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593 firms
ActiveState: IA×State: AZ×State: MN×clear all
ScoreFirmStateAUMAdvisorsCustodian
A78TOTAL WEALTH ADVISORS, LLC
CRD 164633
MN$107.2M2Charles Schwab→
A75BANNERSTONE CAPITAL MANAGEMENT, LLC
CRD 147447
MN$155.3M3Charles Schwab→
A75FBD ASSET MGMT, LLC
CRD 307216
MN$76.8M1Charles Schwab→
A75TROTT BROOK FINANCIAL, INC.
CRD 290962
MN$120.5M1Fidelity→
A73TEALWOOD ASSET MANAGEMENT INC
CRD 105245
MN$365.4M5Charles Schwab→
A72BRIDGELIGHT CAPITAL LLC
CRD 154920
AZ$136.4M3Charles Schwab→
A71LEGACY FINANCIAL ADVISORS CORPORATION
CRD 115384
MN$317.7M2Charles Schwab→
A71ENCORE WEALTH ADVISORS, LLC
CRD 336566
MN$121.7M1Charles Schwab→
A70ALLIED PORTFOLIO MANAGEMENT, INC.
CRD 113809
AZ$240.2M1E*Trade→
A70JOSH ARNOLD INVESTMENT CONSULTANT, LLC
CRD 163088
MN$142.1M2E*Trade→
A69TITAN MANAGERS, LLC
CRD 319447
AZ$84.2M2Charles Schwab→
A69PERKINS CAPITAL MANAGEMENT INC
CRD 105028
MN$139.0M1E*Trade→
A68FINANCIAL PLANNING FIRST, LLC
CRD 319273
AZ$113.9M3Charles Schwab→
A66BRADFORD FINANCIAL CENTER
CRD 110953
IA$229.7M8Charles Schwab→
A66LANE BROTHERS & CO INC
CRD 105968
AZ$240.1M5Charles Schwab→
A65HILLSPRING FINANCIAL, INC.
CRD 113938
AZ$186.0M10Charles Schwab→
A65IMMACULATE WEALTH MANAGEMENT, LLC
CRD 167657
AZ$140.8M2Charles Schwab→
A65PSC FINANCIAL LLC
CRD 172054
MN$135.1M2LPL Financial→
A65ACADIA LEGACY GROUP, LLC
CRD 291481
IA$133.2M1Charles Schwab→
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James→
A65GLOBAL PORTFOLIO SOLUTIONS, INC.
CRD 333381
AZ$127.7M2Fidelity→
B65DYNAMIC WEALTH ADVISORS
CRD 169792
AZ$140.1M4Charles Schwab→
B64SOMERSET GROUP LLC
CRD 160282
MN$145.6M3Charles Schwab→
B64SARATOGA CAPITAL MANAGEMENT, LLC
CRD 112021
AZ$138.8M1E*Trade→
B64GREENBERG GARY LOUIS
CRD 108423
MN$141.1M1E*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→
B63S CAPITAL WEALTH ADVISORS, LLC
CRD 172591
MN$127.5M3Charles Schwab→
B63TUVE INVESTMENT MANAGEMENT, INC.
CRD 226702
IA$147.7M2Charles Schwab→
B63NAVISTA WEALTH MANAGEMENT, INC.
CRD 332373
MN$709.6M4Raymond James→
B62ABENS FINANCIAL SERVICES INC
CRD 106604
MN$120.1M3—→
B62FINANCIAL EMPOWERMENT LLC
CRD 131425
MN$126.4M2—→
B62KOOB WEALTH MANAGEMENT, LLC
CRD 154830
MN$171.8M1LPL Financial→
B62WILKINSON WEALTH MANAGEMENT, LLC
CRD 317741
AZ$164.7M2Charles Schwab→
B61STEVENS, FOSTER FINANCIAL SERVICES, INC.
CRD 115752
MN$750.4M5Charles Schwab→
B61STONEFIELD INVESTMENT ADVISORY, INC.
CRD 113802
IA$120.3M1Charles 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→
B61NORTH AMERICAN WEALTH ADVISORS INC.
CRD 297057
MN$237.3M1Charles Schwab→
B61PHILIP O. JOHNSON & COMPANY, LTD.
CRD 104621
AZ$301.0M2Fidelity→
B61GEN FINANCIAL MANAGEMENT INC.
CRD 110179
MN$331.8M4Charles Schwab→
B59FIRST ASSOCIATED INVESTMENT ADVISORS, INC.
CRD 113086
MN$52.2M1E*Trade→
B59C2C WEALTH MANAGEMENT, LLC
CRD 284148
AZ$179.8M1Charles Schwab→
B59UNION CAPITAL COMPANY
CRD 110301
AZ$150.0M13Charles Schwab→
B59LIFEPLAN FINANCIAL, LLC
CRD 136981
MN$141.0M2Charles Schwab→
B59MWM WEALTH ADVISORY, LLC
CRD 287705
MN$129.9M1Charles Schwab→
B59KEYSTONE WEALTH MANAGEMENT INC.
CRD 304133
IA$137.4M1Charles Schwab→