SourcingSourcing
Filters5▾
2,938 firms
ActiveState: OR×State: AL×State: CA×State: SC×State: PA×clear all
ScoreFirmStateAUMAdvisorsCustodian
A89HALL CAPITAL, LLC
CRD 153961
CA$180.0M2Fidelity→
A87CLEARVIEW INVESTMENT PARTNERS, LLC
CRD 150046
CA$105.3M2Charles Schwab→
A83COVE STREET CAPITAL, LLC
CRD 156260
CA$93.8M1Charles Schwab→
A81RCM ROBINSON CAPITAL MANAGEMENT LLC
CRD 112814
CA$61.8M1E*Trade→
A81EHB FINANCIAL RESOURCES MANAGEMENT, INC.
CRD 116186
PA$164.0M1Charles Schwab→
A81AWR INVESTMENT MANAGEMENT, LLC
CRD 118538
CA$131.6M1Charles Schwab→
A80TRIDENT ADVISORS INC
CRD 108920
PA$116.9M1Wells Fargo→
A80CHARTERED ADVISORY GROUP, INC.
CRD 116517
PA$127.7M4Charles Schwab→
A79CRAWFORD, GREGORY JASON
CRD 134936
CA$171.6M1Charles Schwab→
A79GASBER FINANCIAL ADVISORS, INC
CRD 157329
CA$177.7M2Charles Schwab→
A79FAIRCHILD FINANCIAL ADVISORS, INC.
CRD 165434
CA$127.3M1Charles 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→
A76CLASSIC FINANCIAL & INSURANCE SERVICES, INC.
CRD 120228
CA$151.6M1—→
A75BERKSHIRE ADVISORS, INC.
CRD 122389
PA$97.1M2Charles 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→
A75WATKINSON CAPITAL ADVISORS LLC
CRD 151862
PA$124.2M3Charles Schwab→
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A75WERLEMANN SECURITIES LLC
CRD 317777
CA$110.0M1Charles Schwab→
A75JAFFE ASSET MANAGEMENT LLC
CRD 108082
CA$116.2M1—→
A74SASSER INVESTMENT MANAGEMENT, INC.
CRD 110886
CA$120.1M4Charles Schwab→
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo→
A73BARLOW, LINDA, ANN
CRD 111643
CA$239.6M—Charles Schwab→
A72WULFF, HANSEN & CO.
CRD 908
CA$144.8M10Charles Schwab→
A72DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD 108232
PA$123.2M3Charles Schwab→
A72ACT CAPITAL MANAGEMENT, LLC
CRD 307272
PA$163.9M—Fidelity→
A72WFA OF SAN DIEGO, LLC
CRD 307404
CA$206.9M2Charles Schwab→
A72COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
OR$110.5M2Charles 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→
A70GRANITE CAPITAL MANAGEMENT, LLC
CRD 141743
CA$314.6M2Charles Schwab→
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade→
A70HEALTHVIEW ASSET MANAGEMENT, INC.
CRD 141884
PA$104.4M4E*Trade→
A70O'CONNOR WEALTH MANAGEMENT, INC.
CRD 152316
CA$179.1M2Wells Fargo→
A70MENLO ADVISORS LLC
CRD 122721
CA$369.7M1Charles Schwab→
A70BORER DENTON & ASSOCIATES, INC.
CRD 135729
PA$403.0M2Pershing→
A69ZERMATT WEALTH PARTNERS LLC
CRD 105736
CA$158.4M3Charles Schwab→
A69ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
OR$211.7M11Charles Schwab→
A69GIBRALTAR WEALTH MANAGEMENT, LLC
CRD 124128
PA$212.7M5Charles Schwab→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A69LOCKERMAN FINANCIAL GROUP, INC
CRD 316860
CA$110.1M1Charles Schwab→
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab→
A68CLUTINGER WILLIAMS & VERHOYE INC
CRD 111082
CA$163.1M2Charles Schwab→
A68EMBARCADERO FINANCIAL INVESTMENT ADVISORY, LLC
CRD 140929
CA$169.8M2Pershing→