10,463 firms
- Plan Financial
Fresno, CA
$195M AUM
$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
- Planwiser Financial
Colorado Springs, CO
$169M AUM
- Platform Technology Partners
Locust Valley, NY
$1.2B AUM
- Platform Wealth Advisors
Holladay, UT
$509M AUM
$154M AUM
- Platt Wealth Management
San Diego, CA
$391M AUM
$114M AUM
- Plootus
New Haven, CT
- Plum Pointe Wealth Management
Providence, RI
$105M AUM
$463M AUM
- Plus Group Wealth Advisors, LLC
Belgium, WI
$159M AUM
$1M AUM