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467 firms
ActiveState: OR×State: SC×State: OK×State: AL×clear all
ScoreFirmStateAUMAdvisorsCustodian
A80COMPREHENSIVE FINANCIAL PLANNING INC
CRD 109822
OK$176.0M1Charles Schwab→
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo→
A72COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
OR$110.5M2Charles Schwab→
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade→
A69ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
OR$211.7M11Charles Schwab→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab→
A68NORTH FORTY TWO & CO.
CRD 148417
OR$167.9M1Charles Schwab→
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial→
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade→
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade→
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade→
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing→
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab→
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6M—E*Trade→
B64HANOVER ADVISORS, INC
CRD 119655
SC$354.9M3Pershing→
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab→
B63BRICKELL KEY ASSET MANAGEMENT LLC
CRD 295209
SC$119.9M—E*Trade→
B62ADAPTATION FINANCIAL ADVISORS INC.
CRD 309192
OK$233.6M4Charles 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→
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab→
B60OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
CRD 306851
OK$4.3M1Charles Schwab→
B60THE CAVANAUGH GROUP INC
CRD 105931
SC$485.7M2E*Trade→
B59BOWSIDE CAPITAL, LLC
CRD 170509
SC$230.2M—E*Trade→
B59SOUTHERN CAPITAL SERVICES, INC.
CRD 105582
AL$192.5M6Charles Schwab→
B59SUMMA GLOBAL ADVISORS, LLC
CRD 148713
OR$144.1M2Charles Schwab→
B59WILLAMETTE FINANCIAL ADVISORS, LLC
CRD 173482
OR$117.5M2Charles Schwab→
B58IMPRINT WEALTH LLC
CRD 322130
SC$131.6M2E*Trade→
B58BEDMINSTER L.L.C.
CRD 118794
SC$199.0M3Charles Schwab→
B58SERVO WEALTH MANAGEMENT LLC
CRD 159367
OK$173.8M1Charles Schwab→
B58REVO FINANCIAL, LLC
CRD 172646
OK$135.4M2Fidelity→
B58PERISSOS PRIVATE WEALTH MANAGEMENT, LLC
CRD 217514
OK$167.1M2Charles Schwab→
B58PEARL WEALTH LLC
CRD 299508
OR$156.3M2Charles Schwab→
B58CLEARVIEW WEALTH ADVISORS, LLC
CRD 305737
OR$201.8M2Charles Schwab→
B58BRIGHT INVESTMENTS, LLC
CRD 269955
AL$151.5M4E*Trade→
B5744 WEALTH MANAGEMENT LLC
CRD 309647
OR$487.4M4Fidelity→
B57SPRINGWATER WEALTH MANAGEMENT, LLC
CRD 167539
OR$203.9M2Charles Schwab→
B57DMC GROUP, LLC
CRD 174077
AL$176.7M3Charles Schwab→
B57EPIC WEALTH MANAGEMENT, LLC
CRD 297643
OK$120.8M3Raymond James→
B57BHK INVESTMENT ADVISORS, LLC
CRD 140515
AL$794.1M5Charles Schwab→
B56WILLIAM B. WALKUP & ASSOCIATES, INC.
CRD 135533
SC$178.3M3Interactive Brokers→
B56COLARION LLC
CRD 284588
AL$188.3M3Charles Schwab→
B56CAPSTONE WEALTH ADVISORS, LLC
CRD 287670
OR$102.4M2Charles Schwab→
B56HIGHROAD WEALTH ADVISORS, LLC
CRD 331566
OR$188.5M3Altruist→