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659 firms
ActiveState: OR×State: OH×State: AL×clear all
ScoreFirmStateAUMAdvisorsCustodian
A85STAN EVANS FINANCIAL PLANNING, LLC
CRD 164320
OH$122.0M—Charles Schwab→
A78ALAN B. LANCZ & ASSOCIATES, INC.
CRD 105363
OH$175.4M1Charles Schwab→
A75LIVELSBERGER, LYNN LOUIS
CRD 117665
OH$176.4M1Charles Schwab→
A75THE WEALTH ADVANTAGE GROUP, INC.
CRD 122231
OH$146.4M2Charles Schwab→
A74GARLIKOV ADVISORS INC
CRD 112352
OH$207.6M3E*Trade→
A74RABE INVESTMENT CONSULTING GROUP
CRD 316029
OH$129.9M2E*Trade→
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo→
A73SUMMIT FINANCIAL ADVISORS, INC.
CRD 145007
OH$199.4M5Charles Schwab→
A72JRP CAPITAL CORP
CRD 106285
OH$108.5M—E*Trade→
A72APPALACHIAN CAPITAL MANAGEMENT LTD
CRD 120038
OH$175.3M2Charles Schwab→
A72JCT INVESTMENT COUNSEL, INC.
CRD 112571
OH$129.1M1Charles Schwab→
A72ODA AND COMPANY, INC.
CRD 119952
OH$125.6M2—→
A72COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
OR$110.5M2Charles Schwab→
A72M3 WEALTH MANAGEMENT, LLC
CRD 335612
OH$160.2M2Charles Schwab→
A70NYE WEALTH MANAGEMENT LLC
CRD 170415
OH$107.7M—Charles Schwab→
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A70LESJAK PLANNING, LLC
CRD 110090
OH$396.0M5Charles Schwab→
A69ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
OR$211.7M11Charles Schwab→
A69CHAPMAN & CHAPMAN ADVISORS LLC
CRD 122655
OH$145.6M2Charles Schwab→
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab→
A68NORTH FORTY TWO & CO.
CRD 148417
OR$167.9M1Charles Schwab→
A67ATLANTIS WEALTH ADVISORS LLC
CRD 169956
OH$150.2M4E*Trade→
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade→
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade→
A65NEWPORT INVESTMENT ADVISORS INC
CRD 113175
OH$198.0M2Fidelity→
A65SCHMITT WEALTH ADVISERS, CORP.
CRD 174958
OH$135.0M2Charles Schwab→
A65POLARIS FINANCIAL PARTNERS, LLC
CRD 299258
OH$226.0M2Charles Schwab→
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6M—E*Trade→
B64VAWTER FINANCIAL LTD
CRD 108830
OH$394.4M4Charles Schwab→
B64MENCH FINANCIAL INC
CRD 106689
OH$130.6M3E*Trade→
B62RICHWOOD INVESTMENT ADVISORS, LLC
CRD 153550
OH$155.1M1Charles Schwab→
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→
B61STRATEGIC PLANNING, INC.
CRD 139648
OH$376.6M1Charles Schwab→
B61HARDY & HARDY CO LLC
CRD 145088
OH$269.4M2LPL Financial→
B59SEVEN HILLS CAPITAL ADVISORS, LLC
CRD 175280
OH$130.0M1E*Trade→
B59SOUTHERN CAPITAL SERVICES, INC.
CRD 105582
AL$192.5M6Charles Schwab→
B59CAMELOT PORTFOLIOS, LLC
CRD 145918
OH$272.2M3E*Trade→
B59FINANCIAL COUNSELING, INC.
CRD 119969
OH$100.1M3Charles Schwab→
B59MONETARY SOLUTIONS, LTD.
CRD 121217
OH$139.7M3Charles Schwab→
B59SUMMA GLOBAL ADVISORS, LLC
CRD 148713
OR$144.1M2Charles Schwab→
B59WILLAMETTE FINANCIAL ADVISORS, LLC
CRD 173482
OR$117.5M2Charles Schwab→
B59SUMMIT WEALTH MANAGEMENT LLC
CRD 226722
OH$120.1M2Charles Schwab→
B59BELL CITY WEALTH, INC.
CRD 326354
OH$163.3M1Raymond James→
B58MCDONALD PARTNERS LLC
CRD 135414
OH$1.28B29E*Trade→
B58HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
CRD 282906
OH$76.6M—Fidelity→
B58WINSLOW ASSET MANAGEMENT INC
CRD 106337
OH$626.7M1E*Trade→
B58SKA FINANCIAL SERVICES,INC.
CRD 107348
OH$159.1M1Charles Schwab→
B58CAPITAL ASSET MANAGEMENT, INC.
CRD 120597
OH$199.5M2Fidelity→