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1,383 firms
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ScoreFirmStateAUMAdvisorsCustodian
A89THE MOORINGS GROUP, LLC
CRD 129403
GA$439.6M2Fidelity→
A87LARIMER CAPITAL CORP
CRD 18189
CO$169.9M2Charles Schwab→
A82GUTT FINANCIAL MANAGEMENT, LLC
CRD 109270
GA$162.1M1E*Trade→
A80FINANCIALLY SPEAKING INC
CRD 106255
CO$164.8M1E*Trade→
A79COLUMBIA BENEFITS, LLC
CRD 132261
CO$116.2M1E*Trade→
A79MUTUAL FUND PROTECTION SERVICE
CRD 115961
CO$102.0M1Charles Schwab→
A79THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD 117500
GA$151.9M2Raymond James→
A79SANCTUARY WEALTH ADVISORS LLC
CRD 285428
CO$191.5M2Pershing→
A76INTEGRA FINANCIAL, INC.
CRD 113422
CO$123.4M4Charles Schwab→
A76CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
CRD 107865
NJ$107.9M1Charles Schwab→
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A75COMPREHENSIVE CAPITAL MANAGEMENT, INC.
CRD 119890
NJ$77.5M8Pershing→
A75GLOBAL WEALTH MANAGEMENT, LLC
CRD 153677
NJ$245.7M3Charles Schwab→
A74ST. JOHN & ASSOCIATES, INC.
CRD 124778
GA$128.4M3E*Trade→
A74PETERSON FINANCIAL SERVICES LLC
CRD 106127
CO$124.0M1E*Trade→
A73AURORA INVESTMENT COUNSEL
CRD 107460
GA$252.7M2Charles Schwab→
A73MURPHY MIDDLETON HINKLE & PARKER, INC.
CRD 107861
GA$435.3M2Charles Schwab→
A72DELTA CAPITAL MANAGEMENT LLC
CRD 106248
NJ$240.2M1Charles Schwab→
A72CORNERSTONE INVESTMENT ADVISORS, LLC
CRD 116447
CO$180.8M2Charles Schwab→
A72GROESBECK INVESTMENT MANAGEMENT CORP
CRD 106679
NJ$54.7M2E*Trade→
A72GARDEN STATE RETIREMENT SPECIALISTS, LLC
CRD 128414
NJ$109.3M2Pershing→
A72STAWNYCHY FINANCIAL SERVICES, INC.
CRD 128859
NJ$131.2M1Charles Schwab→
A72MCCORMACK FINANCIAL PLANNING INC.
CRD 136857
GA$115.7M3Pershing→
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab→
A71AURORA PRIVATE WEALTH, INC.
CRD 281604
NJ$374.0M21Charles Schwab→
A70REDWOOD WEALTH MANAGEMENT GROUP, LLC
CRD 281741
NJ$317.2M—Charles Schwab→
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade→
A70CARTER, TERRY & COMPANY, INC.
CRD 16365
GA$104.0M32E*Trade→
A69RDM CAPITAL ASSOCIATES INC
CRD 106941
NJ$164.5M3Pershing→
A69GEORGE M. HILLER COMPANIES, LLC
CRD 112409
GA$183.0M5Charles Schwab→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A68ALDER FINANCIAL GROUP INC
CRD 108837
GA$224.1M2Charles Schwab→
A68OMEGA CAPITAL MANAGEMENT,LLC
CRD 129167
NJ$139.7M1Charles Schwab→
A68ZIDEL FINANCIAL, INC.
CRD 135047
CO$159.6M1Charles Schwab→
A68PCG ASSET MANAGEMENT, LLC
CRD 148208
NJ$143.1M4Pershing→
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial→
A68THE HOGAN-KNOTTS FINANCIAL GROUP, INC.
CRD 106758
NJ$331.6M2E*Trade→
A67GALLO PARTNERS LP
CRD 329774
NJ$179.0M—Morgan Stanley→
A67CARNEGIE LAKE ADVISORS LLC
CRD 330024
NJ$403.0M7Charles Schwab→
A67BRUCE G. ALLEN INVESTMENTS, LLC
CRD 287859
CO$258.1M2Charles Schwab→
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade→
A66FIRST CITY CAPITAL MANAGEMENT INC
CRD 104780
GA$423.7M4Charles Schwab→
A66THREE PEAKS CAPITAL MANAGEMENT, LLC
CRD 127402
CO$222.9M—E*Trade→
A66AGEMY WEALTH ADVISORS, LLC
CRD 218512
CO$130.5M3Charles Schwab→
A66WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
CRD 279034
NJ$115.3M2Charles Schwab→
A66LONE PEAK ADVISERS, LLC
CRD 296772
UT$125.4M8Charles Schwab→
A66SLAYTON LEWIS INC
CRD 114596
UT$334.4M2E*Trade→
A65FINANCIAL ARCHITECTS, LLC
CRD 116027
GA$199.2M3Charles Schwab→
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing→
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab→