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819 firms
ActiveState: WI×State: OR×State: SC×State: OK×State: MD×clear all
ScoreFirmStateAUMAdvisorsCustodian
A80COMPREHENSIVE FINANCIAL PLANNING INC
CRD 109822
OK$176.0M1Charles Schwab→
A75V. M. MANNING & CO., INC.
CRD 2655
SC$133.3M2Charles Schwab→
A74SUMNICHT & ASSOCIATES, LLC
CRD 111421
WI$107.9M2Fidelity→
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade→
A73REUTEMANN FINANCIAL SOLUTIONS, INC.
CRD 153247
MD$251.6M6Charles Schwab→
A72MOUNT VERNON ASSOCIATES INC
CRD 107099
MD$232.5M1Charles Schwab→
A72COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
OR$110.5M2Charles Schwab→
A70MONTGOMERY INVESTMENT MANAGEMENT INC
CRD 105417
MD$490.0M2Charles Schwab→
A70INTERVEST LTD
CRD 104614
MD$247.0M2E*Trade→
A70HMS FINANCIAL SERVICES, LLC
CRD 131569
SC$118.5M1E*Trade→
A70GLOBAL BROKERAGE SERVICES, INC.
CRD 37505
MD$137.3M10E*Trade→
A70MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD 106288
WI$252.3M3Charles Schwab→
A69ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
OR$211.7M11Charles Schwab→
A69ALLISON INVESTMENT MANAGEMENT, LLC
CRD 124645
SC$170.4M2Charles Schwab→
A68NORTH FORTY TWO & CO.
CRD 148417
OR$167.9M1Charles Schwab→
A68CAPITAL WEALTH ADVISORS, LTD.
CRD 155263
WI$126.1M1Charles Schwab→
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial→
A68THE ELLERSON GROUP INC
CRD 106658
MD$291.2M2E*Trade→
A67FINANCIAL SERVICE GROUP INC
CRD 107893
WI$215.0M3Charles Schwab→
A66YON DRAKE & ASSOCIATES INC
CRD 111491
SC$304.7M2E*Trade→
A66HILLMAN CAPITAL MANAGEMENT INC
CRD 110096
MD$195.9M2Charles Schwab→
A65BLUE GRANITE CAPITAL, LLC
CRD 125607
SC$108.8M3Pershing→
A65VAN DER NOORD FINANCIAL ADVISORS, INC.
CRD 135556
SC$152.0M2Charles Schwab→
A65MCKINLEY MONEY, LLC
CRD 145571
WI$163.7M2Charles Schwab→
B65EQUITYCOMPASS INVESTMENT MANAGEMENT, LLC
CRD 145420
MD$220.9M5E*Trade→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B64WARREN CAPITAL MANAGEMENT, INC.
CRD 137449
SC$131.0M3Charles Schwab→
B64HANOVER ADVISORS, INC
CRD 119655
SC$354.9M3Pershing→
B64NICHOLSON WEALTH MANAGEMENT GROUP, LLC
CRD 327001
SC$322.0M2Charles Schwab→
B63BRICKELL KEY ASSET MANAGEMENT LLC
CRD 295209
SC$119.9M—E*Trade→
B63AMERICAN INVESTMENT ADVISORS INC
CRD 104579
WI$137.9M—Charles Schwab→
B62CENTRAL WEALTH MANAGEMENT LLC
CRD 293172
WI$136.8M1Charles Schwab→
B62LASALLE INVESTMENT ADVISORS, INC.
CRD 109303
WI$133.6M5—→
B62SULLIVAN INVESTMENT MANAGEMENT LLC
CRD 289217
WI$111.8M1—→
B62ADAPTATION FINANCIAL ADVISORS INC.
CRD 309192
OK$233.6M4Charles Schwab→
B62PROMETHIUM ADVISORS, LLC
CRD 329565
MD$235.3M4Charles Schwab→
B62BREAKTHRU ADVISORY SERVICES, LLC
CRD 332173
WI$125.7M1Charles Schwab→
B61WELLSPRING ADVISORS, INC.
CRD 147861
OR$152.2M2E*Trade→
B61RETIREMENT CONSULTING GROUP, INC.
CRD 311184
OR$457.0M2Charles Schwab→
B61REVIEW SERVICES INC
CRD 110277
WI$227.4M3Charles Schwab→
B61OREGON PACIFIC WEALTH MANAGEMENT, LLC
CRD 283958
OR$156.3M4Charles Schwab→
B61ELITE RETIREMENT GROUP, INC.
CRD 312178
WI$168.4M—Charles Schwab→
B61JP WEALTH MANAGEMENT, INC.
CRD 129475
SC$274.0M2Charles Schwab→
B61RIA SERVICES, LLC
CRD 281520
WI$276.1M2Charles Schwab→
B60OAK CREEK PRIVATE WEALTH MANAGEMENT LLC
CRD 306851
OK$4.3M1Charles Schwab→
B60CRITERION AFRICA PARTNERS, INC
CRD 291386
MD$85.9M—E*Trade→
B60THE CAVANAUGH GROUP INC
CRD 105931
SC$485.7M2E*Trade→
B60TUFTON CAPITAL MANAGEMENT, LLC
CRD 113543
MD$463.8M5E*Trade→
B60CAMDEN PARTNERS HOLDINGS, LLC
CRD 117011
MD$369.6M—Raymond James→
B59POTOMAC ASSET MANAGEMENT CO INC
CRD 105730
MD$114.3M——→