10,463 firms

• Plan Financial

  Fresno, CA

  $195M AUM

• Plan First Wealth LLC

  $140M AUM

• Plan Group Financial, INC.

  Oklahoma City, OK

  $690M AUM

• Plan To Prosper Wealth Management

  Ormond Beach, FL

  $234M AUM

• Plan2thrive Financial

  Eldridge, IA

  $148M AUM

• Plancorp, LLC

  Saint Louis, MO

  $9.9B AUM

• Planmember Securities Corporation

  Carpinteria, CA

  $10.1B AUM

• Planned Solutions, INC.

  Folsom, CA

  $671M AUM

• Planning Alternatives LTD

  Birmingham, MI

  $1.5B AUM

• Planning Works Advisory, INC.

  Austin, TX

  $200M AUM

• Planrock Wealth Strategies, LLC

  Brentwood, TN

  $71M AUM

• Plante Moran Financial Advisors

  Southfield, MI

  $25.1B AUM

• Planvest Financial, INC.

  Gaithersburg, MD

  $176M AUM

• Planvision, LLC
• Planwiser Financial

  Colorado Springs, CO

  $169M AUM

• Platform Technology Partners

  Locust Valley, NY

  $1.2B AUM

• Platform Wealth Advisors

  Holladay, UT

  $509M AUM

• Platt Investment Counsel, LLC

  $154M AUM

• Platt Wealth Management

  San Diego, CA

  $391M AUM

• Pleasantdale Wealth Management, LLC

  $114M AUM

• Plootus

  New Haven, CT
• Plum Pointe Wealth Management

  Providence, RI

  $105M AUM

• Plum Street Advisors, LLC

  $463M AUM

• Plus Group Wealth Advisors, LLC

  Belgium, WI

  $159M AUM

• Pmadvisers

  $1M AUM