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2,024 firms
ActiveState: WA×State: TN×State: FL×State: NJ×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90WINNING POINTS ADVISORS, L.L.C.
CRD 118077
FL$173.1M1Charles Schwab→
A90CARMICHAEL CAPITAL, INC.
CRD 118468
TN$126.6M1Charles Schwab→
A84SHANNON T. PITNER AND COMPANY
CRD 311853
FL$107.9M1Raymond James→
A81WELLS GLOBAL INVESTMENT ADVISERS LLC
CRD 150139
FL$101.3M2Pershing→
A80OSPREY CAPITAL MANAGEMENT CORP.
CRD 172524
FL$197.2M—E*Trade→
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→
A76CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
CRD 107865
NJ$107.9M1Charles 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→
A75SYNTAX RESEARCH, INC.
CRD 151948
FL$202.9M1E*Trade→
A74LESA SROUFE & COMPANY, INC.
CRD 130232
WA$207.3M4E*Trade→
A74PORTFOLIO STRATEGIES INC
CRD 104685
WA$50.2M3Charles Schwab→
A72AUREUM WEALTH MANAGEMENT, LLC
CRD 272027
FL$150.6M3Charles Schwab→
A72DELTA CAPITAL MANAGEMENT LLC
CRD 106248
NJ$240.2M1Charles Schwab→
A72GROESBECK INVESTMENT MANAGEMENT CORP
CRD 106679
NJ$54.7M2E*Trade→
A72MONEY MANAGEMENT CONCEPTS, INC.
CRD 111485
FL$119.6M2Charles Schwab→
A72GARDEN STATE RETIREMENT SPECIALISTS, LLC
CRD 128414
NJ$109.3M2Pershing→
A72STAWNYCHY FINANCIAL SERVICES, INC.
CRD 128859
NJ$131.2M1Charles Schwab→
A71AURORA PRIVATE WEALTH, INC.
CRD 281604
NJ$374.0M21Charles Schwab→
A71FUTURA ASSET ADVISORS LLC
CRD 136285
FL$114.8M1E*Trade→
A70LAKESIDE ADVISORS INC
CRD 104540
WA$412.2M3Pershing→
A70REDWOOD WEALTH MANAGEMENT GROUP, LLC
CRD 281741
NJ$317.2M—Charles Schwab→
A70POPE ASSET MANAGEMENT, LLC
CRD 113584
TN$114.8M2E*Trade→
A70BUCKEYE-PACIFIC LLC
CRD 311553
FL$225.4M—Goldman Sachs→
A69PORTFOLIO RESOURCES ADVISOR GROUP, INC.
CRD 144601
FL$121.9M11Charles Schwab→
A69RDM CAPITAL ASSOCIATES INC
CRD 106941
NJ$164.5M3Pershing→
A69AMERICAN ASSET MANAGEMENT INC.
CRD 123116
FL$153.3M1Charles Schwab→
A69LIFESTYLE FREEDOM ADVISORY GROUP, LLC
CRD 283512
FL$156.8M5Charles Schwab→
A68INGRAM ADVISORY SERVICES, LLC
CRD 123508
FL$109.3M2Pershing→
A68RUTHERFORD ASSET PLANNING, INC.
CRD 128036
FL$181.3M1Charles Schwab→
A68OMEGA CAPITAL MANAGEMENT,LLC
CRD 129167
NJ$139.7M1Charles Schwab→
A68PCG ASSET MANAGEMENT, LLC
CRD 148208
NJ$143.1M4Pershing→
A68LOYOLA ASSET MANAGEMENT LLC
CRD 153255
FL$239.9M3Pershing→
A68UNIMAR FINANCIAL SERVICES, LLC
CRD 159674
FL$230.8M3Pershing→
A68THE HOGAN-KNOTTS FINANCIAL GROUP, INC.
CRD 106758
NJ$331.6M2E*Trade→
A68CAMPBELL CAPITAL MANAGEMENT INC
CRD 106130
FL$303.3M1E*Trade→
A68ZEST CAPITAL LLC
CRD 316889
FL$90.6M—E*Trade→
A67MCDERMOTT INVESTMENT ADVISORS, LLC
CRD 132221
FL$203.3M10E*Trade→
A67GALLO PARTNERS LP
CRD 329774
NJ$179.0M—Morgan Stanley→
A67STATETRUST CAPITAL, LLC.
CRD 114052
FL$93.7M2E*Trade→
A67FINANCIAL MANAGEMENT ADVISORS, INC.
CRD 117442
TN$149.9M4E*Trade→
A67CARNEGIE LAKE ADVISORS LLC
CRD 330024
NJ$403.0M7Charles Schwab→
A67CATHERINE AVERY INVESTMENT MANAGEMENT LLC
CRD 144946
FL$318.0M1Charles Schwab→
A66KAILIX ADVISORS LLC
CRD 311094
FL$119.0M1Charles Schwab→
A66MUIRFIELD CAPITAL GLOBAL ADVISORS LLC
CRD 287547
FL$88.7M—Interactive Brokers→
A66THE PLANNER'S EDGE LLC
CRD 114616
WA$178.7M3Charles Schwab→
A66GUIRY CAPITAL MANAGEMENT, LLC
CRD 122056
FL$204.3M—Charles Schwab→