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127 firms
ActiveState: WI×State: OR×State: IN×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→
C49QUEST INVESTMENT MANAGEMENT, LLC
CRD 110640
OR$1.71B6E*Trade→
C48PHILLIPS FINANCIAL MANAGEMENT, LLC
CRD 131344
IN$2.64B15Charles Schwab→
C47M HOLDINGS SECURITIES, INC.
CRD 43285
OR$3.21B50Charles Schwab→
C46WINTHROP CAPITAL MANAGEMENT, LLC
CRD 145216
IN$3.97B3State Street→
C45M FINANCIAL INVESTMENT ADVISERS INC
CRD 106648
OR$1.01B—E*Trade→
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→
C42SCOTT CAPITAL ADVISORS, LLC
CRD 307980
OR$1.13B6Fidelity→
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→
C40DESCHUTES INVESTMENT CONSULTING, LLC
CRD 155312
OR$2.89B10Charles Schwab→
C40HARBOUR INVESTMENTS, INC.
CRD 19258
WI$9.60B50E*Trade→
C39GLOBAL ATLANTIC INVESTMENT ADVISORS, LLC
CRD 167429
IN$2.70B2E*Trade→
C38M FINANCIAL ASSET MANAGEMENT, INC.
CRD 136694
OR$1.23B4Charles Schwab→
C37BECKER CAPITAL MANAGEMENT INC
CRD 110489
OR$5.73B21Charles Schwab→
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→
C36HECK CAPITAL ADVISORS, LLC
CRD 143848
WI$11.31B20E*Trade→
C36CEDAR MOUNTAIN ADVISORS, LLC
CRD 140339
OR$1.20B6Charles Schwab→
C36SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC
CRD 159419
OR$1.75B13Fidelity→
C36DVSM, LP
CRD 160800
OR$1.89B—Wells Fargo→
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→
C34JENSEN INVESTMENT MANAGEMENT INC
CRD 105281
OR$6.48B5Pershing→
C34STANCORP INVESTMENT ADVISERS, INC.
CRD 110228
OR$34.50B50Charles Schwab→
C34LJI WEALTH MANAGEMENT, LLC
CRD 145399
IN$1.37B13E*Trade→
C34THURSTON SPRINGER ADVISORS, LLC
CRD 299201
IN$3.68B50E*Trade→
C34VISION CAPITAL MANAGEMENT, INC.
CRD 107793
OR$1.23B12Charles Schwab→
C33KELLOGG ASSET MANAGEMENT, LLC
CRD 150031
WI$2.86B9E*Trade→
C33GOVERNMENT PORTFOLIO ADVISORS LLC
CRD 170384
OR$35.09B7E*Trade→
C33FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
CRD 104692
OR$10.66B27Charles Schwab→
C33DANA INVESTMENT ADVISORS INC
CRD 105879
WI$6.08B25Charles Schwab→
C33PHILLIPS AND COMPANY ADVISORS LLC
CRD 167214
OR$2.66B13Charles 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→
C32NORTHWEST CAPITAL MANAGEMENT INC
CRD 108091
OR$8.52B7Charles Schwab→