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4,188 firms
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ScoreFirmStateAUMAdvisorsCustodian
A89HALL CAPITAL, LLC
CRD 153961
CA$180.0M2Fidelity→
A87CLEARVIEW INVESTMENT PARTNERS, LLC
CRD 150046
CA$105.3M2Charles Schwab→
A87SILVER LAKE CAPITAL PARTNERS LLC
CRD 329997
TX$211.5M1Raymond James→
A84STONEBRIDGE WEALTH MANAGEMENT, LLC
CRD 146775
TX$134.6M1E*Trade→
A83COVE STREET CAPITAL, LLC
CRD 156260
CA$93.8M1Charles Schwab→
A83HINSDALE ASSOCIATES, INC.
CRD 108293
IL$120.1M—E*Trade→
A81RCM ROBINSON CAPITAL MANAGEMENT LLC
CRD 112814
CA$61.8M1E*Trade→
A81AWR INVESTMENT MANAGEMENT, LLC
CRD 118538
CA$131.6M1Charles Schwab→
A79CRAWFORD, GREGORY JASON
CRD 134936
CA$171.6M1Charles Schwab→
A79GASBER FINANCIAL ADVISORS, INC
CRD 157329
CA$177.7M2Charles Schwab→
A79FAIRCHILD FINANCIAL ADVISORS, INC.
CRD 165434
CA$127.3M1Charles Schwab→
A78WESTERN PACIFIC WEALTH MANAGEMENT, LP
CRD 152714
IL$205.5M2Charles Schwab→
A77ROUND HILL ASSET MANAGEMENT INC
CRD 107069
CA$271.3M1Charles Schwab→
A77MARIN WEALTH ADVISORS LLC
CRD 123237
CA$69.4M2Charles Schwab→
A76THE KOCEN FINANCIAL GROUP, INC.
CRD 112129
CA$185.9M5Charles Schwab→
A76CALDERWOOD FINANCIAL STRATEGIES, INC.
CRD 313466
TX$228.5M4Fidelity→
A76BATES FINANCIAL ADVISORS, INC.
CRD 116515
IL$439.2M3Fidelity→
A76PORTFOLIO MANAGEMENT, LLC
CRD 107129
TX$151.9M2Charles Schwab→
A76CLASSIC FINANCIAL & INSURANCE SERVICES, INC.
CRD 120228
CA$151.6M1—→
A75MARK BELL ADVISORY SERVICES, INC.
CRD 107114
IL$138.2M1Charles Schwab→
A75COOKE WEALTH MANAGEMENT, LLC
CRD 127309
CA$136.9M2Charles Schwab→
A75MERRITHEW & THORSTEN, INC.
CRD 133563
CA$155.0M2Pershing→
A75VIDA WEALTH PARTNERS, INC.
CRD 140824
CA$129.6M1Fidelity→
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A75WERLEMANN SECURITIES LLC
CRD 317777
CA$110.0M1Charles Schwab→
A75JAFFE ASSET MANAGEMENT LLC
CRD 108082
CA$116.2M1—→
A75MILLER GLOBAL INVESTMENTS, L.L.C.
CRD 114683
TX$199.4M2Charles Schwab→
A75ARBOR FINANCIAL SERVICES, LLC
CRD 150713
IL$122.2M4LPL Financial→
A74SASSER INVESTMENT MANAGEMENT, INC.
CRD 110886
CA$120.1M4Charles Schwab→
A73ADAMS ASSET ADVISORS LLC
CRD 120573
TX$839.4M2Fidelity→
A73BARLOW, LINDA, ANN
CRD 111643
CA$239.6M—Charles Schwab→
A73REUTEMANN FINANCIAL SOLUTIONS, INC.
CRD 153247
MD$251.6M6Charles Schwab→
A72WULFF, HANSEN & CO.
CRD 908
CA$144.8M10Charles Schwab→
A72LUCIEN STIRLING & GRAY ADVISORY GROUP INC
CRD 112641
TX$146.6M3Fidelity→
A72WFA OF SAN DIEGO, LLC
CRD 307404
CA$206.9M2Charles Schwab→
A72MOUNT VERNON ASSOCIATES INC
CRD 107099
MD$232.5M1Charles Schwab→
A72PINGORA PARTNERS LLC
CRD 148262
TX$199.4M1Charles Schwab→
A72HAVEN CAPITAL GROUP, INC.
CRD 149641
CA$143.9M1Charles 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—→
A72WARM SPRINGS ADVISORS INC.
CRD 306501
CA$131.3M2Charles Schwab→
A72LONGEVITY CAPITAL MANAGEMENT LLC
CRD 328283
CA$184.2M1Charles Schwab→
A71CROWN ADVISORS MANAGEMENT, INC.
CRD 109720
CA$197.8M—Goldman Sachs→
A71FOCUS 401 (K) GROUP, LLC
CRD 172217
TX$169.9M2Fidelity→
A71VANN EQUITY MANAGEMENT LLC
CRD 174239
TX$231.2M6Charles Schwab→
A70MONTGOMERY INVESTMENT MANAGEMENT INC
CRD 105417
MD$490.0M2Charles Schwab→
A70GRANITE CAPITAL MANAGEMENT, LLC
CRD 141743
CA$314.6M2Charles Schwab→
A70INTERVEST LTD
CRD 104614
MD$247.0M2E*Trade→
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade→