Trends · data through September 2026

Brokerages & Robo-Advisors in the United States

Iceflower tracks 127 stores from 101 brokerages & robo-advisors in the United States.

Rankings come from real card and bank transactions across a panel of 130M+ US and EU consumers. We publish relative growth and rankings, never revenue figures. About the data

Tracked chains
101
Tracked stores
127
Consumer panel
130M+

Growth ranking

Fastest-growing tracked brokerages & robo-advisors

Ranked by year-over-year growth of share of tracked local spend. Arrows show movement in the rankings since last year. Each dot in the chart is one tracked chain: bigger market position to the right, faster growth higher up, more tracked stores in a bigger dot. Colors match the store map below. Charles Schwab and Capital Group sit in the high-growth half.

# Chain YoY growth
RankChainRank movementYoY growth
1 C Charles Schwab logo Charles Schwab - +16.6%
2 C Capital Group logo Capital Group - -69.7%
  • E-ZPass
  • Liberty University
  • Charles Schwab
  • Hayward
  • Sykesville
  • Prospera
  • Republic Monetary Exchange
  • Other tracked chains

Store footprint

Store map

127 tracked store locations in the United States. The 7 largest tracked chains are highlighted.

  • E-ZPass (2)
  • Liberty University (2)
  • Charles Schwab (19)
  • Hayward (1)
  • Sykesville (1)
  • Prospera (1)
  • Republic Monetary Exchange (1)
  • Other tracked chains

Top tracked chains by store count

  • 1 C Charles Schwab logo Charles Schwab 19
  • 2 C Capital Group logo Capital Group 4
  • 3 E Elizabeth Kate 2
  • 4 B Blessed 2
  • 5 W Waterford 2
  • 6 E E-ZPass logo E-ZPass 2
  • 7 L Liberty University logo Liberty University 2
  • 8 S Slater Hospitality 1
  • 9 L Lord Abbett logo Lord Abbett 1
  • 10 M Make It Happen Credit Repair 1
  • 11 V Venegas Capital 1
  • 12 D Desert Community College District 1
  • 13 L Lincoln Capital 1
  • 14 F Funkwerks 1
  • 15 J Jonathan H. Dooda 1
  • 16 G Gregory Brown 1
  • 17 C Crystal Gomez 1
  • 18 A Anthony Ruda 1
  • 19 M Michigan Avenue Internists 1
  • 20 T Tabitha Satchwell 1
  • 21 L Limelight Capital 1
  • 22 I Its Your Weiner 1
  • 23 G Global Health 1
  • 24 I Independent Record Pressing 1
  • 25 C Club's Choice Fundraising 1
  • 26 N Nile Swim Club Of Yeadon 1
  • 27 P Phil's Gang 1
  • 28 C Confetti Wealth 1
  • 29 E Earl Gentile Hearing Services 1
  • 30 H Heather Ott 1
  • 31 R Richard Anderson 1
  • 32 M Modern Woodmen of America 1
  • 33 M Markman Brothers Investments 1
  • 34 F F Street 1
  • 35 D DOLCE Café + Marketplace 1
  • 36 B Brown Brothers Harriman 1
  • 37 A Albany Steam Works 1
  • 38 3 3333 Wilshire 1
  • 39 W West Coast Barrel Racing 1
  • 40 A Awesome ROI 1
  • 41 A All About Trust 1
  • 42 A American Funds 1
  • 43 H Hudson Yards Capital 1
  • 44 D David Dodson 1
  • 45 T Thornburg Investment Management 1
  • 46 J Jefferies 1
  • 47 E Eastbank Commerce Center 1
  • 48 R Richard Levey 1
  • 49 A Advanta IRA 1
  • 50 M Malik 1

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