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2,450 firms
ActiveState: OR×State: SC×State: FL×State: MA×State: OH×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90WINNING POINTS ADVISORS, L.L.C.
CRD 118077
FL$173.1M1Charles Schwab→
A87AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
CRD 309943
MA$166.3M3Fidelity→
A85STAN EVANS FINANCIAL PLANNING, LLC
CRD 164320
OH$122.0M—Charles Schwab→
A84SHANNON T. PITNER AND COMPANY
CRD 311853
FL$107.9M1Raymond James→
A81WELLS GLOBAL INVESTMENT ADVISERS LLC
CRD 150139
FL$101.3M2Pershing→
A80OSPREY CAPITAL MANAGEMENT CORP.
CRD 172524
FL$197.2M—E*Trade→
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→
A75INVESTMENT MANAGEMENT TRUST, LLC
CRD 129456
MA$123.5M1Charles Schwab→
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A75FMA WEALTH MANAGEMENT, LLC
CRD 313049
MA$174.0M1Charles Schwab→
A75SYNTAX RESEARCH, INC.
CRD 151948
FL$202.9M1E*Trade→
A74GARLIKOV ADVISORS INC
CRD 112352
OH$207.6M3E*Trade→
A74BROADWATER CAPITAL MANAGEMENT LLC
CRD 125509
MA$161.0M1E*Trade→
A74RABE INVESTMENT CONSULTING GROUP
CRD 316029
OH$129.9M2E*Trade→
A74GARRETT NAGLE & CO., INC.
CRD 7071
MA$98.4M2E*Trade→
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→
A72AUREUM WEALTH MANAGEMENT, LLC
CRD 272027
FL$150.6M3Charles Schwab→
A72MONEY MANAGEMENT CONCEPTS, INC.
CRD 111485
FL$119.6M2Charles 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→
A72TWIN GRYPHON ADVISORS LLC
CRD 297264
MA$126.5M1Fidelity→
A72M3 WEALTH MANAGEMENT, LLC
CRD 335612
OH$160.2M2Charles Schwab→
A71FUTURA ASSET ADVISORS LLC
CRD 136285
FL$114.8M1E*Trade→
A70NYE WEALTH MANAGEMENT LLC
CRD 170415
OH$107.7M—Charles Schwab→
A70LESJAK PLANNING, LLC
CRD 110090
OH$396.0M5Charles Schwab→
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade→
A70BUCKEYE-PACIFIC LLC
CRD 311553
FL$225.4M—Goldman Sachs→
A69ALBERT D MASON INC
CRD 107412
MA$210.6M4Charles Schwab→
A69ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
OR$211.7M11Charles Schwab→
A69PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CRD 144601
FL$121.9M11Charles Schwab→
A69CHAPMAN & CHAPMAN ADVISORS LLC
CRD 122655
OH$145.6M2Charles Schwab→
A69AMERICAN ASSET MANAGEMENT INC.
CRD 123116
FL$153.3M1Charles Schwab→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A69RADIUS WEALTH MANAGEMENT, INC.
CRD 168159
MA$158.7M2Charles Schwab→
A69LIFESTYLE FREEDOM ADVISORY GROUP, LLC
CRD 283512
FL$156.8M5Charles Schwab→
A68INGRAM ADVISORY SERVICES, LLC
CRD 123508
FL$109.3M2Pershing→
A68RUTHERFORD ASSET PLANNING, INC.
CRD 128036
FL$181.3M1Charles Schwab→
A68TIMBUKTU CAPITAL MANAGEMENT, LLC
CRD 131084
MA$98.6M1Charles Schwab→
A68FENTON GREGORY COLEMAN
CRD 133301
MA$194.8M1Fidelity→
A68NORTH FORTY TWO & CO.
CRD 148417
OR$167.9M1Charles Schwab→
A68LOYOLA ASSET MANAGEMENT LLC
CRD 153255
FL$239.9M3Pershing→
A68UNIMAR FINANCIAL SERVICES, LLC
CRD 159674
FL$230.8M3Pershing→
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial→
A68KALEEL INVESTMENT ADVISORS, LLC
CRD 131216
MA$145.4M2E*Trade→
A68BTS ASSET MANAGEMENT INC
CRD 105215
MA$144.8M11E*Trade→