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284 firms
ActiveState: IL×Custodian: Fidelity×Custodian: U.S. Bank×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A78WESTERN PACIFIC WEALTH MANAGEMENT, LP
CRD 152714
IL$205.5M2Charles Schwab→
A76BATES FINANCIAL ADVISORS, INC.
CRD 116515
IL$439.2M3Fidelity→
A75MARK BELL ADVISORY SERVICES, INC.
CRD 107114
IL$138.2M1Charles Schwab→
A72CLEMENT STREET CAPITAL LLC
CRD 159684
IL$141.0M2Charles Schwab→
A72BARRETT WEALTH CONNECTION LLC
CRD 161020
IL$148.0M2Charles Schwab→
A68BENCHMARK CAPITAL GROUP LTD.
CRD 123698
IL$173.6M2Charles Schwab→
A68LIND CAPITAL PARTNERS, LLC
CRD 165810
IL$235.0M2Charles Schwab→
A65MARCUS CAPITAL, LLC
CRD 130516
IL$129.2M2Charles Schwab→
A65OPUS FINANCIAL SOLUTIONS LLC
CRD 282311
IL$150.8M3Charles Schwab→
A65BONDURANT INVESTMENT ADVISORY, LLC
CRD 297290
IL$111.1M3Charles Schwab→
B63CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
CRD 123483
IL$135.2M19Charles Schwab→
B61DWM FINANCIAL GROUP, INC.
CRD 111594
IL$279.2M3Charles Schwab→
B61BOON CAPITAL ADVISORS LLC
CRD 174016
IL$185.0M1Charles Schwab→
B61HARBOUR FINANCIAL RESOURCES, LTD
CRD 110261
IL$189.8M2Charles Schwab→
B61WOLF FINANCIAL ADVISORS LLC
CRD 146080
IL$124.9M1Charles Schwab→
B61MAIN STREET INVESTMENT ADVISORS, LLC
CRD 146036
IL$250.3M3Fidelity→
B59FORTIS PORTFOLIO SOLUTIONS, LLC
CRD 314886
IL$140.0M1Charles Schwab→
B59IRON FINANCIAL LLC
CRD 106682
IL$489.2M4Charles 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→
B57EASTGATE CAPITAL ADVISORS LLC
CRD 220511
IL$271.5M5Charles Schwab→
B56T2 ASSET MANAGEMENT, LLC
CRD 167714
IL$180.0M8Charles Schwab→
B56KRUSE ASSET MANAGEMENT, LLC
CRD 143204
IL$146.2M3Charles Schwab→
B55ZIMMERMAN WEALTH MANAGEMENT, LLC
CRD 127526
IL$472.4M7Fidelity→
B55ALLEY INVESTMENT MANAGEMENT COMPANY, LLC
CRD 317544
IL$907.2M5Charles Schwab→
B55REVERE FINANCIAL, LLC
CRD 155286
IL$127.1M—Charles Schwab→
B55FINANCIAL DESIGN STUDIO, INC.
CRD 286686
IL$105.5M3Charles Schwab→
B54LCM CAPITAL MANAGEMENT INC
CRD 111074
IL$403.0M8Charles Schwab→
B54JOURNEY FINANCIAL GROUP, INC.
CRD 123565
IL$336.5M5Charles Schwab→
B54CARTER FINANCIAL GROUP, INC.
CRD 301025
IL$382.2M5Charles Schwab→
B54HEMSLEY ADVISORS, LTD.
CRD 106414
IL$638.1M4Charles Schwab→
B54TAIKO PRIVATE WEALTH
CRD 329909
IL$514.8M2Charles Schwab→
B54NORTH SHORE INVESTMENT CONSULTING LLC
CRD 131763
IL$170.5M1Fidelity→
B54PEARSON CREEK CAPITAL MANAGEMENT LLC
CRD 160354
IL$284.8M1Charles Schwab→
B54DILLOW WEALTH MANAGEMENT LLC
CRD 313192
IL$106.3M2Charles Schwab→
B53CAPITAL GAINS INC
CRD 111717
IL$166.6M—Charles Schwab→
B53ADVISORY RESEARCH INC
CRD 108254
IL$991.3M7Charles Schwab→
B53LIBERTY ASSET MANAGEMENT, INC.
CRD 135791
IL$172.7M3Fidelity→
B53BANTAMAC CAPITAL, LLC
CRD 307765
IL$224.7M—Charles Schwab→
B53CONVEXITAS, LLC
CRD 315145
IL$151.3M4Charles Schwab→
B52CYPRESS WEALTH MANAGEMENT, LLC
CRD 324524
IL$282.7M—Charles Schwab→
B52MEDIQUS ASSET ADVISORS INC
CRD 107694
IL$1.46B5Charles Schwab→
B52KDM WEALTH MANAGEMENT INC.
CRD 152002
IL$112.2M3Charles Schwab→
B51SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC
CRD 159255
IL$705.7M6Fidelity→
B51CHICAGO INVESTMENT ADVISORY COUNCIL, INC.
CRD 123243
IL$230.0M5Charles Schwab→
B51E. A. HORWITZ LLC
CRD 165561
IL$272.6M10Charles Schwab→
B50HORIZON CAPITAL MANAGEMENT, LLC
CRD 132113
IL$136.2M1Charles Schwab→
B50YUNISTONE INVESTMENT GROUP, LLC
CRD 149728
IL$119.5M1Charles Schwab→
B50MINDFUL WEALTH LLC
CRD 297493
IL$225.3M1Charles Schwab→