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1,063 firms
ActiveState: NJ×State: MN×State: AL×State: WA×clear all
ScoreFirmStateAUMAdvisorsCustodian
A78NEWGROUND SOCIAL INVESTMENT, SPC
CRD 117060
WA$161.1M1Charles Schwab→
A78TOTAL WEALTH ADVISORS, LLC
CRD 164633
MN$107.2M2Charles Schwab→
A76PRIVATE ASSET MANAGEMENT INC
CRD 108815
WA$109.5M2Charles Schwab→
A76CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
CRD 107865
NJ$107.9M1Charles Schwab→
A75BANNERSTONE CAPITAL MANAGEMENT, LLC
CRD 147447
MN$155.3M3Charles Schwab→
A75FBD ASSET MGMT, LLC
CRD 307216
MN$76.8M1Charles Schwab→
A75COMPREHENSIVE CAPITAL MANAGEMENT, INC.
CRD 119890
NJ$77.5M8Pershing→
A75GLOBAL WEALTH MANAGEMENT, LLC
CRD 153677
NJ$245.7M3Charles Schwab→
A75TROTT BROOK FINANCIAL, INC.
CRD 290962
MN$120.5M1Fidelity→
A74LESA SROUFE & COMPANY, INC.
CRD 130232
WA$207.3M4E*Trade→
A74PORTFOLIO STRATEGIES INC
CRD 104685
WA$50.2M3Charles Schwab→
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo→
A73TEALWOOD ASSET MANAGEMENT INC
CRD 105245
MN$365.4M5Charles Schwab→
A72DELTA CAPITAL MANAGEMENT LLC
CRD 106248
NJ$240.2M1Charles Schwab→
A72GROESBECK INVESTMENT MANAGEMENT CORP
CRD 106679
NJ$54.7M2E*Trade→
A72GARDEN STATE RETIREMENT SPECIALISTS, LLC
CRD 128414
NJ$109.3M2Pershing→
A72STAWNYCHY FINANCIAL SERVICES, INC.
CRD 128859
NJ$131.2M1Charles Schwab→
A71LEGACY FINANCIAL ADVISORS CORPORATION
CRD 115384
MN$317.7M2Charles Schwab→
A71ENCORE WEALTH ADVISORS, LLC
CRD 336566
MN$121.7M1Charles Schwab→
A71AURORA PRIVATE WEALTH, INC.
CRD 281604
NJ$374.0M21Charles Schwab→
A70LAKESIDE ADVISORS INC
CRD 104540
WA$412.2M3Pershing→
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A70REDWOOD WEALTH MANAGEMENT GROUP, LLC
CRD 281741
NJ$317.2M—Charles Schwab→
A70JOSH ARNOLD INVESTMENT CONSULTANT, LLC
CRD 163088
MN$142.1M2E*Trade→
A69RDM CAPITAL ASSOCIATES INC
CRD 106941
NJ$164.5M3Pershing→
A69PERKINS CAPITAL MANAGEMENT INC
CRD 105028
MN$139.0M1E*Trade→
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab→
A68OMEGA CAPITAL MANAGEMENT,LLC
CRD 129167
NJ$139.7M1Charles Schwab→
A68PCG ASSET MANAGEMENT, LLC
CRD 148208
NJ$143.1M4Pershing→
A68THE HOGAN-KNOTTS FINANCIAL GROUP, INC.
CRD 106758
NJ$331.6M2E*Trade→
A67GALLO PARTNERS LP
CRD 329774
NJ$179.0M—Morgan Stanley→
A67CARNEGIE LAKE ADVISORS LLC
CRD 330024
NJ$403.0M7Charles Schwab→
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade→
A66THE PLANNER'S EDGE LLC
CRD 114616
WA$178.7M3Charles Schwab→
A66WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
CRD 279034
NJ$115.3M2Charles Schwab→
A66RARE WOLF CAPITAL LLC
CRD 334465
WA$179.6M1Charles Schwab→
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade→
A65RUNDE & CO. LLC
CRD 106383
WA$209.5M2Charles Schwab→
A65PSC FINANCIAL LLC
CRD 172054
MN$135.1M2LPL Financial→
A65SACKS & ASSOCIATES, LLC
CRD 174909
NJ$212.8M3Charles Schwab→
A65HALLETT INVESTMENTS, LLC
CRD 306187
WA$157.9M5Charles Schwab→
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6M—E*Trade→
B64PRESTIGE WEALTH SERVICES GROUP, INC.
CRD 166641
NJ$175.2M4Charles Schwab→
B64SOMERSET GROUP LLC
CRD 160282
MN$145.6M3Charles Schwab→
B64GREENBERG GARY LOUIS
CRD 108423
MN$141.1M1E*Trade→
B64SANDER CAPITAL ADVISORS, INC.
CRD 112499
WA$210.0M2E*Trade→
B64VORPAHL WING SECURITIES, INC.
CRD 47548
WA$124.4M4E*Trade→
B63S CAPITAL WEALTH ADVISORS, LLC
CRD 172591
MN$127.5M3Charles Schwab→
B63VAUGHAN AND COMPANY SECURITIES, INC.
CRD 18826
NJ$218.9M2Fidelity→
B63NAVISTA WEALTH MANAGEMENT, INC.
CRD 332373
MN$709.6M4Raymond James→