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781 firms
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ScoreFirmStateAUMAdvisorsCustodian
A78NEWGROUND SOCIAL INVESTMENT, SPC
CRD 117060
WA$161.1M1Charles Schwab→
A76PRIVATE ASSET MANAGEMENT INC
CRD 108815
WA$109.5M2Charles Schwab→
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A74LESA SROUFE & COMPANY, INC.
CRD 130232
WA$207.3M4E*Trade→
A74PORTFOLIO STRATEGIES INC
CRD 104685
WA$50.2M3Charles Schwab→
A72BRIDGELIGHT CAPITAL LLC
CRD 154920
AZ$136.4M3Charles Schwab→
A70LAKESIDE ADVISORS INC
CRD 104540
WA$412.2M3Pershing→
A70ALLIED PORTFOLIO MANAGEMENT, INC.
CRD 113809
AZ$240.2M1E*Trade→
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A69TITAN MANAGERS, LLC
CRD 319447
AZ$84.2M2Charles Schwab→
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial→
A68FINANCIAL PLANNING FIRST, LLC
CRD 319273
AZ$113.9M3Charles Schwab→
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade→
A66LANE BROTHERS & CO INC
CRD 105968
AZ$240.1M5Charles Schwab→
A66CFG WEALTH MANAGEMENT SERVICES INC
CRD 108351
IN$110.2M2—→
A66THE PLANNER'S EDGE LLC
CRD 114616
WA$178.7M3Charles Schwab→
A66RARE WOLF CAPITAL LLC
CRD 334465
WA$179.6M1Charles Schwab→
A65RUNDE & CO. LLC
CRD 106383
WA$209.5M2Charles Schwab→
A65HILLSPRING FINANCIAL, INC.
CRD 113938
AZ$186.0M10Charles Schwab→
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing→
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab→
A65IMMACULATE WEALTH MANAGEMENT, LLC
CRD 167657
AZ$140.8M2Charles Schwab→
A65HALLETT INVESTMENTS, LLC
CRD 306187
WA$157.9M5Charles Schwab→
A65GLOBAL PORTFOLIO SOLUTIONS, INC.
CRD 333381
AZ$127.7M2Fidelity→
B65DYNAMIC WEALTH ADVISORS
CRD 169792
AZ$140.1M4Charles Schwab→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab→
B64ASSET MANAGEMENT STRATEGIES, INC.
CRD 135173
IN$220.2M8E*Trade→
B64SARATOGA CAPITAL MANAGEMENT, LLC
CRD 112021
AZ$138.8M1E*Trade→
B64HANOVER ADVISORS, INC
CRD 119655
SC$354.9M3Pershing→
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab→
B64MCMAHAN CAPITAL MANAGEMENT LLC
CRD 109140
IN$135.9M2E*Trade→
B64SANDER CAPITAL ADVISORS, INC.
CRD 112499
WA$210.0M2E*Trade→
B64WJ WEALTH MANAGEMENT, LLC
CRD 170181
AZ$261.5M2LPL Financial→
B64VORPAHL WING SECURITIES, INC.
CRD 47548
WA$124.4M4E*Trade→
B63PROFOCUS, INCORPORATED
CRD 113954
AZ$156.5M14Charles Schwab→
B63BRICKELL KEY ASSET MANAGEMENT LLC
CRD 295209
SC$119.9M—E*Trade→
B63BASELINE PARTNERS LLC
CRD 301762
AZ$75.3M—E*Trade→
B63THOMAS STORY AND SON LLC
CRD 148774
IN$328.2M2E*Trade→
B63FINANCIAL LIFE PLANNERS LLC
CRD 129415
AZ$208.4M4Fidelity→
B62JMK & ASSOCIATES, LLC
CRD 312760
WA$268.4M1LPL Financial→
B62DAVID P. GILLIAM & ASSOCIATES, INC.
CRD 285515
IN$186.7M3LPL Financial→
B62WILKINSON WEALTH MANAGEMENT, LLC
CRD 317741
AZ$164.7M2Charles Schwab→
B61CONTINENTAL INVESTORS SERVICES, INC.
CRD 29775
WA$196.8M19E*Trade→
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→
B61PATHMONT, LLC
CRD 299217
WA$169.7M1Charles Schwab→
B61PHILIP O. JOHNSON & COMPANY, LTD.
CRD 104621
AZ$301.0M2Fidelity→