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1,277 firms
ActiveState: WI×State: WA×State: KS×State: MA×clear all
ScoreFirmStateAUMAdvisorsCustodian
A87AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP
CRD 309943
MA$166.3M3Fidelity→
A78SCHWARZ INVESTMENT PARTNERS
CRD 113556
KS$184.9M2Charles Schwab→
A78NEWGROUND SOCIAL INVESTMENT, SPC
CRD 117060
WA$161.1M1Charles Schwab→
A76PRIVATE ASSET MANAGEMENT INC
CRD 108815
WA$109.5M2Charles Schwab→
A75INVESTMENT MANAGEMENT TRUST, LLC
CRD 129456
MA$123.5M1Charles Schwab→
A75FMA WEALTH MANAGEMENT, LLC
CRD 313049
MA$174.0M1Charles Schwab→
A74BROADWATER CAPITAL MANAGEMENT LLC
CRD 125509
MA$161.0M1E*Trade→
A74LESA SROUFE & COMPANY, INC.
CRD 130232
WA$207.3M4E*Trade→
A74GARRETT NAGLE & CO., INC.
CRD 7071
MA$98.4M2E*Trade→
A74PORTFOLIO STRATEGIES INC
CRD 104685
WA$50.2M3Charles Schwab→
A74SUMNICHT & ASSOCIATES, LLC
CRD 111421
WI$107.9M2Fidelity→
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade→
A72TWIN GRYPHON ADVISORS LLC
CRD 297264
MA$126.5M1Fidelity→
A70LAKESIDE ADVISORS INC
CRD 104540
WA$412.2M3Pershing→
A70MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD 106288
WI$252.3M3Charles Schwab→
A69ALBERT D MASON INC
CRD 107412
MA$210.6M4Charles Schwab→
A69RADIUS WEALTH MANAGEMENT, INC.
CRD 168159
MA$158.7M2Charles Schwab→
A68TIMBUKTU CAPITAL MANAGEMENT, LLC
CRD 131084
MA$98.6M1Charles Schwab→
A68FENTON GREGORY COLEMAN
CRD 133301
MA$194.8M1Fidelity→
A68CAPITAL WEALTH ADVISORS, LTD.
CRD 155263
WI$126.1M1Charles Schwab→
A68KALEEL INVESTMENT ADVISORS, LLC
CRD 131216
MA$145.4M2E*Trade→
A68BTS ASSET MANAGEMENT INC
CRD 105215
MA$144.8M11E*Trade→
A67FINANCIAL SERVICE GROUP INC
CRD 107893
WI$215.0M3Charles Schwab→
A66PARK STATE ASSET MANAGEMENT LLC
CRD 336573
MA$192.4M4Charles Schwab→
A66ENTREPRENEURSHARES LLC
CRD 153615
MA$50.4M1E*Trade→
A66NEEDHAM R B ADVISORY CORP
CRD 105378
MA$102.4M1Charles Schwab→
A66THE PLANNER'S EDGE LLC
CRD 114616
WA$178.7M3Charles Schwab→
A66RARE WOLF CAPITAL LLC
CRD 334465
WA$179.6M1Charles Schwab→
A65RUNDE & CO. LLC
CRD 106383
WA$209.5M2Charles Schwab→
A65BOYD FINANCIAL STRATEGIES, INC.
CRD 107505
MA$139.6M3Charles Schwab→
A65SUCCESSFUL MONEY STRATEGIES INC
CRD 109829
MA$227.1M1Charles Schwab→
A65NEW ENGLAND SCHOONER, INC.
CRD 129552
MA$165.2M4Pershing→
A65MOORE FINANCIAL ADVISORS, LTD.
CRD 130421
MA$127.2M5Fidelity→
A65MCKINLEY MONEY, LLC
CRD 145571
WI$163.7M2Charles Schwab→
A65FAMILY PARTNERS CAPITAL, LLC
CRD 304176
MA$92.3M2Charles Schwab→
A65HALLETT INVESTMENTS, LLC
CRD 306187
WA$157.9M5Charles Schwab→
A65BUTTERWORTH FINANCIAL LLC
CRD 325026
MA$103.3M1LPL Financial→
B64IRONWOOD INVESTMENT MANAGEMENT, LLC
CRD 108467
MA$278.2M2Charles Schwab→
B64OFG FINANCIAL SERVICES, INC.
CRD 23940
KS$271.0M50E*Trade→
B64FAIRFIELD FINANCIAL ADVISORS LTD
CRD 106408
MA$333.2M2Charles Schwab→
B64SANDER CAPITAL ADVISORS, INC.
CRD 112499
WA$210.0M2E*Trade→
B64VORPAHL WING SECURITIES, INC.
CRD 47548
WA$124.4M4E*Trade→
B63EPILOG PARTNERS, LP.
CRD 325368
MA$181.6M—E*Trade→
B63AMERICAN INVESTMENT ADVISORS INC
CRD 104579
WI$137.9M—Charles Schwab→
B63NEW ENGLAND FINANCIAL PLANNING GROUP, LLC
CRD 105254
MA$246.1M3Raymond James→
B62CENTRAL WEALTH MANAGEMENT LLC
CRD 293172
WI$136.8M1Charles Schwab→
B62SAVIOR LLC
CRD 299178
MA$140.2M5Charles Schwab→
B62LASALLE INVESTMENT ADVISORS, INC.
CRD 109303
WI$133.6M5—→
B62ROCKY HILL ADVISORS INC.
CRD 123242
MA$102.4M4—→
B62SULLIVAN INVESTMENT MANAGEMENT LLC
CRD 289217
WI$111.8M1—→