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476 firms
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ScoreFirmStateAUMAdvisorsCustodian
A72COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
OR$110.5M2Charles Schwab→
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab→
A69ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
OR$211.7M11Charles Schwab→
A68NORTH FORTY TWO & CO.
CRD 148417
OR$167.9M1Charles Schwab→
A66CFG WEALTH MANAGEMENT SERVICES INC
CRD 108351
IN$110.2M2—→
A66LONE PEAK ADVISERS, LLC
CRD 296772
UT$125.4M8Charles Schwab→
A66SLAYTON LEWIS INC
CRD 114596
UT$334.4M2E*Trade→
B64ASSET MANAGEMENT STRATEGIES, INC.
CRD 135173
IN$220.2M8E*Trade→
B64MCMAHAN CAPITAL MANAGEMENT LLC
CRD 109140
IN$135.9M2E*Trade→
B63THOMAS STORY AND SON LLC
CRD 148774
IN$328.2M2E*Trade→
B62SMEDLEY FINANCIAL SERVICES INC
CRD 110870
UT$341.8M6E*Trade→
B62DAVID P. GILLIAM & ASSOCIATES, INC.
CRD 285515
IN$186.7M3LPL Financial→
B61KEELER THOMAS MANAGEMENT LLC
CRD 109522
UT$305.5M5Charles Schwab→
B61WELLSPRING ADVISORS, INC.
CRD 147861
OR$152.2M2E*Trade→
B61RETIREMENT CONSULTING GROUP, INC.
CRD 311184
OR$457.0M2Charles Schwab→
B61LANDMARK WEALTH ADVISORS, LLC
CRD 166989
UT$135.9M2Charles Schwab→
B61OREGON PACIFIC WEALTH MANAGEMENT, LLC
CRD 283958
OR$156.3M4Charles Schwab→
B60REEF INVESTMENT MANAGEMENT LLC
CRD 309186
UT$234.3M1E*Trade→
B60JORDANELLE CAPITAL, LLC
CRD 323676
UT$179.2M—Northern Trust→
B60CRF FINANCIAL GROUP
CRD 127388
IN$279.5M1E*Trade→
B59SUMMA GLOBAL ADVISORS, LLC
CRD 148713
OR$144.1M2Charles Schwab→
B59WILLAMETTE FINANCIAL ADVISORS, LLC
CRD 173482
OR$117.5M2Charles Schwab→
B58BANKER INVESTMENT GROUP INC
CRD 109650
IN$260.2M2Charles Schwab→
B58UNITED VALUE CAPITAL, LLC
CRD 300533
UT$122.0M—E*Trade→
B58FINANCIAL CONSULTANTS & ADVISORY CORPORATION
CRD 113390
IN$333.1M14LPL Financial→
B58PEARL WEALTH LLC
CRD 299508
OR$156.3M2Charles Schwab→
B58CLEARVIEW WEALTH ADVISORS, LLC
CRD 305737
OR$201.8M2Charles Schwab→
B57OCTANT QUANTITATIVE INVESTMENT MANAGEMENT LLC
CRD 165355
UT$128.2M3E*Trade→
B5744 WEALTH MANAGEMENT LLC
CRD 309647
OR$487.4M4Fidelity→
B57SPRINGWATER WEALTH MANAGEMENT, LLC
CRD 167539
OR$203.9M2Charles Schwab→
B56SEVEN CANYONS ADVISORS, LLC
CRD 290334
UT$90.0M4Fidelity→
B56SPYGLASS INVESTMENT MANAGEMENT CORPORATION
CRD 122594
IN$156.4M3Charles Schwab→
B56AG FINANCIAL, LLC
CRD 140226
UT$103.5M2Charles Schwab→
B56CAPSTONE WEALTH ADVISORS, LLC
CRD 287670
OR$102.4M2Charles Schwab→
B56HIGHROAD WEALTH ADVISORS, LLC
CRD 331566
OR$188.5M3Altruist→
B56PARAGON CAPITAL MANAGEMENT INC
CRD 105962
UT$153.4M3Charles Schwab→
B56BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD 171652
IN$222.0M1Wells Fargo→
B55CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680
IN$69.8M2Charles Schwab→
B55GUARDIAN WEALTH MANAGEMENT, LLC
CRD 146923
UT$174.8M3Charles Schwab→
B55PRECEDENT ASSET MANAGEMENT, LLC
CRD 169100
IN$111.5M1—→
B55ENCOMPASS WEALTH ADVISORS, LLC
CRD 170807
OR$472.8M4E*Trade→
B55FAIRCHILD CAPITAL LLC
CRD 298428
OR$102.8M1—→
B55CORE WEALTH ADVISORS, LLC
CRD 157436
IN$143.8M3E*Trade→
B55CHEROKEE & WALKER MANAGEMENT, LLC
CRD 160962
UT$100.8M4E*Trade→
B55GRANGE CAPITAL, LLC
CRD 131699
OR$217.2M4Charles Schwab→
B55THE KARRAS COMPANY, INC.
CRD 109578
UT$372.9M4Raymond James→
B55LARSEN, GLEN ALLEN
CRD 118496
UT$146.6M—Charles Schwab→
B55PACIFIC COAST INVESTMENT ADVISORS, LLC
CRD 137963
OR$122.2M1Charles Schwab→
B54CAPTIAL ADVISOR NETWORK
CRD 297578
IN$124.5M8Charles Schwab→
B54TENBRIDGE PARTNERS LLC
CRD 159378
OR$110.0M4Charles Schwab→