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502 firms
ActiveState: AL×State: OR×State: UT×State: OK×clear all
ScoreFirmStateAUMAdvisorsCustodian
A80COMPREHENSIVE FINANCIAL PLANNING INC
CRD 109822
OK$176.0M1Charles Schwab→
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo→
A72COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
OR$110.5M2Charles Schwab→
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab→
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A69ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
OR$211.7M11Charles Schwab→
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab→
A68NORTH FORTY TWO & CO.
CRD 148417
OR$167.9M1Charles Schwab→
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade→
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→
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6M—E*Trade→
B62SMEDLEY FINANCIAL SERVICES INC
CRD 110870
UT$341.8M6E*Trade→
B62ADAPTATION FINANCIAL ADVISORS INC.
CRD 309192
OK$233.6M4Charles Schwab→
B61KEELER THOMAS MANAGEMENT LLC
CRD 109522
UT$305.5M5Charles Schwab→
B61WELLSPRING ADVISORS, INC.
CRD 147861
OR$152.2M2E*Trade→
B61RETIREMENT CONSULTING GROUP, INC.
CRD 311184
OR$457.0M2Charles Schwab→
B61LANDMARK WEALTH ADVISORS, LLC
CRD 166989
UT$135.9M2Charles Schwab→
B61OREGON PACIFIC WEALTH MANAGEMENT, LLC
CRD 283958
OR$156.3M4Charles Schwab→
B60OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
CRD 306851
OK$4.3M1Charles Schwab→
B60REEF INVESTMENT MANAGEMENT LLC
CRD 309186
UT$234.3M1E*Trade→
B60JORDANELLE CAPITAL, LLC
CRD 323676
UT$179.2M—Northern Trust→
B59SOUTHERN CAPITAL SERVICES, INC.
CRD 105582
AL$192.5M6Charles Schwab→
B59SUMMA GLOBAL ADVISORS, LLC
CRD 148713
OR$144.1M2Charles Schwab→
B59WILLAMETTE FINANCIAL ADVISORS, LLC
CRD 173482
OR$117.5M2Charles Schwab→
B58UNITED VALUE CAPITAL, LLC
CRD 300533
UT$122.0M—E*Trade→
B58SERVO WEALTH MANAGEMENT LLC
CRD 159367
OK$173.8M1Charles Schwab→
B58REVO FINANCIAL, LLC
CRD 172646
OK$135.4M2Fidelity→
B58PERISSOS PRIVATE WEALTH MANAGEMENT, LLC
CRD 217514
OK$167.1M2Charles Schwab→
B58PEARL WEALTH LLC
CRD 299508
OR$156.3M2Charles Schwab→
B58CLEARVIEW WEALTH ADVISORS, LLC
CRD 305737
OR$201.8M2Charles Schwab→
B58BRIGHT INVESTMENTS, LLC
CRD 269955
AL$151.5M4E*Trade→
B57OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC
CRD 165355
UT$128.2M3E*Trade→
B5744 WEALTH MANAGEMENT LLC
CRD 309647
OR$487.4M4Fidelity→
B57SPRINGWATER WEALTH MANAGEMENT, LLC
CRD 167539
OR$203.9M2Charles Schwab→
B57DMC GROUP, LLC
CRD 174077
AL$176.7M3Charles Schwab→
B57EPIC WEALTH MANAGEMENT, LLC
CRD 297643
OK$120.8M3Raymond James→
B57BHK INVESTMENT ADVISORS, LLC
CRD 140515
AL$794.1M5Charles Schwab→
B56SEVEN CANYONS ADVISORS, LLC
CRD 290334
UT$90.0M4Fidelity→
B56AG FINANCIAL, LLC
CRD 140226
UT$103.5M2Charles Schwab→
B56COLARION LLC
CRD 284588
AL$188.3M3Charles Schwab→
B56CAPSTONE WEALTH ADVISORS, LLC
CRD 287670
OR$102.4M2Charles Schwab→
B56HIGHROAD WEALTH ADVISORS, LLC
CRD 331566
OR$188.5M3Altruist→
B56PARAGON CAPITAL MANAGEMENT INC
CRD 105962
UT$153.4M3Charles Schwab→
B56PINNACLE HOLDINGS, LLC
CRD 108086
OK$508.3M6Charles Schwab→
B55GUARDIAN WEALTH MANAGEMENT, LLC
CRD 146923
UT$174.8M3Charles Schwab→
B55AULL & MONROE INVESTMENT MANAGEMENT CORP
CRD 104830
AL$323.2M4Charles Schwab→
B55ENCOMPASS WEALTH ADVISORS, LLC
CRD 170807
OR$472.8M4E*Trade→
B55FAIRCHILD CAPITAL LLC
CRD 298428
OR$102.8M1—→