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184 firms
ActiveState: WI×State: SC×State: IL×State: TN×AUM: $500M-$1B×clear all
ScoreFirmStateAUMAdvisorsCustodian
B64CAPITAL RESOURCE MANAGEMENT INC
CRD 106768
IL$593.2M1E*Trade→
B61PRIVATE WEALTH MANAGEMENT, INC.
CRD 120823
TN$832.5M2Charles Schwab→
B55SKYLANDS CAPITAL, LLC
CRD 131183
WI$746.5M2Goldman Sachs→
B55MILESTONE INVESTMENT ADVISORS, LLC
CRD 168429
WI$877.6M7Charles Schwab→
B55ALLEY INVESTMENT MANAGEMENT COMPANY, LLC
CRD 317544
IL$907.2M5Charles Schwab→
B54ALPHA INVESTMENT CONSULTING GROUP, LLC
CRD 139721
WI$713.6M3E*Trade→
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→
B5312TH STREET ASSET MANAGEMENT LLC
CRD 153528
TN$621.6M4Raymond James→
B53ADVISORY RESEARCH INC
CRD 108254
IL$991.3M7Charles Schwab→
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab→
B52ADVISORS MANAGEMENT GROUP INC
CRD 113020
WI$819.6M12Charles Schwab→
B51GOOGINS ADVISORS, INC.
CRD 13985
WI$501.0M4Charles Schwab→
B51SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
CRD 159255
IL$705.7M6Fidelity→
C50GREENROCK RESEARCH, INC.
CRD 131825
IL$863.9M4E*Trade→
C50AFFILIATED FINANCIAL ADVISORS INC
CRD 108154
WI$541.5M4Charles Schwab→
C49INTERTIDE PARTNERS L.L.C.
CRD 326896
IL$971.4M—Charles Schwab→
C48PHAROS CAPITAL GROUP, LLC
CRD 158849
TN$629.6M—Fidelity→
C48TOTAL CLARITY WEALTH MANAGEMENT, INC
CRD 142728
IL$755.4M22LPL Financial→
C48BERNICKE WEALTH MANAGEMENT, LTD.
CRD 335431
WI$887.4M12Charles Schwab→
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→
C44BROADVIEW FINANCIAL MANAGEMENT, LLC
CRD 143550
WI$699.2M6Charles Schwab→
C44PARK CAPITAL MANAGEMENT, LLC
CRD 158965
WI$868.0M5Charles Schwab→
C44SHANKERVALLEAU WEALTH ADVISORS, INC.
CRD 117527
IL$645.3M7Charles Schwab→
C44WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CRD 299595
IL$732.2M5Fidelity→
C44INTRINSIC EDGE CAPITAL MANAGEMENT LLC
CRD 285034
IL$771.8M1Fidelity→
C43CURA WEALTH ADVISORS, LLC
CRD 332511
IL$527.7M2Charles Schwab→
C42ABERDEEN WEALTH MANAGEMENT LLC
CRD 108525
IL$699.1M2Charles Schwab→
C42RESOURCE FINANCIAL GROUP, LTD.
CRD 119833
IL$637.4M2E*Trade→
C42EVERGREEN ADVISORS, LLC
CRD 149861
TN$522.8M2Charles Schwab→
C42KABOUTER MANAGEMENT, LLC
CRD 153099
IL$992.5M—Goldman Sachs→
C42SFAM, LLC
CRD 145026
IL$896.5M4Charles Schwab→
C42SOUTHERNSUN ASSET MANAGEMENT LLC
CRD 154572
TN$749.4M1E*Trade→
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→
C41FRIEDLANDER & CO INC
CRD 105150
WI$564.8M1E*Trade→
C41PONDERA HOLDINGS LLC
CRD 315097
IL$563.8M—Northern Trust→
C41BKM WEALTH MANAGEMENT, LLC
CRD 323928
WI$651.8M6Wells Fargo→
C41MPS-LORIA FINANCIAL PLANNERS,LLC
CRD 122866
IL$826.6M5Charles Schwab→
C41WEALTH PRESERVATION ADVISORS, LLC
CRD 167518
TN$591.6M2Charles Schwab→
C41GROUND SWELL CAPITAL, LLC
CRD 159812
SC$949.2M6E*Trade→
C41WMG FINANCIAL ADVISORS, LLC
CRD 285824
TN$693.8M15Charles Schwab→
C40ENRICH FINANCIAL PARTNERS LLC
CRD 111234
WI$556.8M4Charles Schwab→
C40RICHARDSON CAPITAL MANAGEMENT, LLC
CRD 130985
WI$582.2M10Charles Schwab→