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3,770 firms
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ScoreFirmStateAUMAdvisorsCustodian
A88ARISTA ADVISORY GROUP, LLC
CRD 285722
NY$143.7M1Charles Schwab→
A87CONRAD CAPITAL MANAGEMENT, INC.
CRD 113648
NY$90.7M2Charles Schwab→
A84LORETTA NOLAN ASSOCIATES, LLC
CRD 126468
CT$135.8M1Charles Schwab→
A82INVICTUS TIMING SERVICE LTD
CRD 106372
NY$103.0M1E*Trade→
A82MOLLOT & HARDY, INC.
CRD 128377
NY$80.6M2Pershing→
A81EXCOMP ASSET MANAGEMENT LTD
CRD 110434
NY$140.2M2Charles Schwab→
A79WYSER-PRATTE MANAGEMENT CO., INC.
CRD 106399
NY$58.6M—E*Trade→
A79PROFESSIONAL FINANCIAL STRATEGIES, INC
CRD 125580
NY$225.8M3Charles Schwab→
A78NEWGROUND SOCIAL INVESTMENT, SPC
CRD 117060
WA$161.1M1Charles Schwab→
A78ASPIRE ADVISORS, LLC
CRD 150652
NY$109.2M7E*Trade→
A78AXIOM INVESTMENT MANAGEMENT LLC
CRD 141516
NY$236.8M1E*Trade→
A77R.M.SINCERBEAUX CAPITAL MANAGEMENT, LLC.
CRD 145159
NY$227.1M1Goldman Sachs→
A77BH ASSET MANAGEMENT, LLC
CRD 152117
NY$117.0M—Fidelity→
A76PRIVATE ASSET MANAGEMENT INC
CRD 108815
WA$109.5M2Charles Schwab→
A76FIDUCIARY MANAGEMENT GROUP, LLC
CRD 136612
NY$70.7M1Charles Schwab→
A75OCCAM CAPITAL MANAGEMENT, LLC
CRD 108201
NY$67.4M1Charles Schwab→
A75ASPETUCK FINANCIAL MANAGEMENT LLC
CRD 134500
CT$178.3M1Charles Schwab→
A75ALEXANDER CAPITAL ADVISORS, LLC
CRD 140508
CT$104.2M1Charles Schwab→
A75ABERNATHY GROUP II LLC
CRD 152401
NY$80.2M1Charles Schwab→
A75NETWORK INVESTMENT ADVISORS INCORPORATED
CRD 290927
NY$57.4M—Charles Schwab→
A75TERRA NOVA ASSET MANAGEMENT LLC
CRD 111676
NY$220.2M2Fidelity→
A74HENRY JAMES INTERNATIONAL MANAGEMENT, INC.
CRD 169293
NY$402.4M1E*Trade→
A74LESA SROUFE & COMPANY, INC.
CRD 130232
WA$207.3M4E*Trade→
A74MON CAPITAL MANAGEMENT LLC
CRD 333785
NY$95.0M1E*Trade→
A74PORTFOLIO STRATEGIES INC
CRD 104685
WA$50.2M3Charles Schwab→
A74MAIDSTONE WEALTH MANAGEMENT, LLC
CRD 291873
NY$27.4M1E*Trade→
A73REIK & CO., LLC
CRD 142414
NY$322.1M4Fidelity→
A73TROTTA, JOHN (NMN)
CRD 125537
NY$135.0M3E*Trade→
A73FINANCIAL ASSET MANAGEMENT CORP
CRD 106643
NY$436.2M3Charles Schwab→
A73TAGLICH BROTHERS, INC.
CRD 29102
NY$37.7M1E*Trade→
A72TIMECAPITAL INVESTOR ADVISORY SERVICES INC
CRD 105672
NY$232.1M4Pershing→
A72SEACREST INVESTMENT MANAGEMENT, LLC
CRD 143670
NY$110.9M3Charles Schwab→
A72SUMMIT PLANNING GROUP, INC.
CRD 125994
NY$111.0M1Charles Schwab→
A72INSTITUTIONAL INVESTMENT ADVISORS CORP
CRD 126055
NY$105.2M1Charles Schwab→
A72COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
OR$110.5M2Charles Schwab→
A72PECONIC ASSET PLANNING, INC.
CRD 310121
NY$64.6M1Charles Schwab→
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab→
A71MUNICIPAL ASSET MANAGEMENT INC
CRD 108320
NY$112.8M3Wells Fargo→
A71SAFE HARBOR ASSET MANAGEMENT, INC.
CRD 124787
NY$26.8M3Charles Schwab→
A70CONSTITUTION CAPITAL LLC
CRD 310378
CT$241.3M3Fidelity→
A70LAKESIDE ADVISORS INC
CRD 104540
WA$412.2M3Pershing→
A70AMERICAN FINANCIAL & TAX STRATEGIES, INC.
CRD 115559
NY$279.4M1Charles Schwab→
A70TRANSPARENT WEALTH CONSULTING LLC
CRD 283193
NY$42.8M—Charles Schwab→
A70DURANTE & WATERS, LLC
CRD 127216
NY$187.4M3E*Trade→
A70KAHN BROTHERS ADVISORS LLC
CRD 144368
NY$498.6M3Charles Schwab→
A69ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
OR$211.7M11Charles Schwab→
A69MPM ADVISORS GROUP LLC
CRD 335595
NY$116.1M2E*Trade→
A68ANCHOR CAPITAL MANAGEMENT, LLC
CRD 124600
NY$61.2M1Charles Schwab→
A68LANX MANAGEMENT, LLC
CRD 138305
NY$187.7M—Interactive Brokers→
A68NORTH FORTY TWO & CO.
CRD 148417
OR$167.9M1Charles Schwab→