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4,049 firms
ActiveState: MA×State: CA×State: FL×State: MN×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90WINNING POINTS ADVISORS, L.L.C.
CRD 118077
FL$173.1M1Charles Schwab→
A89HALL CAPITAL, LLC
CRD 153961
CA$180.0M2Fidelity→
A87CLEARVIEW INVESTMENT PARTNERS, LLC
CRD 150046
CA$105.3M2Charles Schwab→
A87AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
CRD 309943
MA$166.3M3Fidelity→
A84SHANNON T. PITNER AND COMPANY
CRD 311853
FL$107.9M1Raymond James→
A83COVE STREET CAPITAL, LLC
CRD 156260
CA$93.8M1Charles Schwab→
A81RCM ROBINSON CAPITAL MANAGEMENT LLC
CRD 112814
CA$61.8M1E*Trade→
A81AWR INVESTMENT MANAGEMENT, LLC
CRD 118538
CA$131.6M1Charles Schwab→
A81WELLS GLOBAL INVESTMENT ADVISERS LLC
CRD 150139
FL$101.3M2Pershing→
A80OSPREY CAPITAL MANAGEMENT CORP.
CRD 172524
FL$197.2M—E*Trade→
A79CRAWFORD, GREGORY JASON
CRD 134936
CA$171.6M1Charles Schwab→
A79GASBER FINANCIAL ADVISORS, INC
CRD 157329
CA$177.7M2Charles Schwab→
A79FAIRCHILD FINANCIAL ADVISORS, INC.
CRD 165434
CA$127.3M1Charles Schwab→
A78TOTAL WEALTH ADVISORS, LLC
CRD 164633
MN$107.2M2Charles Schwab→
A77ROUND HILL ASSET MANAGEMENT INC
CRD 107069
CA$271.3M1Charles Schwab→
A77MARIN WEALTH ADVISORS LLC
CRD 123237
CA$69.4M2Charles Schwab→
A76THE KOCEN FINANCIAL GROUP, INC.
CRD 112129
CA$185.9M5Charles Schwab→
A76CLASSIC FINANCIAL & INSURANCE SERVICES, INC.
CRD 120228
CA$151.6M1—→
A75COOKE WEALTH MANAGEMENT, LLC
CRD 127309
CA$136.9M2Charles Schwab→
A75INVESTMENT MANAGEMENT TRUST, LLC
CRD 129456
MA$123.5M1Charles Schwab→
A75MERRITHEW & THORSTEN, INC.
CRD 133563
CA$155.0M2Pershing→
A75VIDA WEALTH PARTNERS, INC.
CRD 140824
CA$129.6M1Fidelity→
A75BANNERSTONE CAPITAL MANAGEMENT, LLC
CRD 147447
MN$155.3M3Charles Schwab→
A75FBD ASSET MGMT, LLC
CRD 307216
MN$76.8M1Charles Schwab→
A75FMA WEALTH MANAGEMENT, LLC
CRD 313049
MA$174.0M1Charles Schwab→
A75WERLEMANN SECURITIES LLC
CRD 317777
CA$110.0M1Charles Schwab→
A75JAFFE ASSET MANAGEMENT LLC
CRD 108082
CA$116.2M1—→
A75TROTT BROOK FINANCIAL, INC.
CRD 290962
MN$120.5M1Fidelity→
A75SYNTAX RESEARCH, INC.
CRD 151948
FL$202.9M1E*Trade→
A74BROADWATER CAPITAL MANAGEMENT LLC
CRD 125509
MA$161.0M1E*Trade→
A74GARRETT NAGLE & CO., INC.
CRD 7071
MA$98.4M2E*Trade→
A74SASSER INVESTMENT MANAGEMENT, INC.
CRD 110886
CA$120.1M4Charles Schwab→
A73BARLOW, LINDA, ANN
CRD 111643
CA$239.6M—Charles Schwab→
A73TEALWOOD ASSET MANAGEMENT INC
CRD 105245
MN$365.4M5Charles Schwab→
A72WULFF, HANSEN & CO.
CRD 908
CA$144.8M10Charles Schwab→
A72AUREUM WEALTH MANAGEMENT, LLC
CRD 272027
FL$150.6M3Charles Schwab→
A72WFA OF SAN DIEGO, LLC
CRD 307404
CA$206.9M2Charles Schwab→
A72MONEY MANAGEMENT CONCEPTS, INC.
CRD 111485
FL$119.6M2Charles Schwab→
A72HAVEN CAPITAL GROUP, INC.
CRD 149641
CA$143.9M1Charles Schwab→
A72TWIN GRYPHON ADVISORS LLC
CRD 297264
MA$126.5M1Fidelity→
A72WARM SPRINGS ADVISORS INC.
CRD 306501
CA$131.3M2Charles Schwab→
A72LONGEVITY CAPITAL MANAGEMENT LLC
CRD 328283
CA$184.2M1Charles Schwab→
A71CROWN ADVISORS MANAGEMENT, INC.
CRD 109720
CA$197.8M—Goldman Sachs→
A71LEGACY FINANCIAL ADVISORS CORPORATION
CRD 115384
MN$317.7M2Charles Schwab→
A71ENCORE WEALTH ADVISORS, LLC
CRD 336566
MN$121.7M1Charles Schwab→
A71FUTURA ASSET ADVISORS LLC
CRD 136285
FL$114.8M1E*Trade→
A70GRANITE CAPITAL MANAGEMENT, LLC
CRD 141743
CA$314.6M2Charles Schwab→
A70O'CONNOR WEALTH MANAGEMENT, INC.
CRD 152316
CA$179.1M2Wells Fargo→
A70JOSH ARNOLD INVESTMENT CONSULTANT, LLC
CRD 163088
MN$142.1M2E*Trade→
A70BUCKEYE-PACIFIC LLC
CRD 311553
FL$225.4M—Goldman Sachs→