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608 firms
ActiveState: MA×State: IL×AUM: <$25M×AUM: $1B+×clear all
ScoreFirmStateAUMAdvisorsCustodian
B61STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.
CRD 114922
MA$2.84B1E*Trade→
B52MEDIQUS ASSET ADVISORS INC
CRD 107694
IL$1.46B5Charles Schwab→
B52THE DE BURLO GROUP, INC.
CRD 153435
MA$1.13B4Charles Schwab→
B50PATH DIGITAL ADVISORS, LLC
CRD 312983
IL$150K—E*Trade→
C50PEAR TREE ADVISORS, INC.
CRD 104576
MA$3.09B2E*Trade→
C50SHEPHERD FINANCIAL PARTNERS, LLC
CRD 169093
MA$1.38B8LPL Financial→
C50ARISTOTLE CAPITAL BOSTON, LLC
CRD 173198
MA$1.83B2State Street→
C49ARTHUR M. COHEN & ASSOCIATES LLC
CRD 105894
IL$1.11B3Charles Schwab→
C49MINOT DEBLOIS ADVISORS LLC
CRD 140170
MA$2.04B1Fidelity→
C48ANCHOR CAPITAL ADVISORS LLC
CRD 105540
MA$2.37B17LPL Financial→
C48SCALYR TECHNOLOGIES INC.
CRD 326836
MA$190K—E*Trade→
C47NEW ENGLAND RETIREMENT CONSULTANTS, LLC
CRD 141573
MA$2.11B4E*Trade→
C46SCHWERIN BOYLE CAPITAL MANAGEMENT INC
CRD 105004
MA$1.21B4Charles Schwab→
C46E.P.G., INCORPORATED
CRD 106821
MA$3.20B4E*Trade→
C45SVB WEALTH LLC
CRD 172832
MA$3.10B50Charles Schwab→
C45RAIL-SPLITTER CAPITAL MANAGEMENT LLC
CRD 338394
IL$03E*Trade→
C45BIRCH HILL INVESTMENT ADVISORS LLC
CRD 143750
MA$2.95B9Charles Schwab→
C44URBAN FINANCIAL ADVISORY CORP
CRD 110057
IL$1.28B3E*Trade→
C44LEEWARD INVESTMENTS, LLC
CRD 312557
MA$2.87B2LPL Financial→
C44COZAD ASSET MANAGEMENT INC
CRD 104764
IL$2.62B20Pershing→
C44EMBREE FINANCIAL GROUP
CRD 108233
IL$2.64B14Charles Schwab→
C44WAINWRIGHT INVESTMENT COUNSEL LLC
CRD 108711
MA$5.52B12E*Trade→
C44EQUITY INTERNATIONAL MANAGEMENT, LLC
CRD 156961
IL$1.40B—Folio Institutional→
C44OLD IRONSIDES ENERGY, LLC
CRD 168670
MA$1.21B—E*Trade→
C43SECURITY CAPITAL RESEARCH & MANAGEMENT INCORPORATED
CRD 106201
IL$3.30B—JPMorgan→
C43WP GLOBAL PARTNERS LLC
CRD 135689
IL$3.01B—JPMorgan→
C43SAVOIE CAPITAL LLC
CRD 167497
IL$1.32B—Charles Schwab→
C43COFG ADVISORS, LLC
CRD 333344
IL$1.21B11Raymond James→
C43AMERICAN INVESTMENT SERVICES INC
CRD 110043
MA$1.07B6Charles Schwab→
C43ADAPTIVE ADVISERS, LLC
CRD 318716
MA$450K—E*Trade→
C43LMCG INVESTMENTS, LLC
CRD 149936
MA$6.83B9Charles Schwab→
C42PAR CAPITAL MANAGEMENT, INC.
CRD 156596
MA$1.47B—Fidelity→
C42ARBORSTONE FINANCIAL, LLC
CRD 338225
MA$04Charles Schwab→
C42KRM FINANCIAL PLANNING & WEALTH MANAGEMENT, LLC
CRD 338738
IL$01Charles Schwab→
C42HOUSE HANOVER LLC
CRD 284838
MA$19.7M—E*Trade→
C42WILLOW PARTNER ADVISORS, LLC
CRD 333917
MA$01E*Trade→
C42RETIREMENT RESOURCES INVESTMENT CORPORATION
CRD 47723
MA$2.44B2Fidelity→
C42PORTOLAN CAPITAL MANAGEMENT, LLC
CRD 157542
MA$2.02B—BNY Mellon→
C42THE BAUPOST GROUP, L.L.C.
CRD 109530
MA$24.68B—State Street→
C42KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC.
CRD 111872
IL$2.66B50Charles Schwab→
C42MILLIMAN FINANCIAL RISK MANAGEMENT LLC
CRD 159377
IL$40.33B—E*Trade→
C42OXBOW HOLDINGS, INC.
CRD 339061
MA$01E*Trade→
C42SAFFORD NICHOLAS H & CO INC
CRD 104740
MA$1.80B4E*Trade→
C42RIVERWALK CAPITAL PARTNERS, LLC
CRD 328320
IL$16.2M—E*Trade→
C42WINTHROP ADVISORY GROUP, LLC
CRD 288178
MA$3.10B27LPL Financial→
C42TALL PINES CAPITAL, LLC
CRD 286089
IL$25.0M1Charles Schwab→
C41MIDDLETON & COMPANY INC.
CRD 104549
MA$1.23B6Charles Schwab→
C41KEELEY-TETON ADVISORS, LLC
CRD 286297
IL$12.6M2E*Trade→
C40FORESTER CAPITAL MANAGEMENT LTD
CRD 109474
IL$3.5M—E*Trade→
C40CASTLEARK ALTERNATIVES, LLC
CRD 288893
IL$8.2M—E*Trade→