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1,445 firms
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ScoreFirmStateAUMAdvisorsCustodian
A89THE MOORINGS GROUP, LLC
CRD 129403
GA$439.6M2Fidelity→
A85ROCKBRIDGE ASSET MANAGEMENT, LLC
CRD 329880
VA$218.0M1Interactive Brokers→
A84LORETTA NOLAN ASSOCIATES, LLC
CRD 126468
CT$135.8M1Charles Schwab→
A84BLUELIST PARTNERS, LLC
CRD 304568
VA$134.3M1Charles Schwab→
A82GUTT FINANCIAL MANAGEMENT, LLC
CRD 109270
GA$162.1M1E*Trade→
A79THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD 117500
GA$151.9M2Raymond James→
A75ASPETUCK FINANCIAL MANAGEMENT LLC
CRD 134500
CT$178.3M1Charles Schwab→
A75ALEXANDER CAPITAL ADVISORS, LLC
CRD 140508
CT$104.2M1Charles Schwab→
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A74ST. JOHN & ASSOCIATES, INC.
CRD 124778
GA$128.4M3E*Trade→
A73ALEXANDER RANDOLPH ADVISORY INC
CRD 106024
VA$403.9M2Charles Schwab→
A73AURORA INVESTMENT COUNSEL
CRD 107460
GA$252.7M2Charles Schwab→
A73MURPHY MIDDLETON HINKLE & PARKER, INC.
CRD 107861
GA$435.3M2Charles Schwab→
A72COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
OR$110.5M2Charles Schwab→
A72MCCORMACK FINANCIAL PLANNING INC.
CRD 136857
GA$115.7M3Pershing→
A70CONSTITUTION CAPITAL LLC
CRD 310378
CT$241.3M3Fidelity→
A70Z3 CAPITAL PARTNERS, LLC
CRD 336791
VA$466.8M3Raymond James→
A70AVENIR CORPORATION
CRD 110545
VA$849.3M3Fidelity→
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade→
A70CARTER, TERRY & COMPANY, INC.
CRD 16365
GA$104.0M32E*Trade→
A69ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
OR$211.7M11Charles Schwab→
A69GEORGE M. HILLER COMPANIES, LLC
CRD 112409
GA$183.0M5Charles Schwab→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A68ALDER FINANCIAL GROUP INC
CRD 108837
GA$224.1M2Charles Schwab→
A68NORTH FORTY TWO & CO.
CRD 148417
OR$167.9M1Charles Schwab→
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial→
A68KIRK CAPITAL ADVISORS LLC
CRD 312401
VA$204.9M4Charles Schwab→
A68DRUM HILL CAPITAL, LLC
CRD 123359
CT$194.3M3E*Trade→
A67DIASTOLE WEALTH MANAGEMENT, INC.
CRD 111604
CT$396.0M9Charles Schwab→
A67HERITAGE CAPITAL, LLC
CRD 127650
CT$146.9M3E*Trade→
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James→
A67KEYSTONE ASSET MANAGEMENT, INC.
CRD 130101
VA$261.0M—E*Trade→
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade→
A66FIRST CITY CAPITAL MANAGEMENT INC
CRD 104780
GA$423.7M4Charles Schwab→
A66PORTFOLIO ADVISORY GROUP, INC.
CRD 116011
VA$115.8M2—→
A66GIRA & GIRA INVESTMENT ADVISORS LLC
CRD 167813
VA$121.4M2—→
A66GRANITE ISLANDS PRIVATE WEALTH, LLC
CRD 336263
CT$229.9M4E*Trade→
A65UNION STREET PARTNERS LLC
CRD 156148
VA$86.3M—E*Trade→
A65JAMES SCOTT S CO
CRD 105861
VA$139.4M3Pershing→
A65DIAMANT ASSET MANAGEMENT, INC.
CRD 107788
CT$211.5M4Fidelity→
A65FINANCIAL ARCHITECTS, LLC
CRD 116027
GA$199.2M3Charles Schwab→
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing→
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab→
A65KORVING & COMPANY LLC
CRD 152095
VA$137.5M3Charles Schwab→
A65OCTOBER EFFECT LTD.
CRD 281369
VA$138.9M4Charles Schwab→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B64COMPREHENSIVE FINANCIAL PLANNING CORPORATION
CRD 107549
VA$263.9M3Charles Schwab→
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab→
B64CAPITAL ENDURANCE GROUP, INC
CRD 284793
GA$108.8M2Charles Schwab→
B64HUNTER MICHAEL INVESTMENT ADVISORS INC
CRD 107884
VA$81.2M1E*Trade→