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380 firms
ActiveState: WA×State: AL×clear all
ScoreFirmStateAUMAdvisorsCustodian
B54GREYSTONE FINANCIAL & ESTATE SERVICES, INC.
CRD 318092
WA$117.1M2Charles Schwab→
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3M—Charles Schwab→
B53HFG ADVISORS, INC.
CRD 316446
WA$113.4M5Charles Schwab→
B53JOHNSON & SHUTE INVESTMENT ADVISORS, INC.
CRD 116667
WA$137.3M10Charles Schwab→
B53BYRNE & COMPANY WEALTH MANAGEMENT, LLC
CRD 160581
WA$142.9M1Charles Schwab→
B53DLK INVESTMENT ADVISORS, LLC
CRD 328897
WA$140.7M2Charles Schwab→
B53917 ADVISORY SERVICES LLC
CRD 331476
WA$167.5M3LPL Financial→
B53SUNRISE FINANCIAL SERVICES LLC
CRD 325955
WA$151.2M3E*Trade→
B52INVESTORS PORTFOLIO SERVICES LLC
CRD 117299
WA$238.8M3Charles Schwab→
B52MONSON WEALTH MANAGEMENT, INC.
CRD 169857
WA$149.5M1E*Trade→
B52PEOPLE MAKE THE DIFFERENCE, INC.
CRD 159443
AL$111.6M2Charles Schwab→
B51TRADEWINDS CAPITAL MANAGEMENT, LLC
CRD 145934
WA$727.3M8Charles Schwab→
B51NORTHERN CAPITAL MANAGEMENT, INC.
CRD 111379
WA$526.7M10Charles Schwab→
B51MONEY MANAGEMENT SERVICES, INC.
CRD 106832
AL$442.7M5Pershing→
B51SLOY, DAHL & HOLST, LLC
CRD 110102
WA$1.80B6Charles Schwab→
B51GEVERS WEALTH MANAGEMENT, LLC
CRD 340092
WA$223.7M3—→
B51ALLIANT SECURITIES, INC.
CRD 7726
WA$300.0M9Charles Schwab→
B50RAINIER INVESTMENT MANAGEMENT LLC
CRD 105556
WA$581.1M—E*Trade→
B50CAPRIA VENTURES LLC
CRD 284129
WA$161.0M—JPMorgan→
C50OLIVER CAPITAL MANAGEMENT, LLC
CRD 127606
WA$505.5M1Charles Schwab→
C50HOT CREEK CAPITAL, L.L.C.
CRD 162371
WA$135.7M1E*Trade→
C50R.L. EVANS CO. INC.
CRD 110699
WA$545.0M3Charles Schwab→
C50RICHARDS, MERRILL & PETERSON, INC.
CRD 713
WA$643.6M12Wells Fargo→
C49PALOUSE CAPITAL MANAGEMENT, INC.
CRD 104573
WA$408.5M4Charles Schwab→
C49HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
CRD 106454
AL$424.4M2Charles Schwab→
C49BROOKLINE INVESTMENTS, INC.
CRD 109239
AL$281.5M2Charles Schwab→
C49JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT
CRD 109542
WA$442.7M2Charles Schwab→
C49TIETON CAPITAL MANAGEMENT, LLC
CRD 135769
WA$314.0M2Charles Schwab→
C49AERIE ADVISORY GROUP LLC
CRD 333610
WA$618.1M3Charles Schwab→
C48APPROACH RETIREMENT ADVISORS, LLC
CRD 166221
AL$227.5M2Charles Schwab→
C48THE FAUSER GROUP, LLC
CRD 282351
WA$314.5M—Charles Schwab→
C48FINANCIAL FREEDOM FOR DENTISTS LLC
CRD 301981
WA$165.6M3Charles Schwab→
C48ILLUMINE INVESTMENT MANAGEMENT, LLC
CRD 311661
WA$215.2M3Charles Schwab→
C48KAIROS CAPITAL MANAGEMENT, LLC
CRD 150342
WA$105.9M1—→
C48TRUST ADVISORY GROUP LTD
CRD 106926
AL$313.5M20Charles Schwab→
C48MIDDLETON & COMPANY
CRD 284996
WA$131.3M2Charles Schwab→
C48SCHMIDT FINANCIAL MANAGEMENT, INC.
CRD 328247
WA$497.5M2Pershing→
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab→
C47BARKER WEALTH MANAGEMENT, LLC
CRD 226768
WA$240.6M2Charles Schwab→
C47UTA LLC
CRD 315427
WA$214.6M2Charles Schwab→
C47HELIUM ADVISORS LLC
CRD 282356
WA$233.8M5Charles Schwab→
C47CAPITAL PLANNING, LLC
CRD 169470
WA$617.7M5Charles Schwab→
C47JOHNSON BIXBY & ASSOCIATES, LLC
CRD 310839
WA$933.7M15Charles Schwab→
C47GARDE CAPITAL, INC.
CRD 151043
WA$2.65B9Charles Schwab→
C47NORTHWEST ADMINISTRATORS INC
CRD 106544
WA$114.8M4E*Trade→
C47D'ANNUNZIO CONSULTING GROUP, LLC
CRD 144422
WA$1.90B2Charles Schwab→
C47OPTIMIST RETIREMENT GROUP, LLC
CRD 119086
WA$245.3M3Charles Schwab→
C47NORTHERN CAPITAL RETIREMENT SERVICES, INC.
CRD 163327
WA$304.2M10Charles Schwab→
C47ARMOUR WEALTH ADVISORS, LLC
CRD 306171
WA$110.4M2—→
C46WAFD WEALTH, INC
CRD 337346
WA$348.1M8Goldman Sachs→