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111 firms
ActiveState: WI×State: IN×State: SC×AUM: $1B+×clear all
ScoreFirmStateAUMAdvisorsCustodian
B57REINHART PARTNERS, LLC
CRD 106432
WI$2.47B6State Street→
B57UNIPLAN INVESTMENT COUNSEL, INC.
CRD 154718
WI$1.04B3E*Trade→
B54CAPITAL INVESTMENT SERVICES OF AMERICA INC
CRD 110639
WI$1.31B9Charles Schwab→
C50CCM INVESTMENT ADVISERS, LLC
CRD 105743
SC$1.55B8Charles Schwab→
C48PHILLIPS FINANCIAL MANAGEMENT, LLC
CRD 131344
IN$2.64B15Charles Schwab→
C46WINTHROP CAPITAL MANAGEMENT, LLC
CRD 145216
IN$3.97B3State Street→
C44WALLINGTON ASSET MANAGEMENT, LLC
CRD 143360
IN$1.32B8Charles Schwab→
C44GOLDSTEIN ADVISORS, LLC
CRD 323125
WI$1.08B10Charles Schwab→
C43IAG WEALTH PARTNERS, LLC
CRD 109721
WI$1.87B15LPL Financial→
C43TANDEM INVESTMENT ADVISORS INC
CRD 109392
SC$3.45B11LPL Financial→
C43PERMANENS CAPITAL L.P.
CRD 157476
SC$4.02B4Charles Schwab→
C41THOMPSON INVESTMENT MANAGEMENT, INC.
CRD 129609
WI$3.08B8Charles Schwab→
C41AXIA ADVISORY CORP
CRD 107571
IN$1.88B4Charles Schwab→
C41FIDUCIARY MANAGEMENT, INC.
CRD 109149
WI$11.36B—Charles Schwab→
C40HEARTLAND ADVISORS, INC.
CRD 29433
WI$1.92B15Charles Schwab→
C40HARBOUR INVESTMENTS, INC.
CRD 19258
WI$9.60B50E*Trade→
C39GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
CRD 167429
IN$2.70B2E*Trade→
C37ELLENBECKER INVESTMENT GROUP, INC.
CRD 173851
WI$2.06B19Charles Schwab→
C37FORM WEALTH ADVISORS, LLC
CRD 326519
WI$1.06B8Raymond James→
C37NICHOLAS CO INC
CRD 108347
WI$6.08B1Charles Schwab→
C37DIVERSIFIED MANAGEMENT INC
CRD 106680
WI$1.87B6Charles Schwab→
C37LIBERTY HALL CAPITAL PARTNERS, L.P.
CRD 173159
SC$1.14B—JPMorgan→
C36PERFORMA LIMITED (US), LLC
CRD 154232
SC$4.49B—E*Trade→
C36GREENWOOD CAPITAL ASSOCIATES, LLC
CRD 115015
SC$1.77B16Charles Schwab→
C36HECK CAPITAL ADVISORS, LLC
CRD 143848
WI$11.31B20E*Trade→
C35PROCOURSE FIDUCIARY ADVISORS, LLC
CRD 164328
IN$5.49B4Fidelity→
C35SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
CRD 288623
IN$6.18B26E*Trade→
C35GOELZER INVESTMENT MANAGEMENT, INC.
CRD 44402
IN$4.51B23E*Trade→
C34CREATIVE FINANCIAL DESIGNS, INC.
CRD 109032
IN$2.94B50Charles Schwab→
C34DEERFIELD FINANCIAL ADVISORS, INC.
CRD 104964
IN$1.18B6Charles Schwab→
C34SENTRY INVESTMENT MANAGEMENT, L.L.C.
CRD 105176
WI$1.43B—E*Trade→
C34LJI WEALTH MANAGEMENT, LLC
CRD 145399
IN$1.37B13E*Trade→
C34THURSTON SPRINGER ADVISORS, LLC
CRD 299201
IN$3.68B50E*Trade→
C33KELLOGG ASSET MANAGEMENT, LLC
CRD 150031
WI$2.86B9E*Trade→
C33VOLOFIN CAPITAL MANAGEMENT (US) LLC
CRD 309922
SC$1.01B—E*Trade→
C33DANA INVESTMENT ADVISORS INC
CRD 105879
WI$6.08B25Charles Schwab→
C33ABACUS PLANNING GROUP, INC.
CRD 107994
SC$2.16B15Charles Schwab→
C32KLCM ADVISORS, INC.
CRD 107847
WI$1.88B5Charles Schwab→
C32ELSER FINANCIAL PLANNING, INC.
CRD 143311
IN$2.11B12Charles Schwab→
C32GENEVA CAPITAL MANAGEMENT LLC
CRD 105432
WI$5.60B3Morgan Stanley→
C32MADISON INVESTMENT ADVISORS, LLC
CRD 110297
WI$13.84B24Charles Schwab→
C32LPL ENTERPRISE, LLC
CRD 8733
SC$24.94B50LPL Financial→
C31MASON STREET ADVISORS, LLC
CRD 114085
WI$39.08B—E*Trade→
C31ARCHER INVESTMENT CORPORATION
CRD 136403
IN$1.01B50Fidelity→
C30CAMPBELL NEWMAN ASSET MANAGEMENT INC
CRD 107003
WI$1.44B4Charles Schwab→
C30NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
CRD 307865
WI$323.08B—Northern Trust→
C29SCHAPER BENZ & WISE INVESTMENT COUNSEL INC
CRD 107630
WI$1.76B11Charles Schwab→
C29SPECTRUM INVESTMENT ADVISORS, INC.
CRD 108669
WI$1.06B21Charles Schwab→
C29ONEAMERICA ASSET MANAGEMENT, LLC
CRD 165929
IN$24.42B—E*Trade→
C29NATIONAL INVESTMENT SERVICES OF AMERICA, LLC
CRD 307169
WI$16.25B14State Street→