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859 firms
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ScoreFirmStateAUMAdvisorsCustodian
A85ROCKBRIDGE ASSET MANAGEMENT, LLC
CRD 329880
VA$218.0M1Interactive Brokers→
A84BLUELIST PARTNERS, LLC
CRD 304568
VA$134.3M1Charles Schwab→
A78NEWGROUND SOCIAL INVESTMENT, SPC
CRD 117060
WA$161.1M1Charles Schwab→
A76PRIVATE ASSET MANAGEMENT INC
CRD 108815
WA$109.5M2Charles Schwab→
A74LESA SROUFE & COMPANY, INC.
CRD 130232
WA$207.3M4E*Trade→
A74PORTFOLIO STRATEGIES INC
CRD 104685
WA$50.2M3Charles Schwab→
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo→
A73ALEXANDER RANDOLPH ADVISORY INC
CRD 106024
VA$403.9M2Charles Schwab→
A72COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
OR$110.5M2Charles Schwab→
A70LAKESIDE ADVISORS INC
CRD 104540
WA$412.2M3Pershing→
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A70Z3 CAPITAL PARTNERS, LLC
CRD 336791
VA$466.8M3Raymond James→
A70AVENIR CORPORATION
CRD 110545
VA$849.3M3Fidelity→
A69ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
OR$211.7M11Charles Schwab→
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab→
A68NORTH FORTY TWO & CO.
CRD 148417
OR$167.9M1Charles Schwab→
A68KIRK CAPITAL ADVISORS LLC
CRD 312401
VA$204.9M4Charles Schwab→
A67KEYSTONE ASSET MANAGEMENT, INC.
CRD 130101
VA$261.0M—E*Trade→
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade→
A66THE PLANNER'S EDGE LLC
CRD 114616
WA$178.7M3Charles Schwab→
A66PORTFOLIO ADVISORY GROUP, INC.
CRD 116011
VA$115.8M2—→
A66GIRA & GIRA INVESTMENT ADVISORS LLC
CRD 167813
VA$121.4M2—→
A66RARE WOLF CAPITAL LLC
CRD 334465
WA$179.6M1Charles Schwab→
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade→
A65UNION STREET PARTNERS LLC
CRD 156148
VA$86.3M—E*Trade→
A65JAMES SCOTT S CO
CRD 105861
VA$139.4M3Pershing→
A65RUNDE & CO. LLC
CRD 106383
WA$209.5M2Charles Schwab→
A65KORVING & COMPANY LLC
CRD 152095
VA$137.5M3Charles Schwab→
A65OCTOBER EFFECT LTD.
CRD 281369
VA$138.9M4Charles Schwab→
A65HALLETT INVESTMENTS, LLC
CRD 306187
WA$157.9M5Charles Schwab→
B64COMPREHENSIVE FINANCIAL PLANNING CORPORATION
CRD 107549
VA$263.9M3Charles Schwab→
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6M—E*Trade→
B64HUNTER MICHAEL INVESTMENT ADVISORS INC
CRD 107884
VA$81.2M1E*Trade→
B64HERITAGE WEALTH MANAGEMENT GROUP, LTD
CRD 148459
VA$152.2M3Altruist→
B64XPS CAPITAL LLC
CRD 311665
VA$95.3M2Charles Schwab→
B64COURAGE MILLER PARTNERS, LLC
CRD 147360
VA$480.7M3Charles Schwab→
B64SANDER CAPITAL ADVISORS, INC.
CRD 112499
WA$210.0M2E*Trade→
B64JJSA ADVISORS, LTD.
CRD 116460
VA$154.3M2E*Trade→
B64VORPAHL WING SECURITIES, INC.
CRD 47548
WA$124.4M4E*Trade→
B64PACTOLUS PRIVATE WEALTH MANAGEMENT LLC
CRD 155195
VA$187.8M6Fidelity→
B63OCTAGON FINANCE LLC
CRD 289850
VA$184.1M—E*Trade→
B62JMK & ASSOCIATES, LLC
CRD 312760
WA$268.4M1LPL Financial→
B61CONTINENTAL INVESTORS SERVICES, INC.
CRD 29775
WA$196.8M19E*Trade→
B61WELLSPRING ADVISORS, INC.
CRD 147861
OR$152.2M2E*Trade→
B61RETIREMENT CONSULTING GROUP, INC.
CRD 311184
OR$457.0M2Charles Schwab→
B61OREGON PACIFIC WEALTH MANAGEMENT, LLC
CRD 283958
OR$156.3M4Charles Schwab→
B61PATHMONT, LLC
CRD 299217
WA$169.7M1Charles Schwab→
B61HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
CRD 116670
VA$357.2M3Charles Schwab→
B60MCGINN PENNINGER INVESTMENT MANAGEMENT INC.
CRD 107396
VA$204.4M4E*Trade→
B60LB PARTNERS LLC
CRD 309088
VA$191.3M—Interactive Brokers→