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1,347 firms
ActiveState: AL×State: OR×State: UT×State: MA×State: MN×clear all
ScoreFirmStateAUMAdvisorsCustodian
A87AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
CRD 309943
MA$166.3M3Fidelity→
A78TOTAL WEALTH ADVISORS, LLC
CRD 164633
MN$107.2M2Charles Schwab→
A75INVESTMENT MANAGEMENT TRUST, LLC
CRD 129456
MA$123.5M1Charles Schwab→
A75BANNERSTONE CAPITAL MANAGEMENT, LLC
CRD 147447
MN$155.3M3Charles Schwab→
A75FBD ASSET MGMT, LLC
CRD 307216
MN$76.8M1Charles Schwab→
A75FMA WEALTH MANAGEMENT, LLC
CRD 313049
MA$174.0M1Charles Schwab→
A75TROTT BROOK FINANCIAL, INC.
CRD 290962
MN$120.5M1Fidelity→
A74BROADWATER CAPITAL MANAGEMENT LLC
CRD 125509
MA$161.0M1E*Trade→
A74GARRETT NAGLE & CO., INC.
CRD 7071
MA$98.4M2E*Trade→
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo→
A73TEALWOOD ASSET MANAGEMENT INC
CRD 105245
MN$365.4M5Charles Schwab→
A72COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
OR$110.5M2Charles Schwab→
A72TWIN GRYPHON ADVISORS LLC
CRD 297264
MA$126.5M1Fidelity→
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab→
A71LEGACY FINANCIAL ADVISORS CORPORATION
CRD 115384
MN$317.7M2Charles Schwab→
A71ENCORE WEALTH ADVISORS, LLC
CRD 336566
MN$121.7M1Charles Schwab→
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A70JOSH ARNOLD INVESTMENT CONSULTANT, LLC
CRD 163088
MN$142.1M2E*Trade→
A69ALBERT D MASON INC
CRD 107412
MA$210.6M4Charles Schwab→
A69ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
OR$211.7M11Charles Schwab→
A69RADIUS WEALTH MANAGEMENT, INC.
CRD 168159
MA$158.7M2Charles Schwab→
A69PERKINS CAPITAL MANAGEMENT INC
CRD 105028
MN$139.0M1E*Trade→
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab→
A68TIMBUKTU CAPITAL MANAGEMENT, LLC
CRD 131084
MA$98.6M1Charles Schwab→
A68FENTON GREGORY COLEMAN
CRD 133301
MA$194.8M1Fidelity→
A68NORTH FORTY TWO & CO.
CRD 148417
OR$167.9M1Charles Schwab→
A68KALEEL INVESTMENT ADVISORS, LLC
CRD 131216
MA$145.4M2E*Trade→
A68BTS ASSET MANAGEMENT INC
CRD 105215
MA$144.8M11E*Trade→
A66PARK STATE ASSET MANAGEMENT LLC
CRD 336573
MA$192.4M4Charles Schwab→
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade→
A66ENTREPRENEURSHARES LLC
CRD 153615
MA$50.4M1E*Trade→
A66NEEDHAM R B ADVISORY CORP
CRD 105378
MA$102.4M1Charles Schwab→
A66LONE PEAK ADVISERS, LLC
CRD 296772
UT$125.4M8Charles Schwab→
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade→
A66SLAYTON LEWIS INC
CRD 114596
UT$334.4M2E*Trade→
A65BOYD FINANCIAL STRATEGIES, INC.
CRD 107505
MA$139.6M3Charles Schwab→
A65SUCCESSFUL MONEY STRATEGIES INC
CRD 109829
MA$227.1M1Charles Schwab→
A65NEW ENGLAND SCHOONER, INC.
CRD 129552
MA$165.2M4Pershing→
A65MOORE FINANCIAL ADVISORS, LTD.
CRD 130421
MA$127.2M5Fidelity→
A65PSC FINANCIAL LLC
CRD 172054
MN$135.1M2LPL Financial→
A65FAMILY PARTNERS CAPITAL, LLC
CRD 304176
MA$92.3M2Charles Schwab→
A65BUTTERWORTH FINANCIAL LLC
CRD 325026
MA$103.3M1LPL Financial→
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6M—E*Trade→
B64IRONWOOD INVESTMENT MANAGEMENT, LLC
CRD 108467
MA$278.2M2Charles Schwab→
B64SOMERSET GROUP LLC
CRD 160282
MN$145.6M3Charles Schwab→
B64FAIRFIELD FINANCIAL ADVISORS LTD
CRD 106408
MA$333.2M2Charles Schwab→
B64GREENBERG GARY LOUIS
CRD 108423
MN$141.1M1E*Trade→
B63EPILOG PARTNERS, LP.
CRD 325368
MA$181.6M—E*Trade→
B63NEW ENGLAND FINANCIAL PLANNING GROUP, LLC
CRD 105254
MA$246.1M3Raymond James→
B63S CAPITAL WEALTH ADVISORS, LLC
CRD 172591
MN$127.5M3Charles Schwab→