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25 firms
ActiveState: TN×State: IL×Custodian: Altruist×Custodian: Equity Trust×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
A75ARBOR FINANCIAL SERVICES, LLC
CRD 150713
IL$122.2M4LPL Financial→
B57MASUS FINANCIAL GROUP, LTD.
CRD 174339
IL$190.6M3LPL Financial→
B55LATKO WEALTH MANAGEMENT, LTD.
CRD 282423
IL$327.2M2LPL Financial→
B54SEQUOIA WEALTH MANAGEMENT, LLC
CRD 170543
IL$599.6M16LPL Financial→
C50STRATEGIC ADVISORY SERVICES, LLC
CRD 287984
TN$201.2M8LPL Financial→
C48TOTAL CLARITY WEALTH MANAGEMENT, INC
CRD 142728
IL$755.4M22LPL Financial→
C47CALDWELL ADVISORS, LLC
CRD 144408
TN$351.4M6LPL Financial→
C43BRENTVIEW INVESTMENT MANAGEMENT, LLC
CRD 300409
IL$233.4M3LPL Financial→
C42PMG WEALTH MANAGEMENT, INC.
CRD 285899
IL$198.3M4LPL Financial→
C39PERMANENT CAPITAL MANAGEMENT, LP
CRD 328318
IL$768.9M1Equity Trust→
C39SEGALL BRYANT & HAMILL, LLC
CRD 106505
IL$22.64B2LPL Financial→
C38TSFG, LLC
CRD 172555
IL$997.2M13LPL Financial→
C36GREENSTONE BELT WEALTH ADVISORS, LLC
CRD 335862
IL$260.1M5LPL Financial→
C35RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC
CRD 168346
IL$906.2M4LPL Financial→
C34HORIZON WEALTH MANAGEMENT, LLC
CRD 170255
IL$1.08B6LPL Financial→
C34KNOX WEALTH PARTNERS ADVISORY, LLC
CRD 288580
TN$272.9M7LPL Financial→
C30ORBA WEALTH ADVISORS, LLC
CRD 297351
IL$136.9M2LPL Financial→
C29PANDORA WEALTH, INC.
CRD 331816
IL$285.0M3LPL Financial→
C29HIGHPOINT ADVISOR GROUP, LLC
CRD 316636
IL$4.78B50LPL Financial→
C29BCU WEALTH ADVISORS, LLC
CRD 164173
IL$653.6M16LPL Financial→
C28QUAD CITY INVESTMENT ADVISORS, LLC
CRD 112187
IL$408.0M6LPL Financial→
C27IHT WEALTH MANAGEMENT LLC
CRD 171481
IL$9.80B50LPL Financial→
C24GREAT LAKES ADVISORS, LLC
CRD 110757
IL$16.16B18LPL Financial→
C20TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC
CRD 160321
TN$1.19B23LPL Financial→
C16FLETCHER WEALTH MANAGEMENT, INC.
CRD 322877
TN—1Altruist→