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308 firms
ActiveState: AZ×State: AL×clear all
ScoreFirmStateAUMAdvisorsCustodian
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo→
A72BRIDGELIGHT CAPITAL LLC
CRD 154920
AZ$136.4M3Charles Schwab→
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A70ALLIED PORTFOLIO MANAGEMENT, INC.
CRD 113809
AZ$240.2M1E*Trade→
A69TITAN MANAGERS, LLC
CRD 319447
AZ$84.2M2Charles Schwab→
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab→
A68FINANCIAL PLANNING FIRST, LLC
CRD 319273
AZ$113.9M3Charles Schwab→
A66LANE BROTHERS & CO INC
CRD 105968
AZ$240.1M5Charles Schwab→
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade→
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade→
A65HILLSPRING FINANCIAL, INC.
CRD 113938
AZ$186.0M10Charles Schwab→
A65IMMACULATE WEALTH MANAGEMENT, LLC
CRD 167657
AZ$140.8M2Charles Schwab→
A65GLOBAL PORTFOLIO SOLUTIONS, INC.
CRD 333381
AZ$127.7M2Fidelity→
B65DYNAMIC WEALTH ADVISORS
CRD 169792
AZ$140.1M4Charles Schwab→
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6M—E*Trade→
B64SARATOGA CAPITAL MANAGEMENT, LLC
CRD 112021
AZ$138.8M1E*Trade→
B64WJ WEALTH MANAGEMENT, LLC
CRD 170181
AZ$261.5M2LPL Financial→
B63PROFOCUS, INCORPORATED
CRD 113954
AZ$156.5M14Charles Schwab→
B63BASELINE PARTNERS LLC
CRD 301762
AZ$75.3M—E*Trade→
B63FINANCIAL LIFE PLANNERS LLC
CRD 129415
AZ$208.4M4Fidelity→
B62WILKINSON WEALTH MANAGEMENT, LLC
CRD 317741
AZ$164.7M2Charles Schwab→
B61INTRINSIC VALUE PARTNERS, LLC
CRD 165214
AZ$220.6M2Charles Schwab→
B61MEIXLER INVESTMENT MANAGEMENT, LTD.
CRD 168223
AZ$228.4M1Charles Schwab→
B61LEVIN FUNDING GROUP LLC
CRD 170087
AZ$215.4M1Charles Schwab→
B61PHILIP O. JOHNSON & COMPANY, LTD.
CRD 104621
AZ$301.0M2Fidelity→
B59C2C WEALTH MANAGEMENT, LLC
CRD 284148
AZ$179.8M1Charles Schwab→
B59SOUTHERN CAPITAL SERVICES, INC.
CRD 105582
AL$192.5M6Charles Schwab→
B59UNION CAPITAL COMPANY
CRD 110301
AZ$150.0M13Charles Schwab→
B58BLEDSOE ASSET MANAGEMENT, LLC
CRD 145943
AZ$189.0M5Charles Schwab→
B58LARRY MATHIS FINANCIAL PLANNING, L.L.C.
CRD 172858
AZ$212.8M5Charles Schwab→
B58SPAHN WEALTH & RETIREMENT LLC
CRD 285932
AZ$181.4M1Charles Schwab→
B58BRIGHT INVESTMENTS, LLC
CRD 269955
AL$151.5M4E*Trade→
B57RESQ INVESTMENT PARTNERS, LLC
CRD 169528
AZ$65.8M—E*Trade→
B57PRAVATI CAPITAL LLC
CRD 300435
AZ$173.7M—E*Trade→
B57WEALTH MANAGEMENT SOLUTIONS, LLC
CRD 127517
AZ$172.6M3Charles Schwab→
B57VORA WEALTH MANAGEMENT, PLLC
CRD 153559
AZ$74.8M—Charles Schwab→
B57DMC GROUP, LLC
CRD 174077
AL$176.7M3Charles Schwab→
B57SPIRIT WEST ADVISORS, LLC
CRD 285314
AZ$111.1M1Charles Schwab→
B57BHK INVESTMENT ADVISORS, LLC
CRD 140515
AL$794.1M5Charles Schwab→
B57THE CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC
CRD 140551
AZ$538.8M1Charles Schwab→
B57BILTMORE WEALTH MANAGEMENT, LLC
CRD 151365
AZ$439.6M3Charles Schwab→
B56TAURUM RETIREMENT PARTNERS, LLC
CRD 282017
AZ$155.9M2Charles Schwab→
B56COLARION LLC
CRD 284588
AL$188.3M3Charles Schwab→
B55AULL & MONROE INVESTMENT MANAGEMENT CORP
CRD 104830
AL$323.2M4Charles Schwab→
B55WALL CAPITAL GROUP, INC.
CRD 105913
AZ$294.7M3Charles Schwab→
B54ASCENT CAPITAL PARTNERS, LLC
CRD 291218
AZ$172.0M8JPMorgan→
B54STERLING INVESTMENT MANAGEMENT, LLC
CRD 112923
AZ$409.2M3Charles Schwab→
B54EMBARK WEALTH MANAGEMENT, LLC
CRD 157950
AZ$57.4M2Altruist→
B53ONE WEALTH CAPITAL MANAGEMENT, LLC
CRD 331395
AZ$306.8M6Charles Schwab→
B53PROSPER PRIVATE WEALTH, LLC
CRD 333708
AZ$150.8M2E*Trade→