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446 firms
ActiveState: OR×State: WI×State: IL×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A78WESTERN PACIFIC WEALTH MANAGEMENT, LP
CRD 152714
IL$205.5M2Charles Schwab→
A75MARK BELL ADVISORY SERVICES, INC.
CRD 107114
IL$138.2M1Charles Schwab→
A72COMPASS INVESTMENT ADVISERS, LLC
CRD 131933
OR$110.5M2Charles Schwab→
A72CLEMENT STREET CAPITAL LLC
CRD 159684
IL$141.0M2Charles Schwab→
A72BARRETT WEALTH CONNECTION LLC
CRD 161020
IL$148.0M2Charles Schwab→
A70MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD 106288
WI$252.3M3Charles Schwab→
A69ORCA INVESTMENT MANAGEMENT, LLC
CRD 144377
OR$211.7M11Charles Schwab→
A68BENCHMARK CAPITAL GROUP LTD.
CRD 123698
IL$173.6M2Charles Schwab→
A68NORTH FORTY TWO & CO.
CRD 148417
OR$167.9M1Charles Schwab→
A68CAPITAL WEALTH ADVISORS, LTD.
CRD 155263
WI$126.1M1Charles Schwab→
A68LIND CAPITAL PARTNERS, LLC
CRD 165810
IL$235.0M2Charles Schwab→
A67FINANCIAL SERVICE GROUP INC
CRD 107893
WI$215.0M3Charles Schwab→
A65MARCUS CAPITAL, LLC
CRD 130516
IL$129.2M2Charles Schwab→
A65MCKINLEY MONEY, LLC
CRD 145571
WI$163.7M2Charles Schwab→
A65OPUS FINANCIAL SOLUTIONS LLC
CRD 282311
IL$150.8M3Charles Schwab→
A65BONDURANT INVESTMENT ADVISORY, LLC
CRD 297290
IL$111.1M3Charles Schwab→
B63AMERICAN INVESTMENT ADVISORS INC
CRD 104579
WI$137.9M—Charles Schwab→
B63CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
CRD 123483
IL$135.2M19Charles Schwab→
B62CENTRAL WEALTH MANAGEMENT LLC
CRD 293172
WI$136.8M1Charles Schwab→
B62BREAKTHRU ADVISORY SERVICES, LLC
CRD 332173
WI$125.7M1Charles Schwab→
B61DWM FINANCIAL GROUP, INC.
CRD 111594
IL$279.2M3Charles Schwab→
B61BOON CAPITAL ADVISORS LLC
CRD 174016
IL$185.0M1Charles Schwab→
B61RETIREMENT CONSULTING GROUP, INC.
CRD 311184
OR$457.0M2Charles Schwab→
B61HARBOUR FINANCIAL RESOURCES, LTD
CRD 110261
IL$189.8M2Charles Schwab→
B61REVIEW SERVICES INC
CRD 110277
WI$227.4M3Charles Schwab→
B61WOLF FINANCIAL ADVISORS LLC
CRD 146080
IL$124.9M1Charles 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→
B59FORTIS PORTFOLIO SOLUTIONS, LLC
CRD 314886
IL$140.0M1Charles Schwab→
B59IRON FINANCIAL LLC
CRD 106682
IL$489.2M4Charles Schwab→
B59SUMMA GLOBAL ADVISORS, LLC
CRD 148713
OR$144.1M2Charles Schwab→
B59WILLAMETTE FINANCIAL ADVISORS, LLC
CRD 173482
OR$117.5M2Charles Schwab→
B58CERTIFIED TAX SERVICE, INC.
CRD 110960
IL$313.9M4Charles Schwab→
B58PERRITT CAPITAL MANAGEMENT INC
CRD 111623
IL$279.8M—Charles Schwab→
B58TETLEY INVESTMENTS, LLC
CRD 164130
IL$193.9M3Charles 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→
B57EASTGATE CAPITAL ADVISORS LLC
CRD 220511
IL$271.5M5Charles Schwab→
B57WARNKE/NICHOLS LTD.
CRD 112181
WI$160.0M2Charles Schwab→
B57SPRINGWATER WEALTH MANAGEMENT, LLC
CRD 167539
OR$203.9M2Charles Schwab→
B56T2 ASSET MANAGEMENT, LLC
CRD 167714
IL$180.0M8Charles Schwab→
B56KRUSE ASSET MANAGEMENT, LLC
CRD 143204
IL$146.2M3Charles 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→