SourcingSourcing
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9 firms
ActiveState: WI×Custodian: Fidelity×Custodian: Folio Institutional×Custodian: Raymond James×clear all
ScoreFirmStateAUMAdvisorsCustodian
A74SUMNICHT & ASSOCIATES, LLC
CRD 111421
WI$107.9M2Fidelity→
C48MACCO FINANCIAL GROUP, INC.
CRD 337398
WI$277.8M4Raymond James→
C45NEUENSCHWANDER ASSET MANAGEMENT, LLC
CRD 125179
WI$173.5M3Fidelity→
C37FORM WEALTH ADVISORS, LLC
CRD 326519
WI$1.06B8Raymond James→
C27MIDWEST PROFESSIONAL PLANNERS, LTD.
CRD 112995
WI$649.3M16Fidelity→
C26KERBERROSE WEALTH MANAGEMENT, LLC
CRD 168787
WI$1.16B13Fidelity→
C25AVAII WEALTH MANAGEMENT, LLC
CRD 298165
WI$602.8M9Fidelity→
C20ESTATE COUNSELORS, LLC
CRD 123452
WI$1.35B7Fidelity→
C14ENDOWMENT WEALTH MANAGEMENT, INC.
CRD 108652
WI$609.2M12Fidelity→