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3,597 firms
ActiveState: PA×State: CO×State: NY×clear all
ScoreFirmStateAUMAdvisorsCustodian
A88ARISTA ADVISORY GROUP, LLC
CRD 285722
NY$143.7M1Charles Schwab→
A87CONRAD CAPITAL MANAGEMENT, INC.
CRD 113648
NY$90.7M2Charles Schwab→
A87LARIMER CAPITAL CORP
CRD 18189
CO$169.9M2Charles Schwab→
A82INVICTUS TIMING SERVICE LTD
CRD 106372
NY$103.0M1E*Trade→
A82MOLLOT & HARDY, INC.
CRD 128377
NY$80.6M2Pershing→
A81EXCOMP ASSET MANAGEMENT LTD
CRD 110434
NY$140.2M2Charles Schwab→
A81EHB FINANCIAL RESOURCES MANAGEMENT, INC.
CRD 116186
PA$164.0M1Charles Schwab→
A80FINANCIALLY SPEAKING INC
CRD 106255
CO$164.8M1E*Trade→
A80TRIDENT ADVISORS INC
CRD 108920
PA$116.9M1Wells Fargo→
A80CHARTERED ADVISORY GROUP, INC.
CRD 116517
PA$127.7M4Charles Schwab→
A79WYSER-PRATTE MANAGEMENT CO., INC.
CRD 106399
NY$58.6M—E*Trade→
A79COLUMBIA BENEFITS, LLC
CRD 132261
CO$116.2M1E*Trade→
A79MUTUAL FUND PROTECTION SERVICE
CRD 115961
CO$102.0M1Charles Schwab→
A79PROFESSIONAL FINANCIAL STRATEGIES, INC
CRD 125580
NY$225.8M3Charles Schwab→
A79SANCTUARY WEALTH ADVISORS LLC
CRD 285428
CO$191.5M2Pershing→
A78ASPIRE ADVISORS, LLC
CRD 150652
NY$109.2M7E*Trade→
A78AXIOM INVESTMENT MANAGEMENT LLC
CRD 141516
NY$236.8M1E*Trade→
A77R.M.SINCERBEAUX CAPITAL MANAGEMENT, LLC.
CRD 145159
NY$227.1M1Goldman Sachs→
A77BH ASSET MANAGEMENT, LLC
CRD 152117
NY$117.0M—Fidelity→
A76INTEGRA FINANCIAL, INC.
CRD 113422
CO$123.4M4Charles Schwab→
A76FIDUCIARY MANAGEMENT GROUP, LLC
CRD 136612
NY$70.7M1Charles Schwab→
A75OCCAM CAPITAL MANAGEMENT, LLC
CRD 108201
NY$67.4M1Charles Schwab→
A75BERKSHIRE ADVISORS, INC.
CRD 122389
PA$97.1M2Charles Schwab→
A75WATKINSON CAPITAL ADVISORS LLC
CRD 151862
PA$124.2M3Charles Schwab→
A75ABERNATHY GROUP II LLC
CRD 152401
NY$80.2M1Charles Schwab→
A75NETWORK INVESTMENT ADVISORS INCORPORATED
CRD 290927
NY$57.4M—Charles Schwab→
A75TERRA NOVA ASSET MANAGEMENT LLC
CRD 111676
NY$220.2M2Fidelity→
A74HENRY JAMES INTERNATIONAL MANAGEMENT, INC.
CRD 169293
NY$402.4M1E*Trade→
A74PETERSON FINANCIAL SERVICES LLC
CRD 106127
CO$124.0M1E*Trade→
A74MON CAPITAL MANAGEMENT LLC
CRD 333785
NY$95.0M1E*Trade→
A74MAIDSTONE WEALTH MANAGEMENT, LLC
CRD 291873
NY$27.4M1E*Trade→
A73REIK & CO., LLC
CRD 142414
NY$322.1M4Fidelity→
A73TROTTA, JOHN (NMN)
CRD 125537
NY$135.0M3E*Trade→
A73FINANCIAL ASSET MANAGEMENT CORP
CRD 106643
NY$436.2M3Charles Schwab→
A73TAGLICH BROTHERS, INC.
CRD 29102
NY$37.7M1E*Trade→
A72TIMECAPITAL INVESTOR ADVISORY SERVICES INC
CRD 105672
NY$232.1M4Pershing→
A72DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD 108232
PA$123.2M3Charles Schwab→
A72SEACREST INVESTMENT MANAGEMENT, LLC
CRD 143670
NY$110.9M3Charles Schwab→
A72ACT CAPITAL MANAGEMENT, LLC
CRD 307272
PA$163.9M—Fidelity→
A72CORNERSTONE INVESTMENT ADVISORS, LLC
CRD 116447
CO$180.8M2Charles Schwab→
A72SUMMIT PLANNING GROUP, INC.
CRD 125994
NY$111.0M1Charles Schwab→
A72INSTITUTIONAL INVESTMENT ADVISORS CORP
CRD 126055
NY$105.2M1Charles Schwab→
A72PECONIC ASSET PLANNING, INC.
CRD 310121
NY$64.6M1Charles Schwab→
A71MUNICIPAL ASSET MANAGEMENT INC
CRD 108320
NY$112.8M3Wells Fargo→
A71SAFE HARBOR ASSET MANAGEMENT, INC.
CRD 124787
NY$26.8M3Charles Schwab→
A70AMERICAN FINANCIAL & TAX STRATEGIES, INC.
CRD 115559
NY$279.4M1Charles Schwab→
A70TRANSPARENT WEALTH CONSULTING LLC
CRD 283193
NY$42.8M—Charles Schwab→
A70DURANTE & WATERS, LLC
CRD 127216
NY$187.4M3E*Trade→
A70HEALTHVIEW ASSET MANAGEMENT, INC.
CRD 141884
PA$104.4M4E*Trade→
A70KAHN BROTHERS ADVISORS LLC
CRD 144368
NY$498.6M3Charles Schwab→