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630 firms
ActiveState: KS×State: UT×State: TN×State: SC×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90CARMICHAEL CAPITAL, INC.
CRD 118468
TN$126.6M1Charles Schwab→
A78SCHWARZ INVESTMENT PARTNERS
CRD 113556
KS$184.9M2Charles Schwab→
A77BARNETT & CO INC
CRD 105867
TN$142.0M3Charles Schwab→
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A75ERISA ADVISERS, INC.
CRD 170487
TN$187.1M1Charles Schwab→
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab→
A70POPE ASSET MANAGEMENT, LLC
CRD 113584
TN$114.8M2E*Trade→
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial→
A67FINANCIAL MANAGEMENT ADVISORS, INC.
CRD 117442
TN$149.9M4E*Trade→
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade→
A66LONE PEAK ADVISERS, LLC
CRD 296772
UT$125.4M8Charles Schwab→
A66SLAYTON LEWIS INC
CRD 114596
UT$334.4M2E*Trade→
A65SAGE INVESTMENT COUNSEL LLC
CRD 116907
TN$164.6M4Charles Schwab→
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing→
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab→
A65SMITH & CO ADVISORY LLC
CRD 333042
TN$118.5M1Charles Schwab→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab→
B64ADDITIVE ADVISORY PBC
CRD 283979
TN$140.9M1Charles Schwab→
B64OFG FINANCIAL SERVICES, INC.
CRD 23940
KS$271.0M50E*Trade→
B64HANOVER ADVISORS, INC
CRD 119655
SC$354.9M3Pershing→
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab→
B63DIVERSIFIED PARTNERS INC
CRD 109570
TN$155.1M—Fidelity→
B63BRICKELL KEY ASSET MANAGEMENT LLC
CRD 295209
SC$119.9M—E*Trade→
B62SMEDLEY FINANCIAL SERVICES INC
CRD 110870
UT$341.8M6E*Trade→
B61PROVIDENCE FINANCIAL ADVISORS, LLC
CRD 124839
KS$428.1M4Charles Schwab→
B61PRIVATE WEALTH MANAGEMENT, INC.
CRD 120823
TN$832.5M2Charles Schwab→
B61KEELER THOMAS MANAGEMENT LLC
CRD 109522
UT$305.5M5Charles Schwab→
B61LANDMARK WEALTH ADVISORS, LLC
CRD 166989
UT$135.9M2Charles Schwab→
B61BRANDON FINANCIAL PLANNING, INC.
CRD 110267
TN$434.9M2Charles Schwab→
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab→
B61MN WEALTH ADVISORS, LLC
CRD 322617
KS$394.2M3Charles Schwab→
B60REEF INVESTMENT MANAGEMENT LLC
CRD 309186
UT$234.3M1E*Trade→
B60JORDANELLE CAPITAL, LLC
CRD 323676
UT$179.2M—Northern Trust→
B60GHE, LLC
CRD 125245
TN$252.6M3Charles Schwab→
B60ALDEBARAN FINANCIAL INC
CRD 105741
TN$222.8M3Charles Schwab→
B60THE CAVANAUGH GROUP INC
CRD 105931
SC$485.7M2E*Trade→
B59BOWSIDE CAPITAL, LLC
CRD 170509
SC$230.2M—E*Trade→
B59STRATEGIC WEALTH PARTNERS LLC
CRD 336564
TN$101.7M2E*Trade→
B59DAVIS FINANCIAL MANAGEMENT, INC.
CRD 143410
KS$144.6M1Charles Schwab→
B58IMPRINT WEALTH LLC
CRD 322130
SC$131.6M2E*Trade→
B58UNITED VALUE CAPITAL, LLC
CRD 300533
UT$122.0M—E*Trade→
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab→
B58TRINITY CAPITAL MANAGEMENT, LLC
CRD 289583
TN$164.5M2Raymond James→
B57MEMPHIS CAPITAL MANAGEMENT, LLC
CRD 134522
TN$268.6M2E*Trade→
B57OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC
CRD 165355
UT$128.2M3E*Trade→
B57NFC INVESTMENTS, LLC
CRD 132844
TN$2.14B2Raymond James→
B57SOLAS BIOVENTURES MANAGEMENT, LLC
CRD 322344
TN$165.0M—E*Trade→