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18,217 firms
ScoreFirmStateAUMAdvisorsCustodian
A75MERRITHEW & THORSTEN, INC.
CRD 133563
CA$155.0M2Pershing→
A75ASPETUCK FINANCIAL MANAGEMENT LLC
CRD 134500
CT$178.3M1Charles Schwab→
A75CURTIS FINANCIAL PLANNING, LLC
CRD 136785
—$163.5M1Charles Schwab→
A75ALEXANDER CAPITAL ADVISORS, LLC
CRD 140508
CT$104.2M1Charles Schwab→
A75VIDA WEALTH PARTNERS, INC.
CRD 140824
CA$129.6M1Fidelity→
A75SUNDOWNER CAPITAL MANAGEMENT LLC
CRD 146253
—$99.7M1Charles Schwab→
A75BANNERSTONE CAPITAL MANAGEMENT, LLC
CRD 147447
MN$155.3M3Charles Schwab→
A75WATKINSON CAPITAL ADVISORS LLC
CRD 151862
PA$124.2M3Charles Schwab→
A75ABERNATHY GROUP II LLC
CRD 152401
NY$80.2M1Charles Schwab→
A75TOLLEFSON AND COMPANY INVESTMENT MANAGEMENT LLC
CRD 153092
—$113.7M1Charles Schwab→
A75SERAPHIM CAPITAL MANAGEMENT, LLC
CRD 170976
—$63.0M1LPL Financial→
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A75NETWORK INVESTMENT ADVISORS INCORPORATED
CRD 290927
NY$57.4M—Charles Schwab→
A75FBD ASSET MGMT, LLC
CRD 307216
MN$76.8M1Charles Schwab→
A75FMA WEALTH MANAGEMENT, LLC
CRD 313049
MA$174.0M1Charles Schwab→
A75INVESTOR'S ADVANTAGE L.L.C.
CRD 315773
—$98.7M1Charles Schwab→
A75WERLEMANN SECURITIES LLC
CRD 317777
CA$110.0M1Charles Schwab→
A75COMPREHENSIVE CAPITAL MANAGEMENT, INC.
CRD 119890
NJ$77.5M8Pershing→
A75ERISA ADVISERS, INC.
CRD 170487
TN$187.1M1Charles Schwab→
A75JAFFE ASSET MANAGEMENT LLC
CRD 108082
CA$116.2M1—→
A75PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)
CRD 109965
LA$156.4M2Pershing→
A75TERRA NOVA ASSET MANAGEMENT LLC
CRD 111676
NY$220.2M2Fidelity→
A75MILLER GLOBAL INVESTMENTS, L.L.C.
CRD 114683
TX$199.4M2Charles Schwab→
A75ARBOR FINANCIAL SERVICES, LLC
CRD 150713
IL$122.2M4LPL Financial→
A75GLOBAL WEALTH MANAGEMENT, LLC
CRD 153677
NJ$245.7M3Charles Schwab→
A75TROTT BROOK FINANCIAL, INC.
CRD 290962
MN$120.5M1Fidelity→
A75SYNTAX RESEARCH, INC.
CRD 151948
FL$202.9M1E*Trade→
A74ST. JOHN & ASSOCIATES, INC.
CRD 124778
GA$128.4M3E*Trade→
A74GLOBAL STRATEGIC MANAGEMENT INC
CRD 105985
PR$221.6M1E*Trade→
A74HENRY JAMES INTERNATIONAL MANAGEMENT, INC.
CRD 169293
NY$402.4M1E*Trade→
A74PETERSON FINANCIAL SERVICES LLC
CRD 106127
CO$124.0M1E*Trade→
A74ROBERT PRISKE, LLC
CRD 108072
HI$219.9M1E*Trade→
A74STEVEN FELDSTEIN & ASSOCIATES
CRD 109022
—$160.0M1E*Trade→
A74GARLIKOV ADVISORS INC
CRD 112352
OH$207.6M3E*Trade→
A74HIGLEY, JAMES, W.
CRD 118961
—$179.5M1E*Trade→
A74BROADWATER CAPITAL MANAGEMENT LLC
CRD 125509
MA$161.0M1E*Trade→
A74LESA SROUFE & COMPANY, INC.
CRD 130232
WA$207.3M4E*Trade→
A74DOUCET ASSET MANAGEMENT, LLC
CRD 141546
LA$120.8M2E*Trade→
A74TRIMARC WEALTH MANAGEMENT LLC
CRD 163336
—$232.3M1E*Trade→
A74RABE INVESTMENT CONSULTING GROUP
CRD 316029
OH$129.9M2E*Trade→
A74MON CAPITAL MANAGEMENT LLC
CRD 333785
NY$95.0M1E*Trade→
A74GARRETT NAGLE & CO., INC.
CRD 7071
MA$98.4M2E*Trade→
A74PORTFOLIO STRATEGIES INC
CRD 104685
WA$50.2M3Charles Schwab→
A74SASSER INVESTMENT MANAGEMENT, INC.
CRD 110886
CA$120.1M4Charles Schwab→
A74SUMNICHT & ASSOCIATES, LLC
CRD 111421
WI$107.9M2Fidelity→
A74OPTIMAL CAPITAL ADVISORS, LLC
CRD 144719
MI$119.9M2Fidelity→
A74MAIDSTONE WEALTH MANAGEMENT, LLC
CRD 291873
NY$27.4M1E*Trade→
A73FEE-ONLY FINANCIAL PLANNING, L.C.
CRD 108365
—$404.4M3Charles Schwab→
A73CAPITAL MANAGEMENT SERVICES, INC.
CRD 118260
MO$145.2M7Charles Schwab→
A73ADAMS ASSET ADVISORS LLC
CRD 120573
TX$839.4M2Fidelity→