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650 firms
ActiveState: TN×State: WA×State: KS×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90CARMICHAEL CAPITAL, INC.
CRD 118468
TN$126.6M1Charles Schwab→
A78SCHWARZ INVESTMENT PARTNERS
CRD 113556
KS$184.9M2Charles Schwab→
A78NEWGROUND SOCIAL INVESTMENT, SPC
CRD 117060
WA$161.1M1Charles Schwab→
A77BARNETT & CO INC
CRD 105867
TN$142.0M3Charles Schwab→
A76PRIVATE ASSET MANAGEMENT INC
CRD 108815
WA$109.5M2Charles Schwab→
A75ERISA ADVISERS, INC.
CRD 170487
TN$187.1M1Charles Schwab→
A74LESA SROUFE & COMPANY, INC.
CRD 130232
WA$207.3M4E*Trade→
A74PORTFOLIO STRATEGIES INC
CRD 104685
WA$50.2M3Charles Schwab→
A70LAKESIDE ADVISORS INC
CRD 104540
WA$412.2M3Pershing→
A70POPE ASSET MANAGEMENT, LLC
CRD 113584
TN$114.8M2E*Trade→
A67FINANCIAL MANAGEMENT ADVISORS, INC.
CRD 117442
TN$149.9M4E*Trade→
A66THE PLANNER'S EDGE LLC
CRD 114616
WA$178.7M3Charles Schwab→
A66RARE WOLF CAPITAL LLC
CRD 334465
WA$179.6M1Charles Schwab→
A65RUNDE & CO. LLC
CRD 106383
WA$209.5M2Charles Schwab→
A65SAGE INVESTMENT COUNSEL LLC
CRD 116907
TN$164.6M4Charles Schwab→
A65HALLETT INVESTMENTS, LLC
CRD 306187
WA$157.9M5Charles Schwab→
A65SMITH & CO ADVISORY LLC
CRD 333042
TN$118.5M1Charles Schwab→
B64ADDITIVE ADVISORY PBC
CRD 283979
TN$140.9M1Charles Schwab→
B64OFG FINANCIAL SERVICES, INC.
CRD 23940
KS$271.0M50E*Trade→
B64SANDER CAPITAL ADVISORS, INC.
CRD 112499
WA$210.0M2E*Trade→
B64VORPAHL WING SECURITIES, INC.
CRD 47548
WA$124.4M4E*Trade→
B63DIVERSIFIED PARTNERS INC
CRD 109570
TN$155.1M—Fidelity→
B62JMK & ASSOCIATES, LLC
CRD 312760
WA$268.4M1LPL Financial→
B61PROVIDENCE FINANCIAL ADVISORS, LLC
CRD 124839
KS$428.1M4Charles Schwab→
B61PRIVATE WEALTH MANAGEMENT, INC.
CRD 120823
TN$832.5M2Charles Schwab→
B61CONTINENTAL INVESTORS SERVICES, INC.
CRD 29775
WA$196.8M19E*Trade→
B61PATHMONT, LLC
CRD 299217
WA$169.7M1Charles Schwab→
B61BRANDON FINANCIAL PLANNING, INC.
CRD 110267
TN$434.9M2Charles Schwab→
B61MN WEALTH ADVISORS, LLC
CRD 322617
KS$394.2M3Charles Schwab→
B60GHE, LLC
CRD 125245
TN$252.6M3Charles Schwab→
B60ALDEBARAN FINANCIAL INC
CRD 105741
TN$222.8M3Charles Schwab→
B60BRUESKE ADVISORY SERVICES, LLC
CRD 300689
WA$35.8M4E*Trade→
B59SURIENCE PRIVATE WEALTH LLC
CRD 313055
WA$124.0M2Wells Fargo→
B59STRATEGIC WEALTH PARTNERS LLC
CRD 336564
TN$101.7M2E*Trade→
B59PETRIE CAPITAL MANAGEMENT LLC.
CRD 136480
WA$105.2M1Charles Schwab→
B59DAVIS FINANCIAL MANAGEMENT, INC.
CRD 143410
KS$144.6M1Charles Schwab→
B59HARBORVIEW ASSET MANAGEMENT LLC
CRD 332767
WA$124.7M2Charles Schwab→
B59LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT
CRD 335660
WA$142.0M1LPL Financial→
B58MARTIN NELSON & CO., INC.
CRD 2903
WA$287.3M9Charles Schwab→
B58KUNATH KARREN RINNE & ATKIN LLC
CRD 104531
WA$373.0M3E*Trade→
B58WHITE & COMPANY FINANCIAL PLANNING, INC.
CRD 115326
WA$149.8M4Charles Schwab→
B58STAPP WEALTH MANAGEMENT, PLLC
CRD 116553
WA$145.1M3Charles Schwab→
B58INTEGRITY WEALTH MANAGEMENT, INC.
CRD 150103
WA$163.2M2Charles Schwab→
B58TRINITY CAPITAL MANAGEMENT, LLC
CRD 289583
TN$164.5M2Raymond James→
B57SIMCOE CAPITAL, LLC
CRD 121505
WA$109.4M3E*Trade→
B57MEMPHIS CAPITAL MANAGEMENT, LLC
CRD 134522
TN$268.6M2E*Trade→
B57P3 ASSET MANAGEMENT, LLC
CRD 327327
WA$40.3M—E*Trade→
B57NFC INVESTMENTS, LLC
CRD 132844
TN$2.14B2Raymond James→
B57SOLAS BIOVENTURES MANAGEMENT, LLC
CRD 322344
TN$165.0M—E*Trade→
B57CAMPBELL ASSET MANAGEMENT, LLC
CRD 125052
TN$146.0M3Charles Schwab→