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137 firms
ActiveState: SC×State: AL×State: IL×AUM: $500M-$1B×clear all
ScoreFirmStateAUMAdvisorsCustodian
B64CAPITAL RESOURCE MANAGEMENT INC
CRD 106768
IL$593.2M1E*Trade→
B57BHK INVESTMENT ADVISORS, LLC
CRD 140515
AL$794.1M5Charles Schwab→
B55ALLEY INVESTMENT MANAGEMENT COMPANY, LLC
CRD 317544
IL$907.2M5Charles Schwab→
B54HEMSLEY ADVISORS, LTD.
CRD 106414
IL$638.1M4Charles Schwab→
B54TAIKO PRIVATE WEALTH
CRD 329909
IL$514.8M2Charles Schwab→
B54SEQUOIA WEALTH MANAGEMENT, LLC
CRD 170543
IL$599.6M16LPL Financial→
B53ADVISORY RESEARCH INC
CRD 108254
IL$991.3M7Charles Schwab→
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab→
B51SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
CRD 159255
IL$705.7M6Fidelity→
C50GREENROCK RESEARCH, INC.
CRD 131825
IL$863.9M4E*Trade→
C49INTERTIDE PARTNERS L.L.C.
CRD 326896
IL$971.4M—Charles Schwab→
C48TOTAL CLARITY WEALTH MANAGEMENT, INC
CRD 142728
IL$755.4M22LPL Financial→
C47ATIVO CAPITAL MANAGEMENT, LLC
CRD 125303
IL$862.7M5Northern Trust→
C47CENTRIC WEALTH MANAGEMENT, LLC
CRD 133877
IL$792.9M11Charles Schwab→
C45TRIGRAN INVESTMENTS, INC.
CRD 155200
IL$533.2M—Wells Fargo→
C45DREAM CAPITAL ADVISORS, LLC
CRD 142788
IL$695.3M1E*Trade→
C44SHANKERVALLEAU WEALTH ADVISORS, INC.
CRD 117527
IL$645.3M7Charles Schwab→
C44WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CRD 299595
IL$732.2M5Fidelity→
C44PARK LANE ADVISORS, LLC
CRD 338445
AL$623.9M—Fidelity→
C44INTRINSIC EDGE CAPITAL MANAGEMENT LLC
CRD 285034
IL$771.8M1Fidelity→
C43CURA WEALTH ADVISORS, LLC
CRD 332511
IL$527.7M2Charles Schwab→
C43OAKWORTH ASSET MANAGEMENT, LLC
CRD 335388
AL$846.3M21E*Trade→
C42ABERDEEN WEALTH MANAGEMENT LLC
CRD 108525
IL$699.1M2Charles Schwab→
C42RESOURCE FINANCIAL GROUP, LTD.
CRD 119833
IL$637.4M2E*Trade→
C42KABOUTER MANAGEMENT, LLC
CRD 153099
IL$992.5M—Goldman Sachs→
C42SFAM, LLC
CRD 145026
IL$896.5M4Charles Schwab→
C42HEADLAND CAPITAL, LLC
CRD 332277
SC$559.3M10LPL Financial→
C42RED ARTS CAPITAL MANAGEMENT, LLC
CRD 316396
IL$619.5M—E*Trade→
C42BROOKSTONE ASSET MANAGEMENT, LLC
CRD 153467
IL$597.9M1E*Trade→
C42GRAYBILL WEALTH MANAGEMENT, LTD.
CRD 112046
IL$525.8M1Charles Schwab→
C41PONDERA HOLDINGS LLC
CRD 315097
IL$563.8M—Northern Trust→
C41MPS-LORIA FINANCIAL PLANNERS,LLC
CRD 122866
IL$826.6M5Charles Schwab→
C41GROUND SWELL CAPITAL, LLC
CRD 159812
SC$949.2M6E*Trade→
C40THE MOSAIC FINANCIAL GROUP, LLC
CRD 109816
IL$948.7M9Charles Schwab→
C39HEDEKER WEALTH LLC
CRD 124341
IL$595.1M2Charles Schwab→
C39MIRAMAR CAPITAL LLC
CRD 290909
IL$550.3M3Charles Schwab→
C39FOUNTAINHEAD FINANCIAL, LLC
CRD 150813
IL$543.2M2Charles Schwab→
C39KKM FINANCIAL LLC
CRD 165136
IL$733.9M1Charles Schwab→
C39GCG MANAGEMENT, LLC
CRD 156816
IL$818.2M—E*Trade→
C39PERMANENT CAPITAL MANAGEMENT, LP
CRD 328318
IL$768.9M1Equity Trust→
C39THE BANC FUNDS COMPANY, L.L.C.
CRD 106305
IL$680.4M—JPMorgan→
C39INNOVATIVE CAPITAL ADVISORS, LLC
CRD 161281
IL$619.5M—E*Trade→
C38ROBERTS, GLORE & CO.
CRD 109792
IL$938.4M5E*Trade→
C38GLOBAL VIEW INVESTMENT ADVISORS, LLC
CRD 145499
SC$553.8M4E*Trade→
C38MATRIX PRIVATE CAPITAL GROUP LLC
CRD 285531
IL$561.0M3JPMorgan→
C38LOGAN STONE CAPITAL LLC
CRD 311547
IL$664.3M—Charles Schwab→
C38BMSS WESSON WEALTH SOLUTIONS, LLC
CRD 282792
AL$704.0M8Charles Schwab→
C38TSFG, LLC
CRD 172555
IL$997.2M13LPL Financial→
C38FDX ADVISORS, INC.
CRD 104601
IL$832.8M—Pershing→
C38LFL ADVISERS, LLC
CRD 163963
IL$506.8M—Northern Trust→