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756 firms
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ScoreFirmStateAUMAdvisorsCustodian
A90CONFIDENTIAL MANAGEMENT ADVISORS, INC.
CRD 125936
MI$161.9M1Charles Schwab→
A84STEWARD CAPITAL MANAGEMENT, INC.
CRD 104936
MI$95.1M1Charles Schwab→
A79KRS CAPITAL MANAGEMENT, LLC
CRD 142928
MI$188.9M1Charles Schwab→
A77GREYSTONE FINANCIAL GROUP, LLC
CRD 306595
MI$494.9M4Charles Schwab→
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A74OPTIMAL CAPITAL ADVISORS, LLC
CRD 144719
MI$119.9M2Fidelity→
A73REUTEMANN FINANCIAL SOLUTIONS, INC.
CRD 153247
MD$251.6M6Charles Schwab→
A72MOUNT VERNON ASSOCIATES INC
CRD 107099
MD$232.5M1Charles Schwab→
A70MONTGOMERY INVESTMENT MANAGEMENT INC
CRD 105417
MD$490.0M2Charles Schwab→
A70INTERVEST LTD
CRD 104614
MD$247.0M2E*Trade→
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade→
A70GLOBAL BROKERAGE SERVICES, INC.
CRD 37505
MD$137.3M10E*Trade→
A69SPECTRUM FINANCIAL RESOURCES, LLC
CRD 127453
MI$235.3M5Charles Schwab→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A69JOHN A. WOLFE & ASSOCIATES, INC.
CRD 110799
MI$560.7M1Charles Schwab→
A69JACK V. BUTTERFIELD INVESTMENT COMPANY
CRD 3998
MI$157.6M8E*Trade→
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial→
A68THE ELLERSON GROUP INC
CRD 106658
MD$291.2M2E*Trade→
A68GLASS RETIREMENT STRATEGIES, INC.
CRD 172610
MI$20.1M1E*Trade→
A68RETIREMENT RESOURCES, LLC
CRD 151889
MI$166.1M4E*Trade→
A66BRADFORD FINANCIAL CENTER
CRD 110953
IA$229.7M8Charles Schwab→
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade→
A66REITZ CAPITAL ADVISORS LLC
CRD 167088
MI$103.4M1Charles Schwab→
A66JFR FINANCIAL SERVICES, INC.
CRD 124456
MI$276.6M2Fidelity→
A66HILLMAN CAPITAL MANAGEMENT INC
CRD 110096
MD$195.9M2Charles Schwab→
A65OLD OAK FINANCIAL PLANNING, INC.
CRD 122500
MI$160.3M4Charles Schwab→
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing→
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab→
A65ACADIA LEGACY GROUP, LLC
CRD 291481
IA$133.2M1Charles Schwab→
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James→
B65EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
CRD 145420
MD$220.9M5E*Trade→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab→
B64HANOVER ADVISORS, INC
CRD 119655
SC$354.9M3Pershing→
B64MILLER CAPITAL PARTNERS, INC.
CRD 124489
MI$311.6M2Charles Schwab→
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab→
B63BRICKELL KEY ASSET MANAGEMENT LLC
CRD 295209
SC$119.9M—E*Trade→
B63TUVE INVESTMENT MANAGEMENT, INC.
CRD 226702
IA$147.7M2Charles Schwab→
B62GREAT LAKES WEALTH, LLC
CRD 282362
MI$166.3M1Charles Schwab→
B62EXECUTIVE FINANCIAL SERVICES INC
CRD 110180
MI$199.4M3Charles Schwab→
B62PROMETHIUM ADVISORS, LLC
CRD 329565
MD$235.3M4Charles Schwab→
B61DUET ADVISORY SERVICES LLC
CRD 283584
MI$316.5M3Charles Schwab→
B61DS INVESTMENT ADVISORS
CRD 319351
MI$386.1M2Fidelity→
B61STONEFIELD INVESTMENT ADVISORY, INC.
CRD 113802
IA$120.3M1Charles Schwab→
B61GLOBAL FINANCIAL PLANNING GROUP, LLC
CRD 114803
MI$135.3M2Charles Schwab→
B61SYNERGY WEALTH MANAGEMENT, LLC
CRD 174633
MI$127.1M3Charles Schwab→
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab→
B61LS INVESTMENT ADVISORS, LLC
CRD 146829
MI$932.1M4Charles Schwab→
B60RICHMOND BROTHERS, INC.
CRD 158916
MI$240.6M5Fidelity→
B60VISION CAPITAL PARTNERS
CRD 175147
MI$146.6M2Charles Schwab→