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1,197 firms
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ScoreFirmStateAUMAdvisorsCustodian
A85ROCKBRIDGE ASSET MANAGEMENT, LLC
CRD 329880
VA$218.0M1Interactive Brokers→
A84BLUELIST PARTNERS, LLC
CRD 304568
VA$134.3M1Charles Schwab→
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→
A75BERKSHIRE ADVISORS, INC.
CRD 122389
PA$97.1M2Charles Schwab→
A75WATKINSON CAPITAL ADVISORS LLC
CRD 151862
PA$124.2M3Charles Schwab→
A73ALEXANDER RANDOLPH ADVISORY INC
CRD 106024
VA$403.9M2Charles Schwab→
A72DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD 108232
PA$123.2M3Charles Schwab→
A72ACT CAPITAL MANAGEMENT, LLC
CRD 307272
PA$163.9M—Fidelity→
A72COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
OR$110.5M2Charles Schwab→
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab→
A70Z3 CAPITAL PARTNERS, LLC
CRD 336791
VA$466.8M3Raymond James→
A70AVENIR CORPORATION
CRD 110545
VA$849.3M3Fidelity→
A70HEALTHVIEW ASSET MANAGEMENT, INC.
CRD 141884
PA$104.4M4E*Trade→
A70BORER DENTON & ASSOCIATES, INC.
CRD 135729
PA$403.0M2Pershing→
A69ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
OR$211.7M11Charles Schwab→
A69GIBRALTAR WEALTH MANAGEMENT, LLC
CRD 124128
PA$212.7M5Charles Schwab→
A68NORTH FORTY TWO & CO.
CRD 148417
OR$167.9M1Charles Schwab→
A68KIRK CAPITAL ADVISORS LLC
CRD 312401
VA$204.9M4Charles Schwab→
A68MATTHEW 25 MANAGEMENT CORP
CRD 104566
PA$315.9M—E*Trade→
A68EMERALD SEPARATE ACCOUNT MANAGEMENT LLC
CRD 150202
PA$21.3M—E*Trade→
A67KEYSTONE ASSET MANAGEMENT, INC.
CRD 130101
VA$261.0M—E*Trade→
A66KOHLHEPP INVESTMENT ADVISORS, LTD.
CRD 113989
PA$204.6M3Charles Schwab→
A66WEALTHKARE.COM, INC.
CRD 115111
PA$125.7M8Charles Schwab→
A66PORTFOLIO ADVISORY GROUP, INC.
CRD 116011
VA$115.8M2—→
A66GIRA & GIRA INVESTMENT ADVISORS LLC
CRD 167813
VA$121.4M2—→
A66LONE PEAK ADVISERS, LLC
CRD 296772
UT$125.4M8Charles Schwab→
A66SLAYTON LEWIS INC
CRD 114596
UT$334.4M2E*Trade→
A65UNION STREET PARTNERS LLC
CRD 156148
VA$86.3M—E*Trade→
A65JAMES SCOTT S CO
CRD 105861
VA$139.4M3Pershing→
A65ROBBINS FINANCIAL ADVISORY SERVICE INC
CRD 106088
PA$241.7M3Charles Schwab→
A65OAKMONT INVESTMENT ADVISORS, INC.
CRD 111095
PA$192.2M3Fidelity→
A65KORVING & COMPANY LLC
CRD 152095
VA$137.5M3Charles Schwab→
A65OCTOBER EFFECT LTD.
CRD 281369
VA$138.9M4Charles Schwab→
B65MALVERN CAPITAL MANAGEMENT, LLC
CRD 292396
PA$258.1M4E*Trade→
B65CHRISTINE MESSMER, P.C.
CRD 121202
PA$240.6M1Charles Schwab→
B64COMPREHENSIVE FINANCIAL PLANNING CORPORATION
CRD 107549
VA$263.9M3Charles Schwab→
B64PROFESSIONAL FINANCIAL ADVISORS INC
CRD 107289
PA$426.0M6Raymond James→
B64HUNTER MICHAEL INVESTMENT ADVISORS INC
CRD 107884
VA$81.2M1E*Trade→
B64HERITAGE WEALTH MANAGEMENT GROUP, LTD
CRD 148459
VA$152.2M3Altruist→
B64XPS CAPITAL LLC
CRD 311665
VA$95.3M2Charles Schwab→
B64COURAGE MILLER PARTNERS, LLC
CRD 147360
VA$480.7M3Charles Schwab→
B64JJSA ADVISORS, LTD.
CRD 116460
VA$154.3M2E*Trade→
B64FOUNDATION CAPITAL MANAGEMENT, LLC
CRD 142659
PA$243.8M2E*Trade→
B64PACTOLUS PRIVATE WEALTH MANAGEMENT LLC
CRD 155195
VA$187.8M6Fidelity→
B63OCTAGON FINANCE LLC
CRD 289850
VA$184.1M—E*Trade→
B62CMG CAPITAL MANAGEMENT GROUP, INC.
CRD 110750
PA$256.5M2E*Trade→
B62SMEDLEY FINANCIAL SERVICES INC
CRD 110870
UT$341.8M6E*Trade→
B62VALLEY BROOK CAPITAL GROUP, INC.
CRD 122460
PA$223.3M6Charles Schwab→