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100 firms
ActiveState: WI×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
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→
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→
B61REVIEW SERVICES INC
CRD 110277
WI$227.4M3Charles Schwab→
B61ELITE RETIREMENT GROUP, INC.
CRD 312178
WI$168.4M—Charles Schwab→
B61RIA SERVICES, LLC
CRD 281520
WI$276.1M2Charles Schwab→
B57WINDWARD WEALTH STRATEGIES, INC.
CRD 175126
WI$251.2M2Charles Schwab→
B57WARNKE/NICHOLS LTD.
CRD 112181
WI$160.0M2Charles 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→
B55GLOBAL VALUE INVESTMENT CORPORATION
CRD 144260
WI$225.6M4Charles Schwab→
B55MILESTONE INVESTMENT ADVISORS, LLC
CRD 168429
WI$877.6M7Charles 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→
B52ADVISORS MANAGEMENT GROUP INC
CRD 113020
WI$819.6M12Charles Schwab→
B51GOOGINS ADVISORS, INC.
CRD 13985
WI$501.0M4Charles Schwab→
B51ARCATAUR CAPITAL MANAGEMENT LLC
CRD 124663
WI$469.5M7Charles 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→
C49TITLETOWN WEALTH MANAGEMENT, LLC
CRD 307752
WI$150.3M2Charles Schwab→
C49MENDOTA FINANCIAL GROUP, LLC
CRD 136294
WI$254.2M5Charles Schwab→
C49SUGAR MAPLE ASSET MANAGEMENT, LLC
CRD 282632
WI$291.5M3Charles Schwab→
C48CALCULATED WEALTH LLC
CRD 318985
WI$200.8M4Charles Schwab→
C48BERNICKE WEALTH MANAGEMENT, LTD.
CRD 335431
WI$887.4M12Charles Schwab→
C47LIBERTY FINANCIAL GROUP, INC.
CRD 111272
WI$194.3M2Charles Schwab→
C47MUELLER WEALTH, LLC
CRD 306943
WI$148.1M2Charles Schwab→
C47WISCONSIN CAPITAL MANAGEMENT, LLC
CRD 110394
WI$256.6M2Charles Schwab→
C46SIMS CAPITAL MANAGEMENT LLC
CRD 129398
WI$56.4M1Charles Schwab→
C46VERUS WEALTH MANAGEMENT, LLC
CRD 323130
WI$143.1M1Charles Schwab→
C45BEADELL A D INVESTMENT COUNSEL INC
CRD 106946
WI$250.0M2Charles Schwab→
C45PLUS GROUP WEALTH ADVISORS, LLC
CRD 300714
WI$158.9M4Charles Schwab→
C45THE KIECKHEFER GROUP LLC
CRD 331128
WI$240.8M2Charles Schwab→
C44BROADVIEW FINANCIAL MANAGEMENT, LLC
CRD 143550
WI$699.2M6Charles Schwab→
C44PARK CAPITAL MANAGEMENT, LLC
CRD 158965
WI$868.0M5Charles Schwab→
C44GOLDSTEIN ADVISORS, LLC
CRD 323125
WI$1.08B10Charles Schwab→
C42DENALI WEALTH MANAGEMENT, INC.
CRD 153323
WI$226.1M4Charles Schwab→
C41INTRINSIC INVESTORS LLC
CRD 111968
WI$129.4M3Charles Schwab→
C41THOMPSON INVESTMENT MANAGEMENT, INC.
CRD 129609
WI$3.08B8Charles Schwab→
C41FIDUCIARY MANAGEMENT, INC.
CRD 109149
WI$11.36B—Charles Schwab→
C40HEARTLAND ADVISORS, INC.
CRD 29433
WI$1.92B15Charles Schwab→
C40ENRICH FINANCIAL PARTNERS LLC
CRD 111234
WI$556.8M4Charles Schwab→
C40RICHARDSON CAPITAL MANAGEMENT, LLC
CRD 130985
WI$582.2M10Charles Schwab→