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652 firms
ActiveState: MA×clear all
ScoreFirmStateAUMAdvisorsCustodian
C49REDWOOD INVESTMENTS, LLC
CRD 133028
MA$710.1M4Charles Schwab→
C49MINOT DEBLOIS ADVISORS LLC
CRD 140170
MA$2.04B1Fidelity→
C49ALGORITHMIC INVESTMENT MODELS, LLC
CRD 306354
MA$87.8M7LPL Financial→
C49NAPIER FINANCIAL, LLC
CRD 336725
MA$550.1M8LPL Financial→
C48MCINTYRE, FREEDMAN & FLYNN INVESTMENT ADVISERS, INC.
CRD 105522
MA$172.0M1Charles Schwab→
C48ETRE LLC
CRD 121355
MA$216.8M1Fidelity→
C48TRAUB CAPITAL MANAGEMENT, LLC
CRD 136851
MA$210.8M3Charles Schwab→
C48O.F.O. PARTNERS, LLC
CRD 297424
MA$110.0M1—→
C48BAIN CAPITAL PUBLIC EQUITY, LP
CRD 145650
MA$242.2M—Goldman Sachs→
C48ANCHOR CAPITAL ADVISORS LLC
CRD 105540
MA$2.37B17LPL Financial→
C48DONOGHUE FORLINES LLC
CRD 285403
MA$370.5M1Charles Schwab→
C48FELIS ADVANTAGE, LP
CRD 335282
MA$150.0M——→
C48SCALYR TECHNOLOGIES INC.
CRD 326836
MA$190K—E*Trade→
C48TWIN OAK ETF COMPANY
CRD 330365
MA$566.1M—E*Trade→
C47FLYING POINT FINANCIAL, INC.
CRD 107915
MA$206.7M3Raymond James→
C47USA MUTUALS ADVISORS, INC.
CRD 131750
MA$73.7M1E*Trade→
C47FINARC INVESTMENTS, INC.
CRD 166571
MA$187.6M2Charles Schwab→
C47FORNESS FINANCIAL LLC
CRD 172473
MA$202.8M3Charles Schwab→
C47CLARITY RETIREMENT & WEALTH, LLC
CRD 337718
MA$139.5M1Charles Schwab→
C47APEX INVESTMENT GROUP, LLC
CRD 333593
MA$211.1M5Charles Schwab→
C47RNC RIA LLC
CRD 336740
MA$50.6M13Charles Schwab→
C47CONTRAVISORY INVESTMENT MANAGEMENT, INC.
CRD 109767
MA$701.7M5Charles Schwab→
C47PEAK FINANCIAL MANAGEMENT INC
CRD 110559
MA$534.4M24Charles Schwab→
C47EXCALIBUR MANAGEMENT CORP
CRD 110836
MA$712.1M12Charles Schwab→
C47SIHARUM ADVISORS, LLC
CRD 147957
MA$687.5M2Charles Schwab→
C47BYRNE FINANCIAL FREEDOM, LLC
CRD 167893
MA$546.4M6LPL Financial→
C47ABBOT FINANCIAL MANAGEMENT, INC
CRD 111040
MA$303.0M3E*Trade→
C47ESSEX INVESTMENT MANAGEMENT COMPANY, LLC
CRD 109962
MA$712.7M—State Street→
C47FINANCIALLY IN TUNE, LLC
CRD 156200
MA$326.2M4Charles Schwab→
C47HERITAGE WEALTH MANAGEMENT, INC.
CRD 159158
MA$153.2M2Charles Schwab→
C47SF ADVISERS, LLC
CRD 316518
MA$172.5M—E*Trade→
C47NEW ENGLAND RETIREMENT CONSULTANTS, LLC
CRD 141573
MA$2.11B4E*Trade→
C46SCHWERIN BOYLE CAPITAL MANAGEMENT INC
CRD 105004
MA$1.21B4Charles Schwab→
C46GAME CREEK CAPITAL, LP
CRD 158973
MA$329.0M—Morgan Stanley→
C46CADENCE WEALTH MANAGEMENT LLC
CRD 155080
MA$448.0M6Charles Schwab→
C46SIRIOS CAPITAL MANAGEMENT, L.P.
CRD 160580
MA$937.5M—Goldman Sachs→
C46JULEX CAPITAL MANAGEMENT, LLC
CRD 166053
MA$246.7M1E*Trade→
C46E.P.G., INCORPORATED
CRD 106821
MA$3.20B4E*Trade→
C46INNOVATIVE ADVISORY GROUP, LLC
CRD 146618
MA$194.0M9Charles Schwab→
C46EAST BRIDGE CAPITAL MANAGEMENT LP
CRD 167207
MA$442.3M—Morgan Stanley→
C46SIGNAL RIDGE CAPITAL PARTNERS, LLC
CRD 167576
MA$113.6M4—→
C46GOVERMAN FINANCIAL SOLUTIONS, LLC
CRD 130397
MA$171.9M2Charles Schwab→
C45SVB WEALTH LLC
CRD 172832
MA$3.10B50Charles Schwab→
C45MARATHON WEALTH ADVISORS, LLC
CRD 338006
MA$307.8M4Fidelity→
C45WEALTH EFFECTS LLC
CRD 315244
MA$472.0M8Fidelity→
C45BOSTONPREMIER WEALTH, LLC
CRD 282268
MA$525.2M8E*Trade→
C45SAWYER & CO INC
CRD 112849
MA$320.1M3Charles Schwab→
C45LIONSTONE PARTNERS, LLC
CRD 160214
MA$224.4M—E*Trade→
C45MASSACHUSETTS WEALTH MANAGEMENT, LLC
CRD 160235
MA$301.5M2Charles Schwab→
C45DARDANELLES CAPITAL LP
CRD 323067
MA$114.2M—E*Trade→