEMENT INC.
CRD 107396
VA$204.4M4E*Trade→
B60OT MANAGEMENT, LLC
CRD 284192
MA$232.4M—E*Trade→
B60LB PARTNERS LLC
CRD 309088
VA$191.3M—Interactive Brokers→
B60ORVIETO PARTNERS, L.P.
CRD 313475
MA$179.6M—Morgan Stanley→
B60GHE, LLC
CRD 125245
TN$252.6M3Charles Schwab→
B60TIMBER CREEK CAPITAL MANAGEMENT, LLC
CRD 146220
MA$636.8M3Fidelity→
B60ALDEBARAN FINANCIAL INC
CRD 105741
TN$222.8M3Charles Schwab→
B59EXCHANGE PLACE ADVISORS, LLC
CRD 125240
MA$379.7M3E*Trade→
B59U. S. BOSTON CAPITAL CORPORATION
CRD 5251
MA$359.8M18E*Trade→
B59STRATEGIC WEALTH PARTNERS LLC
CRD 336564
TN$101.7M2E*Trade→
B59CHARMARLINE WEALTH MANAGEMENT LLC
CRD 336719
VA$118.8M1Charles Schwab→
B58HARREN EQUITY PARTNERS, LLC
CRD 158494
VA$201.4M—E*Trade→
B58JMC MANAGEMENT, LLC
CRD 169235
MA$211.9M—E*Trade→
B58MAP FUNDS MANAGEMENT, LLC
CRD 165979
MA$25.8M—E*Trade→
B58WESTBOURNE INVESTMENTS, INC.
CRD 37499
VA$276.4M5Charles Schwab→
B58WOLFSTICH CAPITAL, LLC
CRD 146026
MA$162.1M1Charles Schwab→
B58SERVO WEALTH MANAGEMENT LLC
CRD 159367
OK$173.8M1Charles Schwab→
B58CONSTANT GUIDANCE FINANCIAL, LLC
CRD 172612
MA$198.0M1Charles Schwab→
B58REVO FINANCIAL, LLC
CRD 172646
OK$135.4M2Fidelity→
B58PERISSOS PRIVATE WEALTH MANAGEMENT, LLC
CRD 217514
OK$167.1M2Charles 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→