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18,217 firms
ScoreFirmStateAUMAdvisorsCustodian
A73REIK & CO., LLC
CRD 142414
NY$322.1M4Fidelity→
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo→
A73COKER & PALMER, INC.
CRD 29163
MS$126.3M8E*Trade→
A73TROTTA, JOHN (NMN)
CRD 125537
NY$135.0M3E*Trade→
A73BARLOW, LINDA, ANN
CRD 111643
CA$239.6M—Charles Schwab→
A73ALEXANDER RANDOLPH ADVISORY INC
CRD 106024
VA$403.9M2Charles Schwab→
A73FINANCIAL ASSET MANAGEMENT CORP
CRD 106643
NY$436.2M3Charles Schwab→
A73AURORA INVESTMENT COUNSEL
CRD 107460
GA$252.7M2Charles Schwab→
A73MURPHY MIDDLETON HINKLE & PARKER, INC.
CRD 107861
GA$435.3M2Charles Schwab→
A73SUMMIT FINANCIAL ADVISORS, INC.
CRD 145007
OH$199.4M5Charles Schwab→
A73UP CAPITAL MANAGEMENT, INC.
CRD 164692
—$212.6M2Charles Schwab→
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade→
A73TEALWOOD ASSET MANAGEMENT INC
CRD 105245
MN$365.4M5Charles Schwab→
A73REUTEMANN FINANCIAL SOLUTIONS, INC.
CRD 153247
MD$251.6M6Charles Schwab→
A73TAGLICH BROTHERS, INC.
CRD 29102
NY$37.7M1E*Trade→
A72JRP CAPITAL CORP
CRD 106285
OH$108.5M—E*Trade→
A72WULFF, HANSEN & CO.
CRD 908
CA$144.8M10Charles Schwab→
A72TIMECAPITAL INVESTOR ADVISORY SERVICES INC
CRD 105672
NY$232.1M4Pershing→
A72DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD 108232
PA$123.2M3Charles Schwab→
A72LUCIEN STIRLING & GRAY ADVISORY GROUP INC
CRD 112641
TX$146.6M3Fidelity→
A72FINANCIAL COUNSELING ASSOCIATES, INC.
CRD 115123
—$103.5M2Charles Schwab→
A72APPALACHIAN CAPITAL MANAGEMENT LTD
CRD 120038
OH$175.3M2Charles Schwab→
A72SEACREST INVESTMENT MANAGEMENT, LLC
CRD 143670
NY$110.9M3Charles Schwab→
A72BRIDGELIGHT CAPITAL LLC
CRD 154920
AZ$136.4M3Charles Schwab→
A72AUREUM WEALTH MANAGEMENT, LLC
CRD 272027
FL$150.6M3Charles Schwab→
A72ACT CAPITAL MANAGEMENT, LLC
CRD 307272
PA$163.9M—Fidelity→
A72WFA OF SAN DIEGO, LLC
CRD 307404
CA$206.9M2Charles Schwab→
A72SECURE PLANNING, LLC
CRD 42179
NH$187.0M6Charles Schwab→
A72DELTA CAPITAL MANAGEMENT LLC
CRD 106248
NJ$240.2M1Charles Schwab→
A72CORNERSTONE INVESTMENT ADVISORS, LLC
CRD 116447
CO$180.8M2Charles Schwab→
A72GROESBECK INVESTMENT MANAGEMENT CORP
CRD 106679
NJ$54.7M2E*Trade→
A72OLD ROCK ASSET MANAGEMENT LLC
CRD 145748
—$191.6M—E*Trade→
A72RUSSELL CAPITAL MANAGEMENT, LLC
CRD 109513
KY$275.0M4Charles Schwab→
A72SPARROW CAPITAL MANAGEMENT INC
CRD 106616
MO$113.3M1Charles Schwab→
A72MOUNT VERNON ASSOCIATES INC
CRD 107099
MD$232.5M1Charles Schwab→
A72MONEY MANAGEMENT CONCEPTS, INC.
CRD 111485
FL$119.6M2Charles Schwab→
A72INTEGRATED BENEFITS, INCORPORATED
CRD 112518
—$101.3M2Charles Schwab→
A72JCT INVESTMENT COUNSEL, INC.
CRD 112571
OH$129.1M1Charles Schwab→
A72ODA AND COMPANY, INC.
CRD 119952
OH$125.6M2—→
A72D C VOSS & COMPANY, LLC
CRD 123392
—$232.9M1Charles Schwab→
A72SUMMIT PLANNING GROUP, INC.
CRD 125994
NY$111.0M1Charles Schwab→
A72INSTITUTIONAL INVESTMENT ADVISORS CORP
CRD 126055
NY$105.2M1Charles Schwab→
A72GARDEN STATE RETIREMENT SPECIALISTS, LLC
CRD 128414
NJ$109.3M2Pershing→
A72STAWNYCHY FINANCIAL SERVICES, INC.
CRD 128859
NJ$131.2M1Charles Schwab→
A72SNOW FINANCIAL MANAGEMENT, LLC
CRD 131068
—$97.6M3Charles Schwab→
A72COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
OR$110.5M2Charles Schwab→
A72MCCORMACK FINANCIAL PLANNING INC.
CRD 136857
GA$115.7M3Pershing→
A72CYPRESS ASSET MANAGEMENT, INC.
CRD 145415
—$152.8M2Charles Schwab→
A72PINGORA PARTNERS LLC
CRD 148262
TX$199.4M1Charles Schwab→
A72HAVEN CAPITAL GROUP, INC.
CRD 149641
CA$143.9M1Charles Schwab→