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205 firms
ActiveState: OR×State: WI×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A72COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
OR$110.5M2Charles Schwab→
A70MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD 106288
WI$252.3M3Charles Schwab→
A69ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
OR$211.7M11Charles Schwab→
A68NORTH FORTY TWO & CO.
CRD 148417
OR$167.9M1Charles Schwab→
A68CAPITAL WEALTH ADVISORS, LTD.
CRD 155263
WI$126.1M1Charles Schwab→
A67FINANCIAL SERVICE GROUP INC
CRD 107893
WI$215.0M3Charles Schwab→
A65MCKINLEY MONEY, LLC
CRD 145571
WI$163.7M2Charles 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→
B61RETIREMENT CONSULTING GROUP, INC.
CRD 311184
OR$457.0M2Charles Schwab→
B61REVIEW SERVICES INC
CRD 110277
WI$227.4M3Charles Schwab→
B61OREGON PACIFIC WEALTH MANAGEMENT, LLC
CRD 283958
OR$156.3M4Charles Schwab→
B61ELITE RETIREMENT GROUP, INC.
CRD 312178
WI$168.4M—Charles Schwab→
B61RIA SERVICES, LLC
CRD 281520
WI$276.1M2Charles Schwab→
B59SUMMA GLOBAL ADVISORS, LLC
CRD 148713
OR$144.1M2Charles Schwab→
B59WILLAMETTE FINANCIAL ADVISORS, LLC
CRD 173482
OR$117.5M2Charles Schwab→
B58PEARL WEALTH LLC
CRD 299508
OR$156.3M2Charles Schwab→
B58CLEARVIEW WEALTH ADVISORS, LLC
CRD 305737
OR$201.8M2Charles Schwab→
B57WINDWARD WEALTH STRATEGIES, INC.
CRD 175126
WI$251.2M2Charles Schwab→
B57WARNKE/NICHOLS LTD.
CRD 112181
WI$160.0M2Charles Schwab→
B57SPRINGWATER WEALTH MANAGEMENT, LLC
CRD 167539
OR$203.9M2Charles Schwab→
B56CAPSTONE WEALTH ADVISORS, LLC
CRD 287670
OR$102.4M2Charles Schwab→
B56ELITE WEALTH MANAGEMENT, INC.
CRD 333159
WI$161.4M4Charles Schwab→
B55FINANCIAL STRATEGIES, INC.
CRD 113097
WI$149.8M10Charles Schwab→
B55BOARDWALK FINANCIAL STRATEGIES LLC
CRD 165048
WI$197.6M3Charles Schwab→
B55GRANGE CAPITAL, LLC
CRD 131699
OR$217.2M4Charles Schwab→
B55GLOBAL VALUE INVESTMENT CORPORATION
CRD 144260
WI$225.6M4Charles Schwab→
B55MILESTONE INVESTMENT ADVISORS, LLC
CRD 168429
WI$877.6M7Charles Schwab→
B55PACIFIC COAST INVESTMENT ADVISORS, LLC
CRD 137963
OR$122.2M1Charles Schwab→
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→
B54TENBRIDGE PARTNERS LLC
CRD 159378
OR$110.0M4Charles Schwab→
B54CAPITOL FAMILY OFFICE, INC.
CRD 312005
OR$136.1M2Charles Schwab→
B54TRADEWINDS ASSET MANAGEMENT, LLC
CRD 323879
OR$135.1M3Charles Schwab→
B54SAMARA INVESTMENT MANAGEMENT, LLC
CRD 336178
OR$123.0M2Charles Schwab→
B53ROOTED FINANCIAL GROUP, LLC
CRD 335302
OR$108.7M2Charles Schwab→
B52ADVISORS MANAGEMENT GROUP INC
CRD 113020
WI$819.6M12Charles Schwab→
B52PORTLAND PRIVATE WEALTH MANAGEMENT, INC.
CRD 171321
OR$235.4M3Charles Schwab→
B51AUXIER ASSET MANAGEMENT LLC
CRD 107980
OR$946.1M6Charles Schwab→
B51GOOGINS ADVISORS, INC.
CRD 13985
WI$501.0M4Charles Schwab→
B51ARCATAUR CAPITAL MANAGEMENT LLC
CRD 124663
WI$469.5M7Charles Schwab→
B51CWC ADVISORS, LLC
CRD 127739
OR$445.3M5Charles Schwab→
B50PROGRESSIVE INVESTMENT MANAGEMENT CORPORATION
CRD 107777
OR$758.3M4Charles Schwab→
B50RETIREMENT INCOME STRATEGIES, LLC
CRD 318052
WI$159.0M1Charles Schwab→
C50AFFILIATED FINANCIAL ADVISORS INC
CRD 108154
WI$541.5M4Charles Schwab→
C50ECIO, INC.
CRD 301432
WI$395.6M5Charles Schwab→
C49PORTFOLIO DESIGN SERVICES, LLC
CRD 131506
WI$149.7M4Charles Schwab→
C49COPIA WEALTH MANAGEMENT, LLC
CRD 281873
OR$157.5M4Charles Schwab→