SourcingSourcing
Filters3▾
722 firms
ActiveState: MD×State: OR×State: VA×clear all
ScoreFirmStateAUMAdvisorsCustodian
A85ROCKBRIDGE ASSET MANAGEMENT, LLC
CRD 329880
VA$218.0M1Interactive Brokers→
A84BLUELIST PARTNERS, LLC
CRD 304568
VA$134.3M1Charles Schwab→
A73ALEXANDER RANDOLPH ADVISORY INC
CRD 106024
VA$403.9M2Charles Schwab→
A73REUTEMANN FINANCIAL SOLUTIONS, INC.
CRD 153247
MD$251.6M6Charles Schwab→
A72MOUNT VERNON ASSOCIATES INC
CRD 107099
MD$232.5M1Charles Schwab→
A72COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
OR$110.5M2Charles Schwab→
A70MONTGOMERY INVESTMENT MANAGEMENT INC
CRD 105417
MD$490.0M2Charles Schwab→
A70Z3 CAPITAL PARTNERS, LLC
CRD 336791
VA$466.8M3Raymond James→
A70INTERVEST LTD
CRD 104614
MD$247.0M2E*Trade→
A70AVENIR CORPORATION
CRD 110545
VA$849.3M3Fidelity→
A70GLOBAL BROKERAGE SERVICES, INC.
CRD 37505
MD$137.3M10E*Trade→
A69ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
OR$211.7M11Charles Schwab→
A68NORTH FORTY TWO & CO.
CRD 148417
OR$167.9M1Charles Schwab→
A68KIRK CAPITAL ADVISORS LLC
CRD 312401
VA$204.9M4Charles Schwab→
A68THE ELLERSON GROUP INC
CRD 106658
MD$291.2M2E*Trade→
A67KEYSTONE ASSET MANAGEMENT, INC.
CRD 130101
VA$261.0M—E*Trade→
A66HILLMAN CAPITAL MANAGEMENT INC
CRD 110096
MD$195.9M2Charles Schwab→
A66PORTFOLIO ADVISORY GROUP, INC.
CRD 116011
VA$115.8M2—→
A66GIRA & GIRA INVESTMENT ADVISORS LLC
CRD 167813
VA$121.4M2—→
A65UNION STREET PARTNERS LLC
CRD 156148
VA$86.3M—E*Trade→
A65JAMES SCOTT S CO
CRD 105861
VA$139.4M3Pershing→
A65KORVING & COMPANY LLC
CRD 152095
VA$137.5M3Charles Schwab→
A65OCTOBER EFFECT LTD.
CRD 281369
VA$138.9M4Charles Schwab→
B65EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
CRD 145420
MD$220.9M5E*Trade→
B64COMPREHENSIVE FINANCIAL PLANNING CORPORATION
CRD 107549
VA$263.9M3Charles Schwab→
B64HUNTER MICHAEL INVESTMENT ADVISORS INC
CRD 107884
VA$81.2M1E*Trade→
B64HERITAGE WEALTH MANAGEMENT GROUP, LTD
CRD 148459
VA$152.2M3Altruist→
B64XPS CAPITAL LLC
CRD 311665
VA$95.3M2Charles Schwab→
B64COURAGE MILLER PARTNERS, LLC
CRD 147360
VA$480.7M3Charles Schwab→
B64JJSA ADVISORS, LTD.
CRD 116460
VA$154.3M2E*Trade→
B64PACTOLUS PRIVATE WEALTH MANAGEMENT LLC
CRD 155195
VA$187.8M6Fidelity→
B63OCTAGON FINANCE LLC
CRD 289850
VA$184.1M—E*Trade→
B62PROMETHIUM ADVISORS, LLC
CRD 329565
MD$235.3M4Charles Schwab→
B61WELLSPRING ADVISORS, INC.
CRD 147861
OR$152.2M2E*Trade→
B61RETIREMENT CONSULTING GROUP, INC.
CRD 311184
OR$457.0M2Charles Schwab→
B61OREGON PACIFIC WEALTH MANAGEMENT, LLC
CRD 283958
OR$156.3M4Charles Schwab→
B61HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
CRD 116670
VA$357.2M3Charles Schwab→
B60MCGINN PENNINGER INVESTMENT MANAGEMENT INC.
CRD 107396
VA$204.4M4E*Trade→
B60CRITERION AFRICA PARTNERS, INC
CRD 291386
MD$85.9M—E*Trade→
B60LB PARTNERS LLC
CRD 309088
VA$191.3M—Interactive Brokers→
B60TUFTON CAPITAL MANAGEMENT, LLC
CRD 113543
MD$463.8M5E*Trade→
B60CAMDEN PARTNERS HOLDINGS, LLC
CRD 117011
MD$369.6M—Raymond James→
B59POTOMAC ASSET MANAGEMENT CO INC
CRD 105730
MD$114.3M——→
B59STANDARD PARTNERS LLC
CRD 167956
MD$108.3M1Charles Schwab→
B59CAPITAL FINANCIAL, LLC
CRD 122844
MD$159.4M2E*Trade→
B59SUMMA GLOBAL ADVISORS, LLC
CRD 148713
OR$144.1M2Charles Schwab→
B59WILLAMETTE FINANCIAL ADVISORS, LLC
CRD 173482
OR$117.5M2Charles Schwab→
B59CHARMARLINE WEALTH MANAGEMENT LLC
CRD 336719
VA$118.8M1Charles Schwab→
B58HARREN EQUITY PARTNERS, LLC
CRD 158494
VA$201.4M—E*Trade→
B58A. J. PERRY & COMPANY, INC.
CRD 107041
MD$108.8M1—→