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3,120 firms
ActiveState: TN×State: MD×State: NY×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90CARMICHAEL CAPITAL, INC.
CRD 118468
TN$126.6M1Charles Schwab→
A88ARISTA ADVISORY GROUP, LLC
CRD 285722
NY$143.7M1Charles Schwab→
A87CONRAD CAPITAL MANAGEMENT, INC.
CRD 113648
NY$90.7M2Charles 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→
A79WYSER-PRATTE MANAGEMENT CO., INC.
CRD 106399
NY$58.6M—E*Trade→
A79PROFESSIONAL FINANCIAL STRATEGIES, INC
CRD 125580
NY$225.8M3Charles Schwab→
A78ASPIRE ADVISORS, LLC
CRD 150652
NY$109.2M7E*Trade→
A78AXIOM INVESTMENT MANAGEMENT LLC
CRD 141516
NY$236.8M1E*Trade→
A77BARNETT & CO INC
CRD 105867
TN$142.0M3Charles Schwab→
A77R.M.SINCERBEAUX CAPITAL MANAGEMENT, LLC.
CRD 145159
NY$227.1M1Goldman Sachs→
A77BH ASSET MANAGEMENT, LLC
CRD 152117
NY$117.0M—Fidelity→
A76FIDUCIARY MANAGEMENT GROUP, LLC
CRD 136612
NY$70.7M1Charles Schwab→
A75OCCAM CAPITAL MANAGEMENT, LLC
CRD 108201
NY$67.4M1Charles Schwab→
A75ABERNATHY GROUP II LLC
CRD 152401
NY$80.2M1Charles Schwab→
A75NETWORK INVESTMENT ADVISORS INCORPORATED
CRD 290927
NY$57.4M—Charles Schwab→
A75ERISA ADVISERS, INC.
CRD 170487
TN$187.1M1Charles Schwab→
A75TERRA NOVA ASSET MANAGEMENT LLC
CRD 111676
NY$220.2M2Fidelity→
A74HENRY JAMES INTERNATIONAL MANAGEMENT, INC.
CRD 169293
NY$402.4M1E*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→
A73REUTEMANN FINANCIAL SOLUTIONS, INC.
CRD 153247
MD$251.6M6Charles Schwab→
A73TAGLICH BROTHERS, INC.
CRD 29102
NY$37.7M1E*Trade→
A72TIMECAPITAL INVESTOR ADVISORY SERVICES INC
CRD 105672
NY$232.1M4Pershing→
A72SEACREST INVESTMENT MANAGEMENT, LLC
CRD 143670
NY$110.9M3Charles Schwab→
A72MOUNT VERNON ASSOCIATES INC
CRD 107099
MD$232.5M1Charles 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→
A70MONTGOMERY INVESTMENT MANAGEMENT INC
CRD 105417
MD$490.0M2Charles Schwab→
A70AMERICAN FINANCIAL & TAX STRATEGIES, INC.
CRD 115559
NY$279.4M1Charles Schwab→
A70TRANSPARENT WEALTH CONSULTING LLC
CRD 283193
NY$42.8M—Charles Schwab→
A70INTERVEST LTD
CRD 104614
MD$247.0M2E*Trade→
A70POPE ASSET MANAGEMENT, LLC
CRD 113584
TN$114.8M2E*Trade→
A70DURANTE & WATERS, LLC
CRD 127216
NY$187.4M3E*Trade→
A70KAHN BROTHERS ADVISORS LLC
CRD 144368
NY$498.6M3Charles Schwab→
A70GLOBAL BROKERAGE SERVICES, INC.
CRD 37505
MD$137.3M10E*Trade→
A69MPM ADVISORS GROUP LLC
CRD 335595
NY$116.1M2E*Trade→
A68ANCHOR CAPITAL MANAGEMENT, LLC
CRD 124600
NY$61.2M1Charles Schwab→
A68LANX MANAGEMENT, LLC
CRD 138305
NY$187.7M—Interactive Brokers→
A68QUINT CAPITAL CORPORATION
CRD 26586
NY$162.1M11E*Trade→
A68THE ELLERSON GROUP INC
CRD 106658
MD$291.2M2E*Trade→
A68R & R FINANCIAL PLANNERS, INC.
CRD 113291
NY$60.1M5Interactive Brokers→
A67SEAPORT GLOBAL ASSET MANAGEMENT LLC
CRD 298944
NY$80.0M—E*Trade→