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494 firms
ActiveState: OK×State: IA×State: NC×clear all
ScoreFirmStateAUMAdvisorsCustodian
A80COMPREHENSIVE FINANCIAL PLANNING INC
CRD 109822
OK$176.0M1Charles Schwab→
A78WESTHAMPTON CAPITAL, LLC
CRD 119176
NC$238.5M4Fidelity→
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→
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→
A66BRADFORD FINANCIAL CENTER
CRD 110953
IA$229.7M8Charles Schwab→
A65GOUWS CAPITAL LLC
CRD 153812
NC$209.9M2Charles Schwab→
A65PINAFORE WEALTH COUNSEL INC.
CRD 170540
NC$173.6M2Charles Schwab→
A65ACADIA LEGACY GROUP, LLC
CRD 291481
IA$133.2M1Charles Schwab→
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James→
B65VN CAPITAL MANAGEMENT, LLC
CRD 166761
NC$63.0M—Pershing→
B64BLUE WATER CAPITAL MANAGEMENT, LLC
CRD 127193
NC$159.8M4Charles Schwab→
B63TUVE INVESTMENT MANAGEMENT, INC.
CRD 226702
IA$147.7M2Charles Schwab→
B62H. S. DREHER CAPITAL MANAGEMENT, LLC
CRD 104537
NC$148.2M2Charles Schwab→
B62ADAPTATION FINANCIAL ADVISORS INC.
CRD 309192
OK$233.6M4Charles Schwab→
B61STONEFIELD INVESTMENT ADVISORY, INC.
CRD 113802
IA$120.3M1Charles 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→
B59REH WEALTH ADVISORS LLC
CRD 153826
NC$110.5M1Charles Schwab→
B59GRANADA WEALTH MANAGEMENT, LLC
CRD 285812
NC$171.4M1Charles Schwab→
B59KEYSTONE WEALTH MANAGEMENT INC.
CRD 304133
IA$137.4M1Charles 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→
B57WEITZEL FINANCIAL SERVICES, INC.
CRD 27346
IA$327.8M7Charles Schwab→
B57TFP MANAGEMENT, LLC
CRD 313543
IA$273.0M3Charles Schwab→
B57H. L. ORMOND & COMPANY, LLC
CRD 313593
NC$401.4M2Raymond James→
B57INVESTMENT CONSULTING GROUP INC
CRD 106967
IA$2.84B2Charles Schwab→
B57PRIVATE WEALTH MANAGEMENT OF NORTH CAROLINA LLC
CRD 149889
NC$162.8M3Charles Schwab→
B57EPIC WEALTH MANAGEMENT, LLC
CRD 297643
OK$120.8M3Raymond James→
B56CALAMITA WEALTH MANAGEMENT INC.
CRD 153316
NC$138.2M2Charles Schwab→
B56EVERGREEN WEALTH ADVISORS
CRD 326535
NC$112.5M3Charles Schwab→
B56PINNACLE HOLDINGS, LLC
CRD 108086
OK$508.3M6Charles 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→
B54THE PINES WEALTH MANAGEMENT, LLC
CRD 326353
NC$485.9M2Charles Schwab→
B54CROSSGEN WEALTH LLC
CRD 336270
NC$222.8M2Raymond James→
B53EVEN HERD LLC
CRD 329728
OK$55.9M—E*Trade→