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1,907 firms
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ScoreFirmStateAUMAdvisorsCustodian
A87LARIMER CAPITAL CORP
CRD 18189
CO$169.9M2Charles Schwab→
A87SILVER LAKE CAPITAL PARTNERS LLC
CRD 329997
TX$211.5M1Raymond James→
A85STAN EVANS FINANCIAL PLANNING, LLC
CRD 164320
OH$122.0M—Charles Schwab→
A84STONEBRIDGE WEALTH MANAGEMENT, LLC
CRD 146775
TX$134.6M1E*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→
A79SANCTUARY WEALTH ADVISORS LLC
CRD 285428
CO$191.5M2Pershing→
A78ALAN B. LANCZ & ASSOCIATES, INC.
CRD 105363
OH$175.4M1Charles Schwab→
A76CALDERWOOD FINANCIAL STRATEGIES, INC.
CRD 313466
TX$228.5M4Fidelity→
A76PORTFOLIO MANAGEMENT, LLC
CRD 107129
TX$151.9M2Charles Schwab→
A76INTEGRA FINANCIAL, INC.
CRD 113422
CO$123.4M4Charles Schwab→
A75LIVELSBERGER, LYNN LOUIS
CRD 117665
OH$176.4M1Charles Schwab→
A75THE WEALTH ADVANTAGE GROUP, INC.
CRD 122231
OH$146.4M2Charles Schwab→
A75MILLER GLOBAL INVESTMENTS, L.L.C.
CRD 114683
TX$199.4M2Charles Schwab→
A74PETERSON FINANCIAL SERVICES LLC
CRD 106127
CO$124.0M1E*Trade→
A74GARLIKOV ADVISORS INC
CRD 112352
OH$207.6M3E*Trade→
A74RABE INVESTMENT CONSULTING GROUP
CRD 316029
OH$129.9M2E*Trade→
A73ADAMS ASSET ADVISORS LLC
CRD 120573
TX$839.4M2Fidelity→
A73SUMMIT FINANCIAL ADVISORS, INC.
CRD 145007
OH$199.4M5Charles Schwab→
A72JRP CAPITAL CORP
CRD 106285
OH$108.5M—E*Trade→
A72LUCIEN STIRLING & GRAY ADVISORY GROUP INC
CRD 112641
TX$146.6M3Fidelity→
A72APPALACHIAN CAPITAL MANAGEMENT LTD
CRD 120038
OH$175.3M2Charles Schwab→
A72CORNERSTONE INVESTMENT ADVISORS, LLC
CRD 116447
CO$180.8M2Charles Schwab→
A72JCT INVESTMENT COUNSEL, INC.
CRD 112571
OH$129.1M1Charles Schwab→
A72ODA AND COMPANY, INC.
CRD 119952
OH$125.6M2—→
A72PINGORA PARTNERS LLC
CRD 148262
TX$199.4M1Charles Schwab→
A72M3 WEALTH MANAGEMENT, LLC
CRD 335612
OH$160.2M2Charles Schwab→
A71FOCUS 401 (K) GROUP, LLC
CRD 172217
TX$169.9M2Fidelity→
A71VANN EQUITY MANAGEMENT LLC
CRD 174239
TX$231.2M6Charles Schwab→
A70NYE WEALTH MANAGEMENT LLC
CRD 170415
OH$107.7M—Charles Schwab→
A70LESJAK PLANNING, LLC
CRD 110090
OH$396.0M5Charles Schwab→
A70DIESSLIN GROUP, INC.
CRD 110557
TX$696.3M5Charles Schwab→
A69CHAPMAN & CHAPMAN ADVISORS LLC
CRD 122655
OH$145.6M2Charles Schwab→
A68ZIDEL FINANCIAL, INC.
CRD 135047
CO$159.6M1Charles Schwab→
A68GRACE CAPITAL MANAGEMENT, LLC
CRD 150054
TX$108.7M2Fidelity→
A67THE CATALYST GROUP, INC.
CRD 333740
TX$199.4M—E*Trade→
A67STRATEGIC ADVISORY SERVICES, L.L.C.
CRD 108706
TX$184.9M4E*Trade→
A67ATLANTIS WEALTH ADVISORS LLC
CRD 169956
OH$150.2M4E*Trade→
A67RPS RETIREMENT PLAN ADVISORS
CRD 319220
TX$336.3M4Charles Schwab→
A67BRUCE G. ALLEN INVESTMENTS, LLC
CRD 287859
CO$258.1M2Charles Schwab→
A66BIRNAM WOOD CAPITAL, LLC
CRD 269897
TX$106.1M1Charles Schwab→
A66STAVIS WEALTH TRANSFER SOLUTIONS, LLC
CRD 328185
TX$148.1M4Fidelity→
A66THREE PEAKS CAPITAL MANAGEMENT, LLC
CRD 127402
CO$222.9M—E*Trade→
A66AGEMY WEALTH ADVISORS, LLC
CRD 218512
CO$130.5M3Charles Schwab→
A65MONEY MANAGERS, INC.
CRD 104529
TX$146.6M3Charles Schwab→
A65NEWPORT INVESTMENT ADVISORS INC
CRD 113175
OH$198.0M2Fidelity→
A65PEAK CAPITAL MANAGEMENT, LLC
CRD 141488
CO$165.2M4Charles Schwab→
A65THE WEALTH COACH, LLC
CRD 144588
TX$219.6M3Pershing→
A65RS ASSET MANAGEMENT, LLC
CRD 157768
CO$107.2M2LPL Financial→