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18,217 firms
ScoreFirmStateAUMAdvisorsCustodian
A72MAIN LINE GROUP WEALTH MANAGEMENT, LLC
CRD 150964
—$122.5M1Charles Schwab→
A72RSD ADVISORS, LLC
CRD 152447
—$78.1M1Altruist→
A72FORTY THREE EIGHTEEN ADVISORS, LLC
CRD 157712
AR$167.8M1Charles Schwab→
A72WELLS FINANCIAL MANAGEMENT, LLC
CRD 158030
NC$132.7M1Charles Schwab→
A72CLEMENT STREET CAPITAL LLC
CRD 159684
IL$141.0M2Charles Schwab→
A72BARRETT WEALTH CONNECTION LLC
CRD 161020
IL$148.0M2Charles Schwab→
A72MAXELE ADVISORS, LLC
CRD 165129
MO$201.6M1Fidelity→
A72BLUEPRINT WEALTH MANAGEMENT ADVISORS LLC
CRD 166264
—$138.4M1Charles Schwab→
A72WASHINGTON GROWTH STRATEGIES LLC
CRD 171774
DC$247.2M1Charles Schwab→
A72VERSATILE CAPITAL MANAGEMENT L.L.C.
CRD 173611
IL$130.1M2—→
A72ROYAL CAPITAL WEALTH MANAGEMENT LLC
CRD 292217
—$204.2M2Charles Schwab→
A72TWIN GRYPHON ADVISORS LLC
CRD 297264
MA$126.5M1Fidelity→
A72WARM SPRINGS ADVISORS INC.
CRD 306501
CA$131.3M2Charles Schwab→
A72ARGUS EQUITY PARTNERS, LLC
CRD 306518
—$58.7M2Charles Schwab→
A72PECONIC ASSET PLANNING, INC.
CRD 310121
NY$64.6M1Charles Schwab→
A721102 PARTNERS, LLC
CRD 313536
—$114.5M1—→
A72LEIBMAN FINANCIAL SERVCES, INC.
CRD 323120
NE$173.1M5LPL Financial→
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab→
A72LONGEVITY CAPITAL MANAGEMENT LLC
CRD 328283
CA$184.2M1Charles Schwab→
A72PAYNE CAPITAL LLC
CRD 329458
—$170.9M1—→
A72M3 WEALTH MANAGEMENT, LLC
CRD 335612
OH$160.2M2Charles Schwab→
A71CROWN ADVISORS MANAGEMENT, INC.
CRD 109720
CA$197.8M—Goldman Sachs→
A71LEGACY FINANCIAL ADVISORS CORPORATION
CRD 115384
MN$317.7M2Charles Schwab→
A71WEALTH-BUILDERS, INC.
CRD 116987
—$113.2M1Charles Schwab→
A71MUNICIPAL ASSET MANAGEMENT INC
CRD 108320
NY$112.8M3Wells Fargo→
A71FOCUS 401 (K) GROUP, LLC
CRD 172217
TX$169.9M2Fidelity→
A71CAPITAL CONSULTING & ASSET MANAGEMENT, INC.
CRD 41438
NE$218.7M3E*Trade→
A71PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.
CRD 146928
—$169.2M1Charles Schwab→
A71VANN EQUITY MANAGEMENT LLC
CRD 174239
TX$231.2M6Charles Schwab→
A71ENCORE WEALTH ADVISORS, LLC
CRD 336566
MN$121.7M1Charles Schwab→
A71LEWIS FINANCIAL MANAGEMENT, LLC
CRD 116344
NC$338.7M3E*Trade→
A71AURORA PRIVATE WEALTH, INC.
CRD 281604
NJ$374.0M21Charles Schwab→
A71SAFE HARBOR ASSET MANAGEMENT, INC.
CRD 124787
NY$26.8M3Charles Schwab→
A71FUTURA ASSET ADVISORS LLC
CRD 136285
FL$114.8M1E*Trade→
A71PACIFIC VALUE, LLC
CRD 147086
ID$190.0M3E*Trade→
A71LIEBLONG & ASSOCIATES, INC.
CRD 42578
AR$197.9M4Wells Fargo→
A71INTERCAROLINA FINANCIAL SERVICES, INC.
CRD 19475
NC$85.4M31E*Trade→
A70NYE WEALTH MANAGEMENT LLC
CRD 170415
OH$107.7M—Charles Schwab→
A70CONSTITUTION CAPITAL LLC
CRD 310378
CT$241.3M3Fidelity→
A70LAKESIDE ADVISORS INC
CRD 104540
WA$412.2M3Pershing→
A70MONTGOMERY INVESTMENT MANAGEMENT INC
CRD 105417
MD$490.0M2Charles Schwab→
A70SCHUCHARD CAPITAL MANAGEMENT INC
CRD 105528
—$325.5M1Charles Schwab→
A70AMERICAN FINANCIAL & TAX STRATEGIES, INC.
CRD 115559
NY$279.4M1Charles Schwab→
A70HORRELL CAPITAL MANAGEMENT, INC.
CRD 115711
AR$435.1M1Charles Schwab→
A70GRANITE CAPITAL MANAGEMENT, LLC
CRD 141743
CA$314.6M2Charles Schwab→
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A70REDWOOD WEALTH MANAGEMENT GROUP, LLC
CRD 281741
NJ$317.2M—Charles Schwab→
A70TRANSPARENT WEALTH CONSULTING LLC
CRD 283193
NY$42.8M—Charles Schwab→
A70RANSOM ADVISORY, LTD
CRD 318747
—$317.9M1Charles Schwab→
A70Z3 CAPITAL PARTNERS, LLC
CRD 336791
VA$466.8M3Raymond James→