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669 firms
ActiveState: OR×State: MO×State: MI×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90CONFIDENTIAL MANAGEMENT ADVISORS, INC.
CRD 125936
MI$161.9M1Charles Schwab→
A84STEWARD CAPITAL MANAGEMENT, INC.
CRD 104936
MI$95.1M1Charles Schwab→
A79KRS CAPITAL MANAGEMENT, LLC
CRD 142928
MI$188.9M1Charles Schwab→
A77GREYSTONE FINANCIAL GROUP, LLC
CRD 306595
MI$494.9M4Charles Schwab→
A74OPTIMAL CAPITAL ADVISORS, LLC
CRD 144719
MI$119.9M2Fidelity→
A73CAPITAL MANAGEMENT SERVICES, INC.
CRD 118260
MO$145.2M7Charles Schwab→
A72SPARROW CAPITAL MANAGEMENT INC
CRD 106616
MO$113.3M1Charles Schwab→
A72COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
OR$110.5M2Charles Schwab→
A72MAXELE ADVISORS, LLC
CRD 165129
MO$201.6M1Fidelity→
A69SPECTRUM FINANCIAL RESOURCES, LLC
CRD 127453
MI$235.3M5Charles Schwab→
A69ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
OR$211.7M11Charles Schwab→
A69STEWARDSHIP CAPITAL, LTD.
CRD 110944
MO$168.4M4Charles Schwab→
A69JOHN A. WOLFE & ASSOCIATES, INC.
CRD 110799
MI$560.7M1Charles Schwab→
A69JACK V. BUTTERFIELD INVESTMENT COMPANY
CRD 3998
MI$157.6M8E*Trade→
A68NORTH FORTY TWO & CO.
CRD 148417
OR$167.9M1Charles Schwab→
A68GLASS RETIREMENT STRATEGIES, INC.
CRD 172610
MI$20.1M1E*Trade→
A68RETIREMENT RESOURCES, LLC
CRD 151889
MI$166.1M4E*Trade→
A66REITZ CAPITAL ADVISORS LLC
CRD 167088
MI$103.4M1Charles Schwab→
A66JFR FINANCIAL SERVICES, INC.
CRD 124456
MI$276.6M2Fidelity→
A65OLD OAK FINANCIAL PLANNING, INC.
CRD 122500
MI$160.3M4Charles Schwab→
B65CORTLAND ASSOCIATES INC
CRD 104681
MO$958.0M4Charles Schwab→
B64WEDGEWOOD PARTNERS, INC.
CRD 21923
MO$560.7M4Charles Schwab→
B64MILLER CAPITAL PARTNERS, INC.
CRD 124489
MI$311.6M2Charles Schwab→
B63SUNDVOLD CAPITAL MANAGEMENT LLC
CRD 108176
MO$232.9M6E*Trade→
B62INVESTMENT OFFICE RESOURCES, LLC
CRD 311647
MO$126.5M1E*Trade→
B62FIDELIS FINANCIAL PLANNING, LLC
CRD 141698
MO$160.0M1Charles Schwab→
B62GREAT LAKES WEALTH, LLC
CRD 282362
MI$166.3M1Charles Schwab→
B62EXECUTIVE FINANCIAL SERVICES INC
CRD 110180
MI$199.4M3Charles Schwab→
B61WELLSPRING ADVISORS, INC.
CRD 147861
OR$152.2M2E*Trade→
B61DUET ADVISORY SERVICES LLC
CRD 283584
MI$316.5M3Charles Schwab→
B61RETIREMENT CONSULTING GROUP, INC.
CRD 311184
OR$457.0M2Charles Schwab→
B61DS INVESTMENT ADVISORS
CRD 319351
MI$386.1M2Fidelity→
B61GLOBAL FINANCIAL PLANNING GROUP, LLC
CRD 114803
MI$135.3M2Charles Schwab→
B61SONAS FINANCIAL GROUP, INC.
CRD 122547
MO$149.8M4Fidelity→
B61SYNERGY WEALTH MANAGEMENT, LLC
CRD 174633
MI$127.1M3Charles Schwab→
B61OREGON PACIFIC WEALTH MANAGEMENT, LLC
CRD 283958
OR$156.3M4Charles Schwab→
B61LS INVESTMENT ADVISORS, LLC
CRD 146829
MI$932.1M4Charles Schwab→
B60RICHMOND BROTHERS, INC.
CRD 158916
MI$240.6M5Fidelity→
B60VISION CAPITAL PARTNERS
CRD 175147
MI$146.6M2Charles Schwab→
B59CPR INVESTMENTS INC
CRD 139067
MI$238.8M24Charles Schwab→
B59PPS & V ASSET MANAGEMENT CONSULTANTS INC
CRD 110491
MI$253.7M3E*Trade→
B59NANTUCKET MULTI MANAGERS, LLC
CRD 129024
MI$260.2M—LPL Financial→
B59STERLING INVESTMENT ADVISORS,LLC
CRD 117287
MO$229.3M3E*Trade→
B59CONWAY FINANCIAL GROUP, LLC
CRD 117608
MO$177.7M2Charles Schwab→
B59BROOKTREE CAPITAL MANAGEMENT INC.
CRD 114173
MI$138.9M2Charles Schwab→
B59SUMMA GLOBAL ADVISORS, LLC
CRD 148713
OR$144.1M2Charles Schwab→
B59WILLAMETTE FINANCIAL ADVISORS, LLC
CRD 173482
OR$117.5M2Charles Schwab→
B59CLARITY FINANCIAL PLANNERS, LLC
CRD 277114
MO$132.5M1Charles Schwab→
B59BLACK WALNUT WEALTH MANAGEMENT, LLC
CRD 337606
MI$136.8M1Fidelity→
B58TRINITY WEALTH ADVISORS, L.L.C.
CRD 109452
MO$281.5M4Charles Schwab→