Firms
Advisory firms that serve investors across the United States. Search by name or narrow by state.
10,000+ firms
Merrill Lynch, Pierce, Fenner & Smith
New York, NY, 25,559 advisors
Percent of assets, Flat fee, CommissionsTypical client: $860,085
$1.78 trillion managed
Edward Jones
St, Louis, MO, 24,118 advisors
Percent of assets, Flat fee, OtherTypical client: $246,728
$1.01 trillion managed
LPL Financial
Fort Mill, SC, 23,459 advisors
Percent of assets, Hourly, Flat feeTypical client: $399,489
$819 billion managed
Morgan Stanley
Purchase, NY, 23,156 advisors
Percent of assets, Flat fee, Commissions, Performance fee, OtherTypical client: $670,481
$1.96 trillion managed
Strategic Advisers
Boston, MA, 16,992 advisors
Percent of assets, Flat fee, OtherTypical client: $234,793
$1.37 trillion managed
J.p. Morgan Securities
New York, NY, 14,316 advisors
Percent of assets, OtherTypical client: $318,381
$430 billion managed
Wells Fargo Advisors
St, Louis, MO, 14,100 advisors
Percent of assets, Flat fee, CommissionsTypical client: $475,575
$671 billion managed
Ameriprise Financial Services
Minneapolis, MN, 12,970 advisors
Percent of assets, Hourly, Flat feeTypical client: $471,167
$660 billion managed
Cetera Investment Advisers
Schaumburg, IL, 10,452 advisors
Percent of assets, Hourly, Flat feeTypical client: $306,089
$257 billion managed
UBS Financial Services
Weehawken, NJ, 9,367 advisors
Percent of assets, Hourly, Flat fee, Commissions, OtherTypical client: $693,691
$916 billion managed
Osaic Wealth
Scottsdale, AZ, 8,052 advisors
Percent of assets, Hourly, Flat feeTypical client: $398,336
$235 billion managed
State Farm Investment Management
Bloomington, IL, 7,113 advisors
Percent of assetsTypical client: $133,928
$12.9 billion managed
Raymond James Financial Services Advisors
Saint Petersburg, FL, 6,468 advisors
Percent of assets, Hourly, Flat fee, Commissions, OtherTypical client: $700,796
$390 billion managed
Raymond James & Associates
St. Petersburg, FL, 5,796 advisors
Percent of assets, Hourly, Flat fee, CommissionsTypical client: $788,879
$501 billion managed
MML Investors Services
Springfield, MA, 5,093 advisors
Percent of assets, Hourly, Flat fee, OtherTypical client: $249,379
$116 billion managed
Equitable Advisors
New York, NY, 4,656 advisors
Percent of assets, Hourly, Flat feeTypical client: $609,299
$47.3 billion managed
Wells Fargo Advisors
St, Louis, MO, 4,146 advisors
Percent of assets, Flat fee, CommissionsTypical client: $514,335
$252 billion managed
Primerica Advisors
Duluth, GA, 3,998 advisors
Percent of assetsTypical client: $228,117
$15.5 billion managed
Cambridge Investment Research Advisors
Fairfield, IA, 3,917 advisors
Percent of assets, Hourly, Flat fee, Commissions, OtherTypical client: $378,281
$139 billion managed
RBC Capital Markets
New York, NY, 3,840 advisors
Percent of assets, Flat feeTypical client: $1.02 million
$310 billion managed
Stifel, Nicolaus &
St, Louis, MO, 3,351 advisors
Percent of assets, Flat fee, CommissionsTypical client: $773,556
$198 billion managed
Thrivent Investment Management
Minneapolis, MN, 3,159 advisors
Percent of assets, Flat feeTypical client: $162,801
$20.8 billion managed
LPL Enterprise
Fort Mill, SC, 3,111 advisors
Percent of assets, Hourly, Flat feeTypical client: $239,757
$24.9 billion managed
Fisher Investments
Plano, TX, 2,988 advisors
Percent of assets, Performance feeTypical client: $1.66 million
$387 billion managed
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