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1,122 firms
ActiveState: MA×State: AL×State: CO×clear all
ScoreFirmStateAUMAdvisorsCustodian
A87LARIMER CAPITAL CORP
CRD 18189
CO$169.9M2Charles Schwab→
A87AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
CRD 309943
MA$166.3M3Fidelity→
A80FINANCIALLY SPEAKING INC
CRD 106255
CO$164.8M1E*Trade→
A79COLUMBIA BENEFITS, LLC
CRD 132261
CO$116.2M1E*Trade→
A79MUTUAL FUND PROTECTION SERVICE
CRD 115961
CO$102.0M1Charles Schwab→
A79SANCTUARY WEALTH ADVISORS LLC
CRD 285428
CO$191.5M2Pershing→
A76INTEGRA FINANCIAL, INC.
CRD 113422
CO$123.4M4Charles Schwab→
A75INVESTMENT MANAGEMENT TRUST, LLC
CRD 129456
MA$123.5M1Charles Schwab→
A75FMA WEALTH MANAGEMENT, LLC
CRD 313049
MA$174.0M1Charles Schwab→
A74PETERSON FINANCIAL SERVICES LLC
CRD 106127
CO$124.0M1E*Trade→
A74BROADWATER CAPITAL MANAGEMENT LLC
CRD 125509
MA$161.0M1E*Trade→
A74GARRETT NAGLE & CO., INC.
CRD 7071
MA$98.4M2E*Trade→
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo→
A72CORNERSTONE INVESTMENT ADVISORS, LLC
CRD 116447
CO$180.8M2Charles Schwab→
A72TWIN GRYPHON ADVISORS LLC
CRD 297264
MA$126.5M1Fidelity→
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A69ALBERT D MASON INC
CRD 107412
MA$210.6M4Charles Schwab→
A69RADIUS WEALTH MANAGEMENT, INC.
CRD 168159
MA$158.7M2Charles Schwab→
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab→
A68TIMBUKTU CAPITAL MANAGEMENT, LLC
CRD 131084
MA$98.6M1Charles Schwab→
A68FENTON GREGORY COLEMAN
CRD 133301
MA$194.8M1Fidelity→
A68ZIDEL FINANCIAL, INC.
CRD 135047
CO$159.6M1Charles Schwab→
A68KALEEL INVESTMENT ADVISORS, LLC
CRD 131216
MA$145.4M2E*Trade→
A68BTS ASSET MANAGEMENT INC
CRD 105215
MA$144.8M11E*Trade→
A67BRUCE G. ALLEN INVESTMENTS, LLC
CRD 287859
CO$258.1M2Charles Schwab→
A66PARK STATE ASSET MANAGEMENT LLC
CRD 336573
MA$192.4M4Charles Schwab→
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade→
A66ENTREPRENEURSHARES LLC
CRD 153615
MA$50.4M1E*Trade→
A66NEEDHAM R B ADVISORY CORP
CRD 105378
MA$102.4M1Charles Schwab→
A66THREE PEAKS CAPITAL MANAGEMENT, LLC
CRD 127402
CO$222.9M—E*Trade→
A66AGEMY WEALTH ADVISORS, LLC
CRD 218512
CO$130.5M3Charles Schwab→
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade→
A65BOYD FINANCIAL STRATEGIES, INC.
CRD 107505
MA$139.6M3Charles Schwab→
A65SUCCESSFUL MONEY STRATEGIES INC
CRD 109829
MA$227.1M1Charles Schwab→
A65NEW ENGLAND SCHOONER, INC.
CRD 129552
MA$165.2M4Pershing→
A65MOORE FINANCIAL ADVISORS, LTD.
CRD 130421
MA$127.2M5Fidelity→
A65PEAK CAPITAL MANAGEMENT, LLC
CRD 141488
CO$165.2M4Charles Schwab→
A65RS ASSET MANAGEMENT, LLC
CRD 157768
CO$107.2M2LPL Financial→
A65HINCHLEY ADVISORY GROUP, LLC
CRD 157860
CO$193.1M1Charles Schwab→
A65FAMILY PARTNERS CAPITAL, LLC
CRD 304176
MA$92.3M2Charles Schwab→
A65GILPIN WEALTH MANAGEMENT LLC
CRD 311336
CO$227.2M4Charles Schwab→
A65BUTTERWORTH FINANCIAL LLC
CRD 325026
MA$103.3M1LPL Financial→
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6M—E*Trade→
B64IRONWOOD INVESTMENT MANAGEMENT, LLC
CRD 108467
MA$278.2M2Charles Schwab→
B64FAIRFIELD FINANCIAL ADVISORS LTD
CRD 106408
MA$333.2M2Charles Schwab→
B63EPILOG PARTNERS, LP.
CRD 325368
MA$181.6M—E*Trade→
B63STARK RICHARD JOSEPH
CRD 107636
CO$426.1M—E*Trade→
B63NEW ENGLAND FINANCIAL PLANNING GROUP, LLC
CRD 105254
MA$246.1M3Raymond James→
B63ACCELERATED WEALTH ADVISORS LLC
CRD 170022
CO$180.5M1Pershing→
B62ATHENAINVEST ADVISORS LLC
CRD 146224
CO$80.4M4Charles Schwab→