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342 firms
ActiveState: SC×State: TN×clear all
ScoreFirmStateAUMAdvisorsCustodian
C44MCBREARTY CAPITAL MANAGEMENT INC
CRD 108972
TN$279.7M2Charles Schwab→
C44CATAWBA RIVER CAPITAL
CRD 134217
SC$325.1M6Fidelity→
C44EFINANCIAL ALLIANCE, LLC
CRD 161352
TN$291.9M4Charles Schwab→
C44TIGEROAK MANAGEMENT, LLC
CRD 330640
TN$481.2M6E*Trade→
C44GENEROUSWEALTH, LLC
CRD 308263
SC$110.4M2—→
C44BELLWETHER INVESTMENT GROUP, LLC
CRD 148114
TN$155.1M6Raymond James→
C44J. MARK NICKELL & CO.
CRD 111635
TN$146.4M3Charles Schwab→
C44DELTA ASSET MANAGEMENT, LLC
CRD 113688
TN$1.53B6Charles Schwab→
C44CONCORDE FINANCIAL RESOURCES I INC.
CRD 117836
SC$231.0M2Fidelity→
C43IRONHORSE CAPITAL LLC
CRD 148572
TN$120.5M2E*Trade→
C43MOON CAPITAL MANAGEMENT LLC
CRD 107612
TN$395.2M—Charles Schwab→
C43CRAVENS & COMPANY ADVISORS, LLC
CRD 130071
TN$311.1M3Charles Schwab→
C43COASTAL WEALTH ADVISORS, LLC
CRD 174574
SC$106.6M2—→
C43ROAN CAPITAL PARTNERS, LLC
CRD 293119
TN$152.0M4—→
C43FIELDER CAPITAL GROUP LLC
CRD 156737
TN$1.21B8Charles Schwab→
C43MARSH WEALTH MANAGEMENT, LLC
CRD 282111
TN$182.3M3Charles Schwab→
C43MALT PARTNERS MANAGEMENT LLC
CRD 337855
TN$36.3M—E*Trade→
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial→
C43PERMANENS CAPITAL L.P.
CRD 157476
SC$4.02B4Charles Schwab→
C43GREENSVIEW WEALTH MANAGEMENT LLC
CRD 297321
TN$121.1M—E*Trade→
C42EVERGREEN ADVISORS, LLC
CRD 149861
TN$522.8M2Charles Schwab→
C42OAK ADVISORS, LLC
CRD 137192
SC$284.7M6Charles Schwab→
C42VISIONARY HORIZONS, LLC
CRD 150483
TN$396.7M15Charles Schwab→
C42SENTRY, LLC
CRD 150593
TN$2.33B3Charles Schwab→
C42SOUTHERNSUN ASSET MANAGEMENT LLC
CRD 154572
TN$749.4M1E*Trade→
C42WALNUT GROVE CAPITAL PARTNERS, LP
CRD 300721
TN$226.3M—E*Trade→
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial→
C42B. RILEY WEALTH ADVISORS, INC.
CRD 115927
TN$4.21B50Fidelity→
C42ILS ADVISORY SERVICES, LLC
CRD 333054
TN$1.58B—E*Trade→
C42PRESERVER PARTNERS LLC
CRD 152356
TN$175.7M—Interactive Brokers→
C41COUNCILMARK ASSET MANAGEMENT, LLC
CRD 111748
TN$270.8M—Charles Schwab→
C41COASTLINE COMPLETE WEALTH LLC
CRD 338227
SC$213.6M2Raymond James→
C41CALYDON CAPITAL, LLC
CRD 285485
TN$3.58B7Charles Schwab→
C41ASHDON INVESTMENT MANAGEMENT, LLC
CRD 130180
TN$425.1M2E*Trade→
C41KEEN CAPITAL, LTD
CRD 145023
SC$179.7M4Charles Schwab→
C41WEALTH PRESERVATION ADVISORS, LLC
CRD 167518
TN$591.6M2Charles Schwab→
C41GROUND SWELL CAPITAL, LLC
CRD 159812
SC$949.2M6E*Trade→
C41BREACH INLET CAPITAL MANAGEMENT, LLC
CRD 282056
SC$227.7M1Goldman Sachs→
C41COVE CAPITAL MANAGEMENT INC.
CRD 284649
TN$247.5M—E*Trade→
C41CALLAWAY CAPITAL MANAGEMENT, LLC
CRD 285709
TN$211.3M—BNY Mellon→
C41WMG FINANCIAL ADVISORS, LLC
CRD 285824
TN$693.8M15Charles Schwab→
C41MRWM ADVISORS, LLC
CRD 288944
TN$431.7M3Raymond James→
C41CAPASSO PLANNING PARTNERS LLC
CRD 294673
SC$274.2M2Charles Schwab→
C41WORTHINGTON CAPITAL MANAGEMENT, LLC
CRD 305391
TN$41.2M—U.S. Bank→
C41VALOR FINANCIAL SERVICES, LLC
CRD 309377
TN$273.3M2Charles Schwab→
C40INTEGRITY CAPITAL MANAGEMENT LLC
CRD 142693
TN$180.5M4E*Trade→
C40RBG WEALTH ADVISORS LLC
CRD 319486
TN$154.8M4Charles Schwab→
C40DECKER WEALTH MANAGEMENT, LLC
CRD 150094
TN$566.2M7Charles Schwab→
C40E & R WEALTH MANAGEMENT, LLC
CRD 171271
SC$104.8M2—→
C40JACKSON FINANCIAL SERVICES, LLC
CRD 132252
SC$498.1M2Charles Schwab→