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726 firms
ActiveState: OR×State: AL×State: CO×State: IA×clear all
ScoreFirmStateAUMAdvisorsCustodian
A87LARIMER CAPITAL CORP
CRD 18189
CO$169.9M2Charles Schwab→
A80FINANCIALLY SPEAKING INC
CRD 106255
CO$164.8M1E*Trade→
A79COLUMBIA BENEFITS, LLC
CRD 132261
CO$116.2M1E*Trade→
A79MUTUAL FUND PROTECTION SERVICE
CRD 115961
CO$102.0M1Charles Schwab→
A79SANCTUARY WEALTH ADVISORS LLC
CRD 285428
CO$191.5M2Pershing→
A76INTEGRA FINANCIAL, INC.
CRD 113422
CO$123.4M4Charles Schwab→
A74PETERSON FINANCIAL SERVICES LLC
CRD 106127
CO$124.0M1E*Trade→
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo→
A72CORNERSTONE INVESTMENT ADVISORS, LLC
CRD 116447
CO$180.8M2Charles Schwab→
A72COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
OR$110.5M2Charles Schwab→
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A69ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
OR$211.7M11Charles Schwab→
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab→
A68ZIDEL FINANCIAL, INC.
CRD 135047
CO$159.6M1Charles Schwab→
A68NORTH FORTY TWO & CO.
CRD 148417
OR$167.9M1Charles Schwab→
A67BRUCE G. ALLEN INVESTMENTS, LLC
CRD 287859
CO$258.1M2Charles Schwab→
A66BRADFORD FINANCIAL CENTER
CRD 110953
IA$229.7M8Charles Schwab→
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade→
A66THREE PEAKS CAPITAL MANAGEMENT, LLC
CRD 127402
CO$222.9M—E*Trade→
A66AGEMY WEALTH ADVISORS, LLC
CRD 218512
CO$130.5M3Charles Schwab→
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade→
A65PEAK CAPITAL MANAGEMENT, LLC
CRD 141488
CO$165.2M4Charles Schwab→
A65RS ASSET MANAGEMENT, LLC
CRD 157768
CO$107.2M2LPL Financial→
A65HINCHLEY ADVISORY GROUP, LLC
CRD 157860
CO$193.1M1Charles Schwab→
A65ACADIA LEGACY GROUP, LLC
CRD 291481
IA$133.2M1Charles Schwab→
A65GILPIN WEALTH MANAGEMENT LLC
CRD 311336
CO$227.2M4Charles Schwab→
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James→
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6M—E*Trade→
B63STARK RICHARD JOSEPH
CRD 107636
CO$426.1M—E*Trade→
B63ACCELERATED WEALTH ADVISORS LLC
CRD 170022
CO$180.5M1Pershing→
B63TUVE INVESTMENT MANAGEMENT, INC.
CRD 226702
IA$147.7M2Charles Schwab→
B62ATHENAINVEST ADVISORS LLC
CRD 146224
CO$80.4M4Charles Schwab→
B62SYNERGY CAPITAL OF COLORADO LLC
CRD 334117
CO$98.8M2Fidelity→
B62TNL ASSET MANAGEMENT LLC
CRD 137419
CO$139.3M1Charles Schwab→
B62SILVERPEAK WEALTH ADVISORS, LLC
CRD 170732
CO$177.4M2Charles Schwab→
B61TOWLE & CO
CRD 110862
CO$473.7M11Pershing→
B61WELLSPRING ADVISORS, INC.
CRD 147861
OR$152.2M2E*Trade→
B61RETIREMENT CONSULTING GROUP, INC.
CRD 311184
OR$457.0M2Charles Schwab→
B61ALTIUS FINANCIAL, INC.
CRD 113268
CO$212.2M3Charles Schwab→
B61STONEFIELD INVESTMENT ADVISORY, INC.
CRD 113802
IA$120.3M1Charles Schwab→
B61RED MOUNTAIN FINANCIAL, LLC
CRD 277100
CO$184.4M—Charles Schwab→
B61OREGON PACIFIC WEALTH MANAGEMENT, LLC
CRD 283958
OR$156.3M4Charles Schwab→
B60WORLD CAPITAL ADVISORS, LLC
CRD 135941
CO$72.0M3E*Trade→
B60HINDS FINANCIAL GROUP INC
CRD 129971
CO$536.9M6Pershing→
B59ESSENTIAL INVESTMENT PARTNERS, LLC
CRD 149509
CO$223.0M2E*Trade→
B59WAZEE STREET CAPITAL MANAGEMENT LLC
CRD 159165
CO$203.4M—Folio Institutional→
B59CONSILIUM, LLC
CRD 304503
CO$215.0M1Charles Schwab→
B59SOUTHERN CAPITAL SERVICES, INC.
CRD 105582
AL$192.5M6Charles Schwab→
B59FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
CRD 109036
CO$905.2M10Goldman Sachs→
B59PEACE OF MIND FINANCIAL, INC
CRD 289067
CO$123.6M2Charles Schwab→