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495 firms
ActiveState: NC×State: AL×State: OK×clear all
ScoreFirmStateAUMAdvisorsCustodian
A80COMPREHENSIVE FINANCIAL PLANNING INC
CRD 109822
OK$176.0M1Charles Schwab→
A78WESTHAMPTON CAPITAL, LLC
CRD 119176
NC$238.5M4Fidelity→
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo→
A72WELLS FINANCIAL MANAGEMENT, LLC
CRD 158030
NC$132.7M1Charles Schwab→
A71LEWIS FINANCIAL MANAGEMENT, LLC
CRD 116344
NC$338.7M3E*Trade→
A71INTERCAROLINA FINANCIAL SERVICES, INC.
CRD 19475
NC$85.4M31E*Trade→
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab→
A69EMERALD ASSET MANAGEMENT, INC.
CRD 174691
NC$120.8M2Raymond James→
A68CAPITAL MANAGEMENT LLC
CRD 109416
NC$383.0M3Charles Schwab→
A68THE WEALTH GROUP, LTD
CRD 154106
NC$160.2M5Charles Schwab→
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade→
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade→
A65GOUWS CAPITAL LLC
CRD 153812
NC$209.9M2Charles Schwab→
A65PINAFORE WEALTH COUNSEL INC.
CRD 170540
NC$173.6M2Charles Schwab→
B65VN CAPITAL MANAGEMENT, LLC
CRD 166761
NC$63.0M—Pershing→
B64BLUE WATER CAPITAL MANAGEMENT, LLC
CRD 127193
NC$159.8M4Charles Schwab→
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6M—E*Trade→
B62H. S. DREHER CAPITAL MANAGEMENT, LLC
CRD 104537
NC$148.2M2Charles Schwab→
B62ADAPTATION FINANCIAL ADVISORS INC.
CRD 309192
OK$233.6M4Charles Schwab→
B60OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
CRD 306851
OK$4.3M1Charles Schwab→
B60HATTERAS INVESTMENT PARTNERS, LP
CRD 170628
NC$114.8M5U.S. Bank→
B60HARBER CAPITAL LLC
CRD 158939
NC$492.7M—Fidelity→
B59SOUTHERN CAPITAL SERVICES, INC.
CRD 105582
AL$192.5M6Charles Schwab→
B59REH WEALTH ADVISORS LLC
CRD 153826
NC$110.5M1Charles Schwab→
B59GRANADA WEALTH MANAGEMENT, LLC
CRD 285812
NC$171.4M1Charles Schwab→
B58SOUND FINANCIAL MANAGEMENT, INC.
CRD 122670
NC$134.1M2Charles Schwab→
B58SERVO WEALTH MANAGEMENT LLC
CRD 159367
OK$173.8M1Charles Schwab→
B58REVO FINANCIAL, LLC
CRD 172646
OK$135.4M2Fidelity→
B58PERISSOS PRIVATE WEALTH MANAGEMENT, LLC
CRD 217514
OK$167.1M2Charles Schwab→
B58PASSPORT WEALTH MANAGEMENT LLC
CRD 297449
NC$115.3M2Charles Schwab→
B58BRIGHT INVESTMENTS, LLC
CRD 269955
AL$151.5M4E*Trade→
B57H. L. ORMOND & COMPANY, LLC
CRD 313593
NC$401.4M2Raymond James→
B57PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC
CRD 149889
NC$162.8M3Charles Schwab→
B57DMC GROUP, LLC
CRD 174077
AL$176.7M3Charles Schwab→
B57EPIC WEALTH MANAGEMENT, LLC
CRD 297643
OK$120.8M3Raymond James→
B57BHK INVESTMENT ADVISORS, LLC
CRD 140515
AL$794.1M5Charles Schwab→
B56CALAMITA WEALTH MANAGEMENT INC.
CRD 153316
NC$138.2M2Charles Schwab→
B56COLARION LLC
CRD 284588
AL$188.3M3Charles Schwab→
B56EVERGREEN WEALTH ADVISORS
CRD 326535
NC$112.5M3Charles Schwab→
B56PINNACLE HOLDINGS, LLC
CRD 108086
OK$508.3M6Charles Schwab→
B55AULL & MONROE INVESTMENT MANAGEMENT CORP
CRD 104830
AL$323.2M4Charles Schwab→
B55COURSE MANAGEMENT INVESTMENT ADVISORS, LLC
CRD 306974
NC$100.3M4—→
B55FUND DIRECT ADVISORS INC.
CRD 155363
NC$593.0M4E*Trade→
B55SUSTAINABLE ADVISORS ALLIANCE LLC
CRD 312061
OK$234.8M8Charles Schwab→
B55MELIORA CAPITAL, LLC
CRD 172367
OK$174.8M1Charles Schwab→
B55PENDLETON FINANCIAL, LLC
CRD 325303
NC$160.0M1Charles Schwab→
B55FOREST CAPITAL OPERATING COMPANY LLC
CRD 325514
NC$143.2M2Charles Schwab→
B54STRUCTURAL SOLUTIONS LLC
CRD 319155
NC$133.0M—E*Trade→
B54ABS LEGACY PARTNERS, LLC
CRD 325604
NC$670.8M1Charles Schwab→