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1,267 firms
ActiveState: OR×State: MO×State: PA×State: GA×clear all
ScoreFirmStateAUMAdvisorsCustodian
A89THE MOORINGS GROUP, LLC
CRD 129403
GA$439.6M2Fidelity→
A82GUTT FINANCIAL MANAGEMENT, LLC
CRD 109270
GA$162.1M1E*Trade→
A81EHB FINANCIAL RESOURCES MANAGEMENT, INC.
CRD 116186
PA$164.0M1Charles Schwab→
A80TRIDENT ADVISORS INC
CRD 108920
PA$116.9M1Wells Fargo→
A80CHARTERED ADVISORY GROUP, INC.
CRD 116517
PA$127.7M4Charles Schwab→
A79THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD 117500
GA$151.9M2Raymond James→
A75BERKSHIRE ADVISORS, INC.
CRD 122389
PA$97.1M2Charles Schwab→
A75WATKINSON CAPITAL ADVISORS LLC
CRD 151862
PA$124.2M3Charles Schwab→
A74ST. JOHN & ASSOCIATES, INC.
CRD 124778
GA$128.4M3E*Trade→
A73CAPITAL MANAGEMENT SERVICES, INC.
CRD 118260
MO$145.2M7Charles Schwab→
A73AURORA INVESTMENT COUNSEL
CRD 107460
GA$252.7M2Charles Schwab→
A73MURPHY MIDDLETON HINKLE & PARKER, INC.
CRD 107861
GA$435.3M2Charles Schwab→
A72DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD 108232
PA$123.2M3Charles Schwab→
A72ACT CAPITAL MANAGEMENT, LLC
CRD 307272
PA$163.9M—Fidelity→
A72SPARROW CAPITAL MANAGEMENT INC
CRD 106616
MO$113.3M1Charles Schwab→
A72COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
OR$110.5M2Charles Schwab→
A72MCCORMACK FINANCIAL PLANNING INC.
CRD 136857
GA$115.7M3Pershing→
A72MAXELE ADVISORS, LLC
CRD 165129
MO$201.6M1Fidelity→
A70HEALTHVIEW ASSET MANAGEMENT, INC.
CRD 141884
PA$104.4M4E*Trade→
A70CARTER, TERRY & COMPANY, INC.
CRD 16365
GA$104.0M32E*Trade→
A70BORER DENTON & ASSOCIATES, INC.
CRD 135729
PA$403.0M2Pershing→
A69ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
OR$211.7M11Charles Schwab→
A69STEWARDSHIP CAPITAL, LTD.
CRD 110944
MO$168.4M4Charles Schwab→
A69GEORGE M. HILLER COMPANIES, LLC
CRD 112409
GA$183.0M5Charles Schwab→
A69GIBRALTAR WEALTH MANAGEMENT, LLC
CRD 124128
PA$212.7M5Charles Schwab→
A68ALDER FINANCIAL GROUP INC
CRD 108837
GA$224.1M2Charles Schwab→
A68NORTH FORTY TWO & CO.
CRD 148417
OR$167.9M1Charles Schwab→
A68MATTHEW 25 MANAGEMENT CORP
CRD 104566
PA$315.9M—E*Trade→
A68EMERALD SEPARATE ACCOUNT MANAGEMENT LLC
CRD 150202
PA$21.3M—E*Trade→
A66FIRST CITY CAPITAL MANAGEMENT INC
CRD 104780
GA$423.7M4Charles Schwab→
A66KOHLHEPP INVESTMENT ADVISORS, LTD.
CRD 113989
PA$204.6M3Charles Schwab→
A66WEALTHKARE.COM, INC.
CRD 115111
PA$125.7M8Charles Schwab→
A65ROBBINS FINANCIAL ADVISORY SERVICE INC
CRD 106088
PA$241.7M3Charles Schwab→
A65OAKMONT INVESTMENT ADVISORS, INC.
CRD 111095
PA$192.2M3Fidelity→
A65FINANCIAL ARCHITECTS, LLC
CRD 116027
GA$199.2M3Charles Schwab→
B65MALVERN CAPITAL MANAGEMENT, LLC
CRD 292396
PA$258.1M4E*Trade→
B65CORTLAND ASSOCIATES INC
CRD 104681
MO$958.0M4Charles Schwab→
B65CHRISTINE MESSMER, P.C.
CRD 121202
PA$240.6M1Charles Schwab→
B64CAPITAL ENDURANCE GROUP, INC
CRD 284793
GA$108.8M2Charles Schwab→
B64PROFESSIONAL FINANCIAL ADVISORS INC
CRD 107289
PA$426.0M6Raymond James→
B64WEDGEWOOD PARTNERS, INC.
CRD 21923
MO$560.7M4Charles Schwab→
B64PFW ADVISORS, LLC
CRD 325119
GA$393.2M2Charles Schwab→
B64FOUNDATION CAPITAL MANAGEMENT, LLC
CRD 142659
PA$243.8M2E*Trade→
B63LINX PARTNERS, LLC
CRD 158607
GA$131.4M—JPMorgan→
B63SUNDVOLD CAPITAL MANAGEMENT LLC
CRD 108176
MO$232.9M6E*Trade→
B63R. STEWART EADS INVESTMENT COUNSEL, INC.
CRD 105524
GA$240.5M4Charles Schwab→
B62CMG CAPITAL MANAGEMENT GROUP, INC.
CRD 110750
PA$256.5M2E*Trade→
B62INVESTMENT OFFICE RESOURCES, LLC
CRD 311647
MO$126.5M1E*Trade→
B62FIDELIS FINANCIAL PLANNING, LLC
CRD 141698
MO$160.0M1Charles Schwab→
B62VALLEY BROOK CAPITAL GROUP, INC.
CRD 122460
PA$223.3M6Charles Schwab→