SourcingSourcing
Filters3▾
1,912 firms
ActiveState: OH×State: NJ×State: FL×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90WINNING POINTS ADVISORS, L.L.C.
CRD 118077
FL$173.1M1Charles Schwab→
A85STAN EVANS FINANCIAL PLANNING, LLC
CRD 164320
OH$122.0M—Charles Schwab→
A84SHANNON T. PITNER AND COMPANY
CRD 311853
FL$107.9M1Raymond James→
A81WELLS GLOBAL INVESTMENT ADVISERS LLC
CRD 150139
FL$101.3M2Pershing→
A80OSPREY CAPITAL MANAGEMENT CORP.
CRD 172524
FL$197.2M—E*Trade→
A78ALAN B. LANCZ & ASSOCIATES, INC.
CRD 105363
OH$175.4M1Charles Schwab→
A76CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
CRD 107865
NJ$107.9M1Charles Schwab→
A75LIVELSBERGER, LYNN LOUIS
CRD 117665
OH$176.4M1Charles Schwab→
A75THE WEALTH ADVANTAGE GROUP, INC.
CRD 122231
OH$146.4M2Charles Schwab→
A75COMPREHENSIVE CAPITAL MANAGEMENT, INC.
CRD 119890
NJ$77.5M8Pershing→
A75GLOBAL WEALTH MANAGEMENT, LLC
CRD 153677
NJ$245.7M3Charles Schwab→
A75SYNTAX RESEARCH, INC.
CRD 151948
FL$202.9M1E*Trade→
A74GARLIKOV ADVISORS INC
CRD 112352
OH$207.6M3E*Trade→
A74RABE INVESTMENT CONSULTING GROUP
CRD 316029
OH$129.9M2E*Trade→
A73SUMMIT FINANCIAL ADVISORS, INC.
CRD 145007
OH$199.4M5Charles Schwab→
A72JRP CAPITAL CORP
CRD 106285
OH$108.5M—E*Trade→
A72APPALACHIAN CAPITAL MANAGEMENT LTD
CRD 120038
OH$175.3M2Charles Schwab→
A72AUREUM WEALTH MANAGEMENT, LLC
CRD 272027
FL$150.6M3Charles Schwab→
A72DELTA CAPITAL MANAGEMENT LLC
CRD 106248
NJ$240.2M1Charles Schwab→
A72GROESBECK INVESTMENT MANAGEMENT CORP
CRD 106679
NJ$54.7M2E*Trade→
A72MONEY MANAGEMENT CONCEPTS, INC.
CRD 111485
FL$119.6M2Charles Schwab→
A72JCT INVESTMENT COUNSEL, INC.
CRD 112571
OH$129.1M1Charles Schwab→
A72ODA AND COMPANY, INC.
CRD 119952
OH$125.6M2—→
A72GARDEN STATE RETIREMENT SPECIALISTS, LLC
CRD 128414
NJ$109.3M2Pershing→
A72STAWNYCHY FINANCIAL SERVICES, INC.
CRD 128859
NJ$131.2M1Charles Schwab→
A72M3 WEALTH MANAGEMENT, LLC
CRD 335612
OH$160.2M2Charles Schwab→
A71AURORA PRIVATE WEALTH, INC.
CRD 281604
NJ$374.0M21Charles Schwab→
A71FUTURA ASSET ADVISORS LLC
CRD 136285
FL$114.8M1E*Trade→
A70NYE WEALTH MANAGEMENT LLC
CRD 170415
OH$107.7M—Charles Schwab→
A70REDWOOD WEALTH MANAGEMENT GROUP, LLC
CRD 281741
NJ$317.2M—Charles Schwab→
A70LESJAK PLANNING, LLC
CRD 110090
OH$396.0M5Charles Schwab→
A70BUCKEYE-PACIFIC LLC
CRD 311553
FL$225.4M—Goldman Sachs→
A69PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CRD 144601
FL$121.9M11Charles Schwab→
A69RDM CAPITAL ASSOCIATES INC
CRD 106941
NJ$164.5M3Pershing→
A69CHAPMAN & CHAPMAN ADVISORS LLC
CRD 122655
OH$145.6M2Charles Schwab→
A69AMERICAN ASSET MANAGEMENT INC.
CRD 123116
FL$153.3M1Charles Schwab→
A69LIFESTYLE FREEDOM ADVISORY GROUP, LLC
CRD 283512
FL$156.8M5Charles Schwab→
A68INGRAM ADVISORY SERVICES, LLC
CRD 123508
FL$109.3M2Pershing→
A68RUTHERFORD ASSET PLANNING, INC.
CRD 128036
FL$181.3M1Charles Schwab→
A68OMEGA CAPITAL MANAGEMENT,LLC
CRD 129167
NJ$139.7M1Charles Schwab→
A68PCG ASSET MANAGEMENT, LLC
CRD 148208
NJ$143.1M4Pershing→
A68LOYOLA ASSET MANAGEMENT LLC
CRD 153255
FL$239.9M3Pershing→
A68UNIMAR FINANCIAL SERVICES, LLC
CRD 159674
FL$230.8M3Pershing→
A68THE HOGAN-KNOTTS FINANCIAL GROUP, INC.
CRD 106758
NJ$331.6M2E*Trade→
A68CAMPBELL CAPITAL MANAGEMENT INC
CRD 106130
FL$303.3M1E*Trade→
A68ZEST CAPITAL LLC
CRD 316889
FL$90.6M—E*Trade→
A67MCDERMOTT INVESTMENT ADVISORS, LLC
CRD 132221
FL$203.3M10E*Trade→
A67GALLO PARTNERS LP
CRD 329774
NJ$179.0M—Morgan Stanley→
A67STATETRUST CAPITAL, LLC.
CRD 114052
FL$93.7M2E*Trade→
A67ATLANTIS WEALTH ADVISORS LLC
CRD 169956
OH$150.2M4E*Trade→