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451 firms
ActiveState: SC×State: MD×State: AL×clear all
ScoreFirmStateAUMAdvisorsCustodian
C48TRUST ADVISORY GROUP LTD
CRD 106926
AL$313.5M20Charles Schwab→
C48HUSSMAN STRATEGIC ADVISORS INC
CRD 109400
MD$617.4M—E*Trade→
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab→
C48GLR PARTNERS, LLC
CRD 334902
MD$260.7M3Charles Schwab→
C47MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD 135759
SC$225.7M3Charles Schwab→
C47BUTTONWOOD FINANCIAL ADVISORS, INC.
CRD 144926
MD$483.2M5Charles Schwab→
C47TRITONPOINT WEALTH, LLC
CRD 328398
MD$1.55B10Charles Schwab→
C47THINAGEE INVESTMENTS INC.
CRD 165054
MD$265.4M1Charles Schwab→
C47GEF MANAGEMENT CORPORATION
CRD 107208
MD$116.0M—Wells Fargo→
C47OAK STREET ADVISORS INC
CRD 139400
SC$126.2M2—→
C46THOMA CAPITAL MANAGEMENT LLC
CRD 120139
MD$310.1M2Charles Schwab→
C46NAVIANT PARTNERS, LLC
CRD 339108
AL$177.3M2Charles Schwab→
C46FRONTLINE HEALTHCARE PARTNERS, LLC
CRD 311770
SC$168.1M—E*Trade→
C46BULL HARBOR CAPITAL LLC.
CRD 324995
MD$354.8M29Charles Schwab→
C46PROFIT INVESTMENT MANAGEMENT, LLC
CRD 110294
MD$26.8M—E*Trade→
C46TOWN CAPITAL, LLC
CRD 299341
MD$168.8M1Charles Schwab→
C46MCKINNEY CAPITAL, LLC
CRD 315545
AL$91.0M—E*Trade→
C45VICTORIA CAPITAL MANAGEMENT, INC.
CRD 107665
SC$305.5M3Charles Schwab→
C45TUCKER JR., DOUGLAS, RAY
CRD 298292
AL$339.0M3Charles Schwab→
C45INDEPENDENT ACCESS PARTNERS, LLC
CRD 305842
MD$256.9M—E*Trade→
C45L. K. BENSON & COMPANY, P.C.
CRD 107908
MD$446.2M2Charles Schwab→
C45IVY LEAGUE FINANCIAL ADVISORS LLC
CRD 119145
MD$188.7M3Charles Schwab→
C45SHERMAN WEALTH MANAGEMENT LLC
CRD 281093
MD$160.3M3Charles Schwab→
C45MAGNOLIA WEALTH MANAGEMENT LLC
CRD 297598
AL$183.3M2Charles Schwab→
C45CARROLL INVESTORS, INC.
CRD 311180
SC$221.4M2Raymond James→
C45BLALOCK WILLIAMS, LLC
CRD 325465
AL$242.6M2Charles Schwab→
C45AXIENT INVESTMENT ADVISORS LLC
CRD 336722
AL$454.0M13Pershing→
C45THOMPSON WEALTH SOLUTIONS, LLC
CRD 338023
MD$172.1M2Fidelity→
C44QP CONSULTING, LLC
CRD 129601
MD$559.6M4Charles Schwab→
C44ACCORDANT ADVISORY GROUP, INC.
CRD 117474
MD$278.0M2Raymond James→
C44CATAWBA RIVER CAPITAL
CRD 134217
SC$325.1M6Fidelity→
C44RCS FINANCIAL PLANNING, LLC
CRD 291678
MD$281.0M2Charles Schwab→
C44BONAVENTURE CAPITAL, LLC
CRD 120780
AL$493.8M2Charles Schwab→
C44BERMAN MCALEER, LLC
CRD 332906
MD$1.82B13Fidelity→
C44GENEROUSWEALTH, LLC
CRD 308263
SC$110.4M2—→
C44PARK LANE ADVISORS, LLC
CRD 338445
AL$623.9M—Fidelity→
C44BLUE MARLIN HOLDCO LLC
CRD 313892
MD$52.7M—E*Trade→
C44CONCORDE FINANCIAL RESOURCES I INC.
CRD 117836
SC$231.0M2Fidelity→
C44GRITSTONE ASSET MANAGEMENT LLC
CRD 298500
MD$114.9M3Pershing→
C44CROMWELL INVESTMENT ADVISORS, LLC
CRD 314411
MD$368.9M—BNY Mellon→
C44MOORE WEALTH LLC
CRD 323374
MD$156.9M3E*Trade→
C43LAW & ASSOCIATES INC
CRD 105350
MD$326.6M3Raymond James→
C43BONTEMPO OHLY CAPITAL MANAGEMENT, LLC
CRD 132804
MD$405.7M5Charles Schwab→
C43GLASSY MOUNTAIN ADVISORS, INC.
CRD 314937
MD$369.8M6Charles Schwab→
C43COASTAL WEALTH ADVISORS, LLC
CRD 174574
SC$106.6M2—→
C43OAKWORTH ASSET MANAGEMENT, LLC
CRD 335388
AL$846.3M21E*Trade→
C43PLANVEST FINANCIAL, INC.
CRD 290306
MD$175.9M6Charles Schwab→
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial→
C43VULCAN VALUE PARTNERS LLC
CRD 151190
AL$6.08B9Northern Trust→
C43PERMANENS CAPITAL L.P.
CRD 157476
SC$4.02B4Charles Schwab→