SourcingSourcing
Filters4▾
2,069 firms
ActiveState: PA×State: IL×State: NJ×State: OH×clear all
ScoreFirmStateAUMAdvisorsCustodian
A85STAN EVANS FINANCIAL PLANNING, LLC
CRD 164320
OH$122.0M—Charles Schwab→
A83HINSDALE ASSOCIATES, INC.
CRD 108293
IL$120.1M—E*Trade→
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→
A78ALAN B. LANCZ & ASSOCIATES, INC.
CRD 105363
OH$175.4M1Charles Schwab→
A78WESTERN PACIFIC WEALTH MANAGEMENT, LP
CRD 152714
IL$205.5M2Charles Schwab→
A76BATES FINANCIAL ADVISORS, INC.
CRD 116515
IL$439.2M3Fidelity→
A76CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
CRD 107865
NJ$107.9M1Charles Schwab→
A75MARK BELL ADVISORY SERVICES, INC.
CRD 107114
IL$138.2M1Charles Schwab→
A75LIVELSBERGER, LYNN LOUIS
CRD 117665
OH$176.4M1Charles Schwab→
A75THE WEALTH ADVANTAGE GROUP, INC.
CRD 122231
OH$146.4M2Charles Schwab→
A75BERKSHIRE ADVISORS, INC.
CRD 122389
PA$97.1M2Charles Schwab→
A75WATKINSON CAPITAL ADVISORS LLC
CRD 151862
PA$124.2M3Charles Schwab→
A75COMPREHENSIVE CAPITAL MANAGEMENT, INC.
CRD 119890
NJ$77.5M8Pershing→
A75ARBOR FINANCIAL SERVICES, LLC
CRD 150713
IL$122.2M4LPL Financial→
A75GLOBAL WEALTH MANAGEMENT, LLC
CRD 153677
NJ$245.7M3Charles Schwab→
A74GARLIKOV ADVISORS INC
CRD 112352
OH$207.6M3E*Trade→
A74RABE INVESTMENT CONSULTING GROUP
CRD 316029
OH$129.9M2E*Trade→
A73SUMMIT FINANCIAL ADVISORS, INC.
CRD 145007
OH$199.4M5Charles Schwab→
A72JRP CAPITAL CORP
CRD 106285
OH$108.5M—E*Trade→
A72DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD 108232
PA$123.2M3Charles Schwab→
A72APPALACHIAN CAPITAL MANAGEMENT LTD
CRD 120038
OH$175.3M2Charles Schwab→
A72ACT CAPITAL MANAGEMENT, LLC
CRD 307272
PA$163.9M—Fidelity→
A72DELTA CAPITAL MANAGEMENT LLC
CRD 106248
NJ$240.2M1Charles Schwab→
A72GROESBECK INVESTMENT MANAGEMENT CORP
CRD 106679
NJ$54.7M2E*Trade→
A72JCT INVESTMENT COUNSEL, INC.
CRD 112571
OH$129.1M1Charles Schwab→
A72ODA AND COMPANY, INC.
CRD 119952
OH$125.6M2—→
A72GARDEN STATE RETIREMENT SPECIALISTS, LLC
CRD 128414
NJ$109.3M2Pershing→
A72STAWNYCHY FINANCIAL SERVICES, INC.
CRD 128859
NJ$131.2M1Charles Schwab→
A72CLEMENT STREET CAPITAL LLC
CRD 159684
IL$141.0M2Charles Schwab→
A72BARRETT WEALTH CONNECTION LLC
CRD 161020
IL$148.0M2Charles Schwab→
A72VERSATILE CAPITAL MANAGEMENT L.L.C.
CRD 173611
IL$130.1M2—→
A72M3 WEALTH MANAGEMENT, LLC
CRD 335612
OH$160.2M2Charles Schwab→
A71AURORA PRIVATE WEALTH, INC.
CRD 281604
NJ$374.0M21Charles Schwab→
A70NYE WEALTH MANAGEMENT LLC
CRD 170415
OH$107.7M—Charles Schwab→
A70REDWOOD WEALTH MANAGEMENT GROUP, LLC
CRD 281741
NJ$317.2M—Charles Schwab→
A70LESJAK PLANNING, LLC
CRD 110090
OH$396.0M5Charles Schwab→
A70HEALTHVIEW ASSET MANAGEMENT, INC.
CRD 141884
PA$104.4M4E*Trade→
A70BORER DENTON & ASSOCIATES, INC.
CRD 135729
PA$403.0M2Pershing→
A69BRUCE & CO INC
CRD 104735
IL$379.5M1E*Trade→
A69RDM CAPITAL ASSOCIATES INC
CRD 106941
NJ$164.5M3Pershing→
A69CHAPMAN & CHAPMAN ADVISORS LLC
CRD 122655
OH$145.6M2Charles Schwab→
A69GIBRALTAR WEALTH MANAGEMENT, LLC
CRD 124128
PA$212.7M5Charles Schwab→
A68BENCHMARK CAPITAL GROUP LTD.
CRD 123698
IL$173.6M2Charles Schwab→
A68OMEGA CAPITAL MANAGEMENT,LLC
CRD 129167
NJ$139.7M1Charles Schwab→
A68PCG ASSET MANAGEMENT, LLC
CRD 148208
NJ$143.1M4Pershing→
A68LIND CAPITAL PARTNERS, LLC
CRD 165810
IL$235.0M2Charles Schwab→
A68THE HOGAN-KNOTTS FINANCIAL GROUP, INC.
CRD 106758
NJ$331.6M2E*Trade→
A68MATTHEW 25 MANAGEMENT CORP
CRD 104566
PA$315.9M—E*Trade→