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324 firms
ActiveState: WI×State: TN×Custodian: Charles Schwab×Custodian: E*Trade×clear all
ScoreFirmStateAUMAdvisorsCustodian
A90CARMICHAEL CAPITAL, INC.
CRD 118468
TN$126.6M1Charles Schwab→
A77BARNETT & CO INC
CRD 105867
TN$142.0M3Charles Schwab→
A75ERISA ADVISERS, INC.
CRD 170487
TN$187.1M1Charles Schwab→
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade→
A70POPE ASSET MANAGEMENT, LLC
CRD 113584
TN$114.8M2E*Trade→
A70MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD 106288
WI$252.3M3Charles Schwab→
A68CAPITAL WEALTH ADVISORS, LTD.
CRD 155263
WI$126.1M1Charles Schwab→
A67FINANCIAL SERVICE GROUP INC
CRD 107893
WI$215.0M3Charles Schwab→
A67FINANCIAL MANAGEMENT ADVISORS, INC.
CRD 117442
TN$149.9M4E*Trade→
A65SAGE INVESTMENT COUNSEL LLC
CRD 116907
TN$164.6M4Charles Schwab→
A65MCKINLEY MONEY, LLC
CRD 145571
WI$163.7M2Charles Schwab→
A65SMITH & CO ADVISORY LLC
CRD 333042
TN$118.5M1Charles Schwab→
B64ADDITIVE ADVISORY PBC
CRD 283979
TN$140.9M1Charles Schwab→
B63AMERICAN INVESTMENT ADVISORS INC
CRD 104579
WI$137.9M—Charles Schwab→
B62CENTRAL WEALTH MANAGEMENT LLC
CRD 293172
WI$136.8M1Charles Schwab→
B62BREAKTHRU ADVISORY SERVICES, LLC
CRD 332173
WI$125.7M1Charles Schwab→
B61PRIVATE WEALTH MANAGEMENT, INC.
CRD 120823
TN$832.5M2Charles Schwab→
B61REVIEW SERVICES INC
CRD 110277
WI$227.4M3Charles Schwab→
B61ELITE RETIREMENT GROUP, INC.
CRD 312178
WI$168.4M—Charles Schwab→
B61BRANDON FINANCIAL PLANNING, INC.
CRD 110267
TN$434.9M2Charles Schwab→
B61RIA SERVICES, LLC
CRD 281520
WI$276.1M2Charles Schwab→
B60GHE, LLC
CRD 125245
TN$252.6M3Charles Schwab→
B60ALDEBARAN FINANCIAL INC
CRD 105741
TN$222.8M3Charles Schwab→
B59STERLING CAPITAL MANAGEMENT INC
CRD 106822
WI$296.9M2E*Trade→
B59JOHN F SUBY WEALTH MANAGEMENT LLC
CRD 150824
WI$464.9M3E*Trade→
B59STRATEGIC WEALTH PARTNERS LLC
CRD 336564
TN$101.7M2E*Trade→
B57MEMPHIS CAPITAL MANAGEMENT, LLC
CRD 134522
TN$268.6M2E*Trade→
B57WINDWARD WEALTH STRATEGIES, INC.
CRD 175126
WI$251.2M2Charles Schwab→
B57SOLAS BIOVENTURES MANAGEMENT, LLC
CRD 322344
TN$165.0M—E*Trade→
B57WARNKE/NICHOLS LTD.
CRD 112181
WI$160.0M2Charles Schwab→
B57CAMPBELL ASSET MANAGEMENT, LLC
CRD 125052
TN$146.0M3Charles Schwab→
B57GENEVA PARTNERS, LLC
CRD 130768
WI$423.6M9E*Trade→
B57UNIPLAN INVESTMENT COUNSEL, INC.
CRD 154718
WI$1.04B3E*Trade→
B57BROOKS, MOORE & ASSOCIATES, INC.
CRD 105716
TN$348.9M3Charles Schwab→
B57NEWSOUTH CAPITAL MANAGEMENT INC
CRD 110676
TN$2.21B7E*Trade→
B56STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
CRD 332731
WI$168.2M3E*Trade→
B56ELITE WEALTH MANAGEMENT, INC.
CRD 333159
WI$161.4M4Charles Schwab→
B55FINANCIAL STRATEGIES, INC.
CRD 113097
WI$149.8M10Charles Schwab→
B55COSEY FINANCIAL SERVICES, INC.
CRD 140175
TN$123.7M3Charles Schwab→
B55BOARDWALK FINANCIAL STRATEGIES LLC
CRD 165048
WI$197.6M3Charles Schwab→
B55CARDINAL WEALTH ADVISORY, LLC
CRD 136659
TN$273.2M2E*Trade→
B55H. C. DENISON CO.
CRD 1628
WI$310.0M4E*Trade→
B55GLOBAL VALUE INVESTMENT CORPORATION
CRD 144260
WI$225.6M4Charles Schwab→
B55INVESTMENT & RETIREMENT ADVISORS, LLC
CRD 131741
TN$138.6M2E*Trade→
B55MILESTONE INVESTMENT ADVISORS, LLC
CRD 168429
WI$877.6M7Charles Schwab→
B54DORIAN EASON ASSET MANAGEMENT, LLC
CRD 113724
TN$27.1M1Charles Schwab→
B54ALPHA INVESTMENT CONSULTING GROUP, LLC
CRD 139721
WI$713.6M3E*Trade→
B54CAPITAL INVESTMENT SERVICES OF AMERICA INC
CRD 110639
WI$1.31B9Charles Schwab→
B54BLACKHAWK CAPITAL PARTNERS, LLC
CRD 158020
WI$452.0M7Charles Schwab→
B54KULT WEALTH MANAGEMENT GROUP, LLC
CRD 126740
WI$135.1M1Charles Schwab→