SourcingSourcing
Filters5▾
1,646 firms
ActiveState: GA×State: IA×State: IL×State: NJ×State: SC×clear all
ScoreFirmStateAUMAdvisorsCustodian
A89THE MOORINGS GROUP, LLC
CRD 129403
GA$439.6M2Fidelity→
A83HINSDALE ASSOCIATES, INC.
CRD 108293
IL$120.1M—E*Trade→
A82GUTT FINANCIAL MANAGEMENT, LLC
CRD 109270
GA$162.1M1E*Trade→
A79THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD 117500
GA$151.9M2Raymond James→
A78WESTERN PACIFIC WEALTH MANAGEMENT, LP
CRD 152714
IL$205.5M2Charles Schwab→
A76BATES FINANCIAL ADVISORS, INC.
CRD 116515
IL$439.2M3Fidelity→
A76CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
CRD 107865
NJ$107.9M1Charles Schwab→
A75MARK BELL ADVISORY SERVICES, INC.
CRD 107114
IL$138.2M1Charles Schwab→
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A75COMPREHENSIVE CAPITAL MANAGEMENT, INC.
CRD 119890
NJ$77.5M8Pershing→
A75ARBOR FINANCIAL SERVICES, LLC
CRD 150713
IL$122.2M4LPL Financial→
A75GLOBAL WEALTH MANAGEMENT, LLC
CRD 153677
NJ$245.7M3Charles Schwab→
A74ST. JOHN & ASSOCIATES, INC.
CRD 124778
GA$128.4M3E*Trade→
A73AURORA INVESTMENT COUNSEL
CRD 107460
GA$252.7M2Charles Schwab→
A73MURPHY MIDDLETON HINKLE & PARKER, INC.
CRD 107861
GA$435.3M2Charles Schwab→
A72DELTA CAPITAL MANAGEMENT LLC
CRD 106248
NJ$240.2M1Charles Schwab→
A72GROESBECK INVESTMENT MANAGEMENT CORP
CRD 106679
NJ$54.7M2E*Trade→
A72GARDEN STATE RETIREMENT SPECIALISTS, LLC
CRD 128414
NJ$109.3M2Pershing→
A72STAWNYCHY FINANCIAL SERVICES, INC.
CRD 128859
NJ$131.2M1Charles Schwab→
A72MCCORMACK FINANCIAL PLANNING INC.
CRD 136857
GA$115.7M3Pershing→
A72CLEMENT STREET CAPITAL LLC
CRD 159684
IL$141.0M2Charles Schwab→
A72BARRETT WEALTH CONNECTION LLC
CRD 161020
IL$148.0M2Charles Schwab→
A72VERSATILE CAPITAL MANAGEMENT L.L.C.
CRD 173611
IL$130.1M2—→
A71AURORA PRIVATE WEALTH, INC.
CRD 281604
NJ$374.0M21Charles Schwab→
A70REDWOOD WEALTH MANAGEMENT GROUP, LLC
CRD 281741
NJ$317.2M—Charles Schwab→
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade→
A70CARTER, TERRY & COMPANY, INC.
CRD 16365
GA$104.0M32E*Trade→
A69BRUCE & CO INC
CRD 104735
IL$379.5M1E*Trade→
A69RDM CAPITAL ASSOCIATES INC
CRD 106941
NJ$164.5M3Pershing→
A69GEORGE M. HILLER COMPANIES, LLC
CRD 112409
GA$183.0M5Charles Schwab→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A68ALDER FINANCIAL GROUP INC
CRD 108837
GA$224.1M2Charles Schwab→
A68BENCHMARK CAPITAL GROUP LTD.
CRD 123698
IL$173.6M2Charles Schwab→
A68OMEGA CAPITAL MANAGEMENT,LLC
CRD 129167
NJ$139.7M1Charles Schwab→
A68PCG ASSET MANAGEMENT, LLC
CRD 148208
NJ$143.1M4Pershing→
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial→
A68LIND CAPITAL PARTNERS, LLC
CRD 165810
IL$235.0M2Charles Schwab→
A68THE HOGAN-KNOTTS FINANCIAL GROUP, INC.
CRD 106758
NJ$331.6M2E*Trade→
A67TRUEMAN BROWN, LLC
CRD 141602
IL$196.1M1E*Trade→
A67GALLO PARTNERS LP
CRD 329774
NJ$179.0M—Morgan Stanley→
A67CARNEGIE LAKE ADVISORS LLC
CRD 330024
NJ$403.0M7Charles Schwab→
A66BRADFORD FINANCIAL CENTER
CRD 110953
IA$229.7M8Charles Schwab→
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade→
A66FIRST CITY CAPITAL MANAGEMENT INC
CRD 104780
GA$423.7M4Charles Schwab→
A66WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
CRD 279034
NJ$115.3M2Charles Schwab→
A66UNCOMMON EQUITY LLC
CRD 314936
IL$198.8M—E*Trade→
A65FINANCIAL ARCHITECTS, LLC
CRD 116027
GA$199.2M3Charles Schwab→
A65PHASE III ADVISORY SERVICES, LTD
CRD 122959
IL$210.9M3Pershing→
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing→
A65MARCUS CAPITAL, LLC
CRD 130516
IL$129.2M2Charles Schwab→