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2,990 firms
ActiveState: NJ×State: WA×State: MI×State: CA×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90CONFIDENTIAL MANAGEMENT ADVISORS, INC.
CRD 125936
MI$161.9M1Charles Schwab→
A89HALL CAPITAL, LLC
CRD 153961
CA$180.0M2Fidelity→
A87CLEARVIEW INVESTMENT PARTNERS, LLC
CRD 150046
CA$105.3M2Charles Schwab→
A84STEWARD CAPITAL MANAGEMENT, INC.
CRD 104936
MI$95.1M1Charles Schwab→
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→
A79CRAWFORD, GREGORY JASON
CRD 134936
CA$171.6M1Charles Schwab→
A79KRS CAPITAL MANAGEMENT, LLC
CRD 142928
MI$188.9M1Charles Schwab→
A79GASBER FINANCIAL ADVISORS, INC
CRD 157329
CA$177.7M2Charles Schwab→
A79FAIRCHILD FINANCIAL ADVISORS, INC.
CRD 165434
CA$127.3M1Charles Schwab→
A78NEWGROUND SOCIAL INVESTMENT, SPC
CRD 117060
WA$161.1M1Charles Schwab→
A77GREYSTONE FINANCIAL GROUP, LLC
CRD 306595
MI$494.9M4Charles 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→
A76PRIVATE ASSET MANAGEMENT INC
CRD 108815
WA$109.5M2Charles Schwab→
A76CLASSIC FINANCIAL & INSURANCE SERVICES, INC.
CRD 120228
CA$151.6M1—→
A76CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
CRD 107865
NJ$107.9M1Charles Schwab→
A75COOKE WEALTH MANAGEMENT, LLC
CRD 127309
CA$136.9M2Charles Schwab→
A75MERRITHEW & THORSTEN, INC.
CRD 133563
CA$155.0M2Pershing→
A75VIDA WEALTH PARTNERS, INC.
CRD 140824
CA$129.6M1Fidelity→
A75WERLEMANN SECURITIES LLC
CRD 317777
CA$110.0M1Charles Schwab→
A75COMPREHENSIVE CAPITAL MANAGEMENT, INC.
CRD 119890
NJ$77.5M8Pershing→
A75JAFFE ASSET MANAGEMENT LLC
CRD 108082
CA$116.2M1—→
A75GLOBAL WEALTH MANAGEMENT, LLC
CRD 153677
NJ$245.7M3Charles Schwab→
A74LESA SROUFE & COMPANY, INC.
CRD 130232
WA$207.3M4E*Trade→
A74PORTFOLIO STRATEGIES INC
CRD 104685
WA$50.2M3Charles Schwab→
A74SASSER INVESTMENT MANAGEMENT, INC.
CRD 110886
CA$120.1M4Charles Schwab→
A74OPTIMAL CAPITAL ADVISORS, LLC
CRD 144719
MI$119.9M2Fidelity→
A73BARLOW, LINDA, ANN
CRD 111643
CA$239.6M—Charles Schwab→
A72WULFF, HANSEN & CO.
CRD 908
CA$144.8M10Charles Schwab→
A72WFA OF SAN DIEGO, LLC
CRD 307404
CA$206.9M2Charles 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→
A72HAVEN CAPITAL GROUP, INC.
CRD 149641
CA$143.9M1Charles Schwab→
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→
A71AURORA PRIVATE WEALTH, INC.
CRD 281604
NJ$374.0M21Charles Schwab→
A70LAKESIDE ADVISORS INC
CRD 104540
WA$412.2M3Pershing→
A70GRANITE CAPITAL MANAGEMENT, LLC
CRD 141743
CA$314.6M2Charles Schwab→
A70REDWOOD WEALTH MANAGEMENT GROUP, LLC
CRD 281741
NJ$317.2M—Charles Schwab→
A70O'CONNOR WEALTH MANAGEMENT, INC.
CRD 152316
CA$179.1M2Wells Fargo→
A70MENLO ADVISORS LLC
CRD 122721
CA$369.7M1Charles Schwab→
A69ZERMATT WEALTH PARTNERS LLC
CRD 105736
CA$158.4M3Charles Schwab→
A69SPECTRUM FINANCIAL RESOURCES, LLC
CRD 127453
MI$235.3M5Charles Schwab→
A69RDM CAPITAL ASSOCIATES INC
CRD 106941
NJ$164.5M3Pershing→