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1,013 firms
ActiveState: AZ×State: UT×State: MI×State: GA×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90CONFIDENTIAL MANAGEMENT ADVISORS, INC.
CRD 125936
MI$161.9M1Charles Schwab→
A89THE MOORINGS GROUP, LLC
CRD 129403
GA$439.6M2Fidelity→
A84STEWARD CAPITAL MANAGEMENT, INC.
CRD 104936
MI$95.1M1Charles Schwab→
A82GUTT FINANCIAL MANAGEMENT, LLC
CRD 109270
GA$162.1M1E*Trade→
A79THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD 117500
GA$151.9M2Raymond James→
A79KRS CAPITAL MANAGEMENT, LLC
CRD 142928
MI$188.9M1Charles Schwab→
A77GREYSTONE FINANCIAL GROUP, LLC
CRD 306595
MI$494.9M4Charles Schwab→
A74ST. JOHN & ASSOCIATES, INC.
CRD 124778
GA$128.4M3E*Trade→
A74OPTIMAL CAPITAL ADVISORS, LLC
CRD 144719
MI$119.9M2Fidelity→
A73AURORA INVESTMENT COUNSEL
CRD 107460
GA$252.7M2Charles Schwab→
A73MURPHY MIDDLETON HINKLE & PARKER, INC.
CRD 107861
GA$435.3M2Charles Schwab→
A72BRIDGELIGHT CAPITAL LLC
CRD 154920
AZ$136.4M3Charles Schwab→
A72MCCORMACK FINANCIAL PLANNING INC.
CRD 136857
GA$115.7M3Pershing→
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab→
A70ALLIED PORTFOLIO MANAGEMENT, INC.
CRD 113809
AZ$240.2M1E*Trade→
A70CARTER, TERRY & COMPANY, INC.
CRD 16365
GA$104.0M32E*Trade→
A69SPECTRUM FINANCIAL RESOURCES, LLC
CRD 127453
MI$235.3M5Charles Schwab→
A69GEORGE M. HILLER COMPANIES, LLC
CRD 112409
GA$183.0M5Charles Schwab→
A69TITAN MANAGERS, LLC
CRD 319447
AZ$84.2M2Charles Schwab→
A69JOHN A. WOLFE & ASSOCIATES, INC.
CRD 110799
MI$560.7M1Charles Schwab→
A69JACK V. BUTTERFIELD INVESTMENT COMPANY
CRD 3998
MI$157.6M8E*Trade→
A68ALDER FINANCIAL GROUP INC
CRD 108837
GA$224.1M2Charles Schwab→
A68FINANCIAL PLANNING FIRST, LLC
CRD 319273
AZ$113.9M3Charles Schwab→
A68GLASS RETIREMENT STRATEGIES, INC.
CRD 172610
MI$20.1M1E*Trade→
A68RETIREMENT RESOURCES, LLC
CRD 151889
MI$166.1M4E*Trade→
A66REITZ CAPITAL ADVISORS LLC
CRD 167088
MI$103.4M1Charles Schwab→
A66FIRST CITY CAPITAL MANAGEMENT INC
CRD 104780
GA$423.7M4Charles Schwab→
A66LANE BROTHERS & CO INC
CRD 105968
AZ$240.1M5Charles Schwab→
A66JFR FINANCIAL SERVICES, INC.
CRD 124456
MI$276.6M2Fidelity→
A66LONE PEAK ADVISERS, LLC
CRD 296772
UT$125.4M8Charles Schwab→
A66SLAYTON LEWIS INC
CRD 114596
UT$334.4M2E*Trade→
A65HILLSPRING FINANCIAL, INC.
CRD 113938
AZ$186.0M10Charles Schwab→
A65FINANCIAL ARCHITECTS, LLC
CRD 116027
GA$199.2M3Charles Schwab→
A65OLD OAK FINANCIAL PLANNING, INC.
CRD 122500
MI$160.3M4Charles 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→
B64CAPITAL ENDURANCE GROUP, INC
CRD 284793
GA$108.8M2Charles Schwab→
B64SARATOGA CAPITAL MANAGEMENT, LLC
CRD 112021
AZ$138.8M1E*Trade→
B64MILLER CAPITAL PARTNERS, INC.
CRD 124489
MI$311.6M2Charles Schwab→
B64PFW ADVISORS, LLC
CRD 325119
GA$393.2M2Charles Schwab→
B64WJ WEALTH MANAGEMENT, LLC
CRD 170181
AZ$261.5M2LPL Financial→
B63PROFOCUS, INCORPORATED
CRD 113954
AZ$156.5M14Charles Schwab→
B63LINX PARTNERS, LLC
CRD 158607
GA$131.4M—JPMorgan→
B63BASELINE PARTNERS LLC
CRD 301762
AZ$75.3M—E*Trade→
B63R. STEWART EADS INVESTMENT COUNSEL, INC.
CRD 105524
GA$240.5M4Charles Schwab→
B63FINANCIAL LIFE PLANNERS LLC
CRD 129415
AZ$208.4M4Fidelity→
B62SMEDLEY FINANCIAL SERVICES INC
CRD 110870
UT$341.8M6E*Trade→
B62GREAT LAKES WEALTH, LLC
CRD 282362
MI$166.3M1Charles Schwab→
B62EXECUTIVE FINANCIAL SERVICES INC
CRD 110180
MI$199.4M3Charles Schwab→