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473 firms
ActiveState: AL×State: WA×State: OK×clear all
ScoreFirmStateAUMAdvisorsCustodian
A80COMPREHENSIVE FINANCIAL PLANNING INC
CRD 109822
OK$176.0M1Charles Schwab→
A78NEWGROUND SOCIAL INVESTMENT, SPC
CRD 117060
WA$161.1M1Charles Schwab→
A76PRIVATE ASSET MANAGEMENT INC
CRD 108815
WA$109.5M2Charles Schwab→
A74LESA SROUFE & COMPANY, INC.
CRD 130232
WA$207.3M4E*Trade→
A74PORTFOLIO STRATEGIES INC
CRD 104685
WA$50.2M3Charles Schwab→
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo→
A70LAKESIDE ADVISORS INC
CRD 104540
WA$412.2M3Pershing→
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab→
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade→
A66THE PLANNER'S EDGE LLC
CRD 114616
WA$178.7M3Charles Schwab→
A66RARE WOLF CAPITAL LLC
CRD 334465
WA$179.6M1Charles Schwab→
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade→
A65RUNDE & CO. LLC
CRD 106383
WA$209.5M2Charles Schwab→
A65HALLETT INVESTMENTS, LLC
CRD 306187
WA$157.9M5Charles Schwab→
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6M—E*Trade→
B64SANDER CAPITAL ADVISORS, INC.
CRD 112499
WA$210.0M2E*Trade→
B64VORPAHL WING SECURITIES, INC.
CRD 47548
WA$124.4M4E*Trade→
B62JMK & ASSOCIATES, LLC
CRD 312760
WA$268.4M1LPL Financial→
B62ADAPTATION FINANCIAL ADVISORS INC.
CRD 309192
OK$233.6M4Charles Schwab→
B61CONTINENTAL INVESTORS SERVICES, INC.
CRD 29775
WA$196.8M19E*Trade→
B61PATHMONT, LLC
CRD 299217
WA$169.7M1Charles Schwab→
B60OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
CRD 306851
OK$4.3M1Charles Schwab→
B60BRUESKE ADVISORY SERVICES, LLC
CRD 300689
WA$35.8M4E*Trade→
B59SURIENCE PRIVATE WEALTH LLC
CRD 313055
WA$124.0M2Wells Fargo→
B59SOUTHERN CAPITAL SERVICES, INC.
CRD 105582
AL$192.5M6Charles Schwab→
B59PETRIE CAPITAL MANAGEMENT LLC.
CRD 136480
WA$105.2M1Charles Schwab→
B59HARBORVIEW ASSET MANAGEMENT LLC
CRD 332767
WA$124.7M2Charles Schwab→
B59LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT
CRD 335660
WA$142.0M1LPL Financial→
B58MARTIN NELSON & CO., INC.
CRD 2903
WA$287.3M9Charles Schwab→
B58KUNATH KARREN RINNE & ATKIN LLC
CRD 104531
WA$373.0M3E*Trade→
B58WHITE & COMPANY FINANCIAL PLANNING, INC.
CRD 115326
WA$149.8M4Charles Schwab→
B58STAPP WEALTH MANAGEMENT, PLLC
CRD 116553
WA$145.1M3Charles Schwab→
B58INTEGRITY WEALTH MANAGEMENT, INC.
CRD 150103
WA$163.2M2Charles Schwab→
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→
B58BRIGHT INVESTMENTS, LLC
CRD 269955
AL$151.5M4E*Trade→
B57SIMCOE CAPITAL, LLC
CRD 121505
WA$109.4M3E*Trade→
B57P3 ASSET MANAGEMENT, LLC
CRD 327327
WA$40.3M—E*Trade→
B57FULCRUM WEALTH ADVISORS, LLC
CRD 169277
WA$208.0M3Charles 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→
B56WEINAND FINANCIAL, INC.
CRD 328590
WA$610.4M1Charles Schwab→
B56S. R. SCHILL & ASSOCIATES, INC.
CRD 105864
WA$143.1M3Charles Schwab→
B56SMART PORTFOLIOS, LLC
CRD 131342
WA$210.3M4Charles Schwab→
B56COLUMBIA RIVER ADVISORS, LLC
CRD 154571
WA$191.1M4Charles Schwab→
B56COLARION LLC
CRD 284588
AL$188.3M3Charles Schwab→
B56PINNACLE HOLDINGS, LLC
CRD 108086
OK$508.3M6Charles Schwab→