SourcingSourcing
Filters4▾
573 firms
ActiveState: WI×State: TX×Custodian: Fidelity×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A76CALDERWOOD FINANCIAL STRATEGIES, INC.
CRD 313466
TX$228.5M4Fidelity→
A76PORTFOLIO MANAGEMENT, LLC
CRD 107129
TX$151.9M2Charles Schwab→
A75MILLER GLOBAL INVESTMENTS, L.L.C.
CRD 114683
TX$199.4M2Charles Schwab→
A74SUMNICHT & ASSOCIATES, LLC
CRD 111421
WI$107.9M2Fidelity→
A73ADAMS ASSET ADVISORS LLC
CRD 120573
TX$839.4M2Fidelity→
A72LUCIEN STIRLING & GRAY ADVISORY GROUP INC
CRD 112641
TX$146.6M3Fidelity→
A72PINGORA PARTNERS LLC
CRD 148262
TX$199.4M1Charles Schwab→
A71FOCUS 401 (K) GROUP, LLC
CRD 172217
TX$169.9M2Fidelity→
A71VANN EQUITY MANAGEMENT LLC
CRD 174239
TX$231.2M6Charles Schwab→
A70MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD 106288
WI$252.3M3Charles Schwab→
A70DIESSLIN GROUP, INC.
CRD 110557
TX$696.3M5Charles Schwab→
A68GRACE CAPITAL MANAGEMENT, LLC
CRD 150054
TX$108.7M2Fidelity→
A68CAPITAL WEALTH ADVISORS, LTD.
CRD 155263
WI$126.1M1Charles Schwab→
A67FINANCIAL SERVICE GROUP INC
CRD 107893
WI$215.0M3Charles Schwab→
A67RPS RETIREMENT PLAN ADVISORS
CRD 319220
TX$336.3M4Charles Schwab→
A66BIRNAM WOOD CAPITAL, LLC
CRD 269897
TX$106.1M1Charles Schwab→
A66STAVIS WEALTH TRANSFER SOLUTIONS, LLC
CRD 328185
TX$148.1M4Fidelity→
A65MONEY MANAGERS, INC.
CRD 104529
TX$146.6M3Charles Schwab→
A65MCKINLEY MONEY, LLC
CRD 145571
WI$163.7M2Charles Schwab→
B64FOUNDERS CAPITAL MANAGEMENT INC
CRD 111164
TX$281.8M3Charles Schwab→
B64M.C. BYRD WEALTH MANAGEMENT, LLC
CRD 151070
TX$294.2M3Fidelity→
B64CARGILE INVESTMENT MANAGEMENT, INC.
CRD 116982
TX$394.6M3Charles 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→
B61PUTTERMAN, DEAN ELIOT
CRD 111779
TX$324.5M—Charles Schwab→
B61REVIEW SERVICES INC
CRD 110277
WI$227.4M3Charles Schwab→
B61CERTIFIED FINANCIAL STRATEGIES CORPORATION
CRD 114361
TX$133.3M2Charles Schwab→
B61CAPITAL ADVISORY GROUP, INC.
CRD 114539
TX$224.9M2Charles Schwab→
B61BISON INVESTMENT ADVISORS, LLC
CRD 149775
TX$157.5M3Charles Schwab→
B61FAMILY DYNASTY ADVISORS LLC
CRD 297082
TX$52.3M2Charles Schwab→
B61ELITE RETIREMENT GROUP, INC.
CRD 312178
WI$168.4M—Charles Schwab→
B61RIA SERVICES, LLC
CRD 281520
WI$276.1M2Charles Schwab→
B60M & A CONSULTING GROUP, LLC
CRD 286078
TX$155.4M2Charles Schwab→
B60ASSET PRESERVATION GROUP INC
CRD 108150
TX$321.2M2Fidelity→
B59D.H. HILL ADVISORS, INC.
CRD 116324
TX$226.4M18Charles Schwab→
B59PIVOT POINT ADVISORS, LLC
CRD 130562
TX$141.7M2Charles Schwab→
B59MURRAY INVESTMENT MANAGEMENT, LLC
CRD 146921
TX$159.1M1Fidelity→
B59FOGARTY WEALTH MANAGEMENT, INC.
CRD 283998
TX$135.3M1Charles Schwab→
B58TKC WEALTH MANAGEMENT LLC
CRD 158498
TX$138.6M5Charles Schwab→
B58EFS ASSET MANAGEMENT LLC
CRD 106184
TX$70.0M1Charles Schwab→
B58J.K. FINANCIAL, INC.
CRD 114929
TX$195.8M2Charles Schwab→
B58MERCANTILE ADVISORS I, LLC
CRD 165094
TX$146.0M2Charles Schwab→
B57FRUTH INVESTMENT MANAGEMENT
CRD 107273
TX$417.8M3Charles Schwab→
B57WINDWARD WEALTH STRATEGIES, INC.
CRD 175126
WI$251.2M2Charles Schwab→
B57CAMDEN WEALTH ADVISORS LLC
CRD 148518
TX$366.3M5Fidelity→
B57WARNKE/NICHOLS LTD.
CRD 112181
WI$160.0M2Charles Schwab→
B57LEGACY CG LLC
CRD 108541
TX$378.6M4Charles Schwab→
B56ADVISORS CRYPTO, INC.
CRD 109201
TX$11.2M—Charles Schwab→
B56FULCRUM EQUITY MANAGEMENT, LLC
CRD 159099
TX$192.8M4Charles Schwab→