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1,013 firms
ActiveState: PA×State: NC×State: KS×clear all
ScoreFirmStateAUMAdvisorsCustodian
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→
A78SCHWARZ INVESTMENT PARTNERS
CRD 113556
KS$184.9M2Charles Schwab→
A78WESTHAMPTON CAPITAL, LLC
CRD 119176
NC$238.5M4Fidelity→
A75BERKSHIRE ADVISORS, INC.
CRD 122389
PA$97.1M2Charles Schwab→
A75WATKINSON CAPITAL ADVISORS LLC
CRD 151862
PA$124.2M3Charles Schwab→
A72DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD 108232
PA$123.2M3Charles Schwab→
A72ACT CAPITAL MANAGEMENT, LLC
CRD 307272
PA$163.9M—Fidelity→
A72WELLS FINANCIAL MANAGEMENT, LLC
CRD 158030
NC$132.7M1Charles Schwab→
A71LEWIS FINANCIAL MANAGEMENT, LLC
CRD 116344
NC$338.7M3E*Trade→
A71INTERCAROLINA FINANCIAL SERVICES, INC.
CRD 19475
NC$85.4M31E*Trade→
A70HEALTHVIEW ASSET MANAGEMENT, INC.
CRD 141884
PA$104.4M4E*Trade→
A70BORER DENTON & ASSOCIATES, INC.
CRD 135729
PA$403.0M2Pershing→
A69GIBRALTAR WEALTH MANAGEMENT, LLC
CRD 124128
PA$212.7M5Charles Schwab→
A69EMERALD ASSET MANAGEMENT, INC.
CRD 174691
NC$120.8M2Raymond James→
A68MATTHEW 25 MANAGEMENT CORP
CRD 104566
PA$315.9M—E*Trade→
A68EMERALD SEPARATE ACCOUNT MANAGEMENT LLC
CRD 150202
PA$21.3M—E*Trade→
A68CAPITAL MANAGEMENT LLC
CRD 109416
NC$383.0M3Charles Schwab→
A68THE WEALTH GROUP, LTD
CRD 154106
NC$160.2M5Charles Schwab→
A66KOHLHEPP INVESTMENT ADVISORS, LTD.
CRD 113989
PA$204.6M3Charles Schwab→
A66WEALTHKARE.COM, INC.
CRD 115111
PA$125.7M8Charles Schwab→
A65ROBBINS FINANCIAL ADVISORY SERVICE INC
CRD 106088
PA$241.7M3Charles Schwab→
A65OAKMONT INVESTMENT ADVISORS, INC.
CRD 111095
PA$192.2M3Fidelity→
A65GOUWS CAPITAL LLC
CRD 153812
NC$209.9M2Charles Schwab→
A65PINAFORE WEALTH COUNSEL INC.
CRD 170540
NC$173.6M2Charles Schwab→
B65MALVERN CAPITAL MANAGEMENT, LLC
CRD 292396
PA$258.1M4E*Trade→
B65VN CAPITAL MANAGEMENT, LLC
CRD 166761
NC$63.0M—Pershing→
B65CHRISTINE MESSMER, P.C.
CRD 121202
PA$240.6M1Charles Schwab→
B64BLUE WATER CAPITAL MANAGEMENT, LLC
CRD 127193
NC$159.8M4Charles Schwab→
B64PROFESSIONAL FINANCIAL ADVISORS INC
CRD 107289
PA$426.0M6Raymond James→
B64OFG FINANCIAL SERVICES, INC.
CRD 23940
KS$271.0M50E*Trade→
B64FOUNDATION CAPITAL MANAGEMENT, LLC
CRD 142659
PA$243.8M2E*Trade→
B62CMG CAPITAL MANAGEMENT GROUP, INC.
CRD 110750
PA$256.5M2E*Trade→
B62VALLEY BROOK CAPITAL GROUP, INC.
CRD 122460
PA$223.3M6Charles Schwab→
B62IFS GROUP, LLC
CRD 328774
PA$240.0M6LPL Financial→
B62H. S. DREHER CAPITAL MANAGEMENT, LLC
CRD 104537
NC$148.2M2Charles Schwab→
B61PROVIDENCE FINANCIAL ADVISORS, LLC
CRD 124839
KS$428.1M4Charles Schwab→
B61LIBERTY ASSET MANAGEMENT, LLC
CRD 142094
PA$141.0M5E*Trade→
B61ADARE ASSET MANAGEMENT, LLC
CRD 152471
PA$159.3M1Fidelity→
B61SECTOR ANALYSTS LLC
CRD 169789
PA$238.2M2Charles Schwab→
B61WHARTON WEALTH MANAGEMENT, LLC
CRD 281348
PA$209.2M2Pershing→
B61CGI WEALTH ADVISORS, INC.
CRD 311273
PA$129.4M2Altruist→
B61GODSHALK WELSH CAPITAL MANAGEMENT, INC.
CRD 106410
PA$290.5M1Charles Schwab→
B61BOUVEL INVESTMENT PARTNERS, LLC
CRD 108436
PA$374.4M3Pershing→
B61MN WEALTH ADVISORS, LLC
CRD 322617
KS$394.2M3Charles Schwab→
B61WYZE WEALTH ADVISORS, LLC
CRD 329413
PA$264.5M3Charles Schwab→
B60NESTLERODE & LOY, INC.
CRD 2907
PA$199.1M4E*Trade→
B60V3LIMITED LLC
CRD 169624
PA$122.4M—Fidelity→
B60HATTERAS INVESTMENT PARTNERS, LP
CRD 170628
NC$114.8M5U.S. Bank→