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1,340 firms
ActiveState: UT×State: PA×State: TN×State: NJ×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90CARMICHAEL CAPITAL, INC.
CRD 118468
TN$126.6M1Charles Schwab→
A81EHB FINANCIAL RESOURCES MANAGEMENT, INC.
CRD 116186
PA$164.0M1Charles Schwab→
A80TRIDENT ADVISORS INC
CRD 108920
PA$116.9M1Wells Fargo→
A80CHARTERED ADVISORY GROUP, INC.
CRD 116517
PA$127.7M4Charles Schwab→
A77BARNETT & CO INC
CRD 105867
TN$142.0M3Charles Schwab→
A76CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
CRD 107865
NJ$107.9M1Charles Schwab→
A75BERKSHIRE ADVISORS, INC.
CRD 122389
PA$97.1M2Charles Schwab→
A75WATKINSON CAPITAL ADVISORS LLC
CRD 151862
PA$124.2M3Charles Schwab→
A75COMPREHENSIVE CAPITAL MANAGEMENT, INC.
CRD 119890
NJ$77.5M8Pershing→
A75ERISA ADVISERS, INC.
CRD 170487
TN$187.1M1Charles Schwab→
A75GLOBAL WEALTH MANAGEMENT, LLC
CRD 153677
NJ$245.7M3Charles Schwab→
A72DEWITT INVESTMENT RESEARCH & MANAGEMENT INC
CRD 108232
PA$123.2M3Charles Schwab→
A72ACT CAPITAL MANAGEMENT, LLC
CRD 307272
PA$163.9M—Fidelity→
A72DELTA CAPITAL MANAGEMENT LLC
CRD 106248
NJ$240.2M1Charles Schwab→
A72GROESBECK INVESTMENT MANAGEMENT CORP
CRD 106679
NJ$54.7M2E*Trade→
A72GARDEN STATE RETIREMENT SPECIALISTS, LLC
CRD 128414
NJ$109.3M2Pershing→
A72STAWNYCHY FINANCIAL SERVICES, INC.
CRD 128859
NJ$131.2M1Charles Schwab→
A72PETERSON ROGERS PRIVATE WEALTH, LLC
CRD 324001
UT$177.1M3Charles Schwab→
A71AURORA PRIVATE WEALTH, INC.
CRD 281604
NJ$374.0M21Charles Schwab→
A70REDWOOD WEALTH MANAGEMENT GROUP, LLC
CRD 281741
NJ$317.2M—Charles Schwab→
A70POPE ASSET MANAGEMENT, LLC
CRD 113584
TN$114.8M2E*Trade→
A70HEALTHVIEW ASSET MANAGEMENT, INC.
CRD 141884
PA$104.4M4E*Trade→
A70BORER DENTON & ASSOCIATES, INC.
CRD 135729
PA$403.0M2Pershing→
A69RDM CAPITAL ASSOCIATES INC
CRD 106941
NJ$164.5M3Pershing→
A69GIBRALTAR WEALTH MANAGEMENT, LLC
CRD 124128
PA$212.7M5Charles Schwab→
A68OMEGA CAPITAL MANAGEMENT,LLC
CRD 129167
NJ$139.7M1Charles Schwab→
A68PCG ASSET MANAGEMENT, LLC
CRD 148208
NJ$143.1M4Pershing→
A68THE HOGAN-KNOTTS FINANCIAL GROUP, INC.
CRD 106758
NJ$331.6M2E*Trade→
A68MATTHEW 25 MANAGEMENT CORP
CRD 104566
PA$315.9M—E*Trade→
A68EMERALD SEPARATE ACCOUNT MANAGEMENT LLC
CRD 150202
PA$21.3M—E*Trade→
A67GALLO PARTNERS LP
CRD 329774
NJ$179.0M—Morgan Stanley→
A67FINANCIAL MANAGEMENT ADVISORS, INC.
CRD 117442
TN$149.9M4E*Trade→
A67CARNEGIE LAKE ADVISORS LLC
CRD 330024
NJ$403.0M7Charles Schwab→
A66KOHLHEPP INVESTMENT ADVISORS, LTD.
CRD 113989
PA$204.6M3Charles Schwab→
A66WEALTHKARE.COM, INC.
CRD 115111
PA$125.7M8Charles Schwab→
A66WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
CRD 279034
NJ$115.3M2Charles Schwab→
A66LONE PEAK ADVISERS, LLC
CRD 296772
UT$125.4M8Charles Schwab→
A66SLAYTON LEWIS INC
CRD 114596
UT$334.4M2E*Trade→
A65ROBBINS FINANCIAL ADVISORY SERVICE INC
CRD 106088
PA$241.7M3Charles Schwab→
A65OAKMONT INVESTMENT ADVISORS, INC.
CRD 111095
PA$192.2M3Fidelity→
A65SAGE INVESTMENT COUNSEL LLC
CRD 116907
TN$164.6M4Charles Schwab→
A65SACKS & ASSOCIATES, LLC
CRD 174909
NJ$212.8M3Charles Schwab→
A65SMITH & CO ADVISORY LLC
CRD 333042
TN$118.5M1Charles Schwab→
B65MALVERN CAPITAL MANAGEMENT, LLC
CRD 292396
PA$258.1M4E*Trade→
B65CHRISTINE MESSMER, P.C.
CRD 121202
PA$240.6M1Charles Schwab→
B64PROFESSIONAL FINANCIAL ADVISORS INC
CRD 107289
PA$426.0M6Raymond James→
B64PRESTIGE WEALTH SERVICES GROUP, INC.
CRD 166641
NJ$175.2M4Charles Schwab→
B64ADDITIVE ADVISORY PBC
CRD 283979
TN$140.9M1Charles Schwab→
B64FOUNDATION CAPITAL MANAGEMENT, LLC
CRD 142659
PA$243.8M2E*Trade→
B63DIVERSIFIED PARTNERS INC
CRD 109570
TN$155.1M—Fidelity→