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489 firms
ActiveState: WA×State: KS×State: IL×Custodian: LPL Financial×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A78SCHWARZ INVESTMENT PARTNERS
CRD 113556
KS$184.9M2Charles Schwab→
A78NEWGROUND SOCIAL INVESTMENT, SPC
CRD 117060
WA$161.1M1Charles Schwab→
A78WESTERN PACIFIC WEALTH MANAGEMENT, LP
CRD 152714
IL$205.5M2Charles Schwab→
A76PRIVATE ASSET MANAGEMENT INC
CRD 108815
WA$109.5M2Charles Schwab→
A75MARK BELL ADVISORY SERVICES, INC.
CRD 107114
IL$138.2M1Charles Schwab→
A75ARBOR FINANCIAL SERVICES, LLC
CRD 150713
IL$122.2M4LPL Financial→
A74PORTFOLIO STRATEGIES INC
CRD 104685
WA$50.2M3Charles 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→
A66THE PLANNER'S EDGE LLC
CRD 114616
WA$178.7M3Charles Schwab→
A66RARE WOLF CAPITAL LLC
CRD 334465
WA$179.6M1Charles Schwab→
A65RUNDE & CO. LLC
CRD 106383
WA$209.5M2Charles 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→
A65HALLETT INVESTMENTS, LLC
CRD 306187
WA$157.9M5Charles Schwab→
B63CHICAGO CAPITAL MANAGEMENT ADVISORS, LLC
CRD 123483
IL$135.2M19Charles Schwab→
B62JMK & ASSOCIATES, LLC
CRD 312760
WA$268.4M1LPL Financial→
B61PROVIDENCE FINANCIAL ADVISORS, LLC
CRD 124839
KS$428.1M4Charles 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→
B61PATHMONT, LLC
CRD 299217
WA$169.7M1Charles Schwab→
B61MN WEALTH ADVISORS, LLC
CRD 322617
KS$394.2M3Charles Schwab→
B59FORTIS PORTFOLIO SOLUTIONS, LLC
CRD 314886
IL$140.0M1Charles Schwab→
B59IRON FINANCIAL LLC
CRD 106682
IL$489.2M4Charles Schwab→
B59PETRIE CAPITAL MANAGEMENT LLC.
CRD 136480
WA$105.2M1Charles Schwab→
B59DAVIS FINANCIAL MANAGEMENT, INC.
CRD 143410
KS$144.6M1Charles Schwab→
B59HARBORVIEW ASSET MANAGEMENT LLC
CRD 332767
WA$124.7M2Charles Schwab→
B59LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT
CRD 335660
WA$142.0M1LPL Financial→
B58MARTIN NELSON & CO., INC.
CRD 2903
WA$287.3M9Charles Schwab→
B58CERTIFIED TAX SERVICE, INC.
CRD 110960
IL$313.9M4Charles Schwab→
B58PERRITT CAPITAL MANAGEMENT INC
CRD 111623
IL$279.8M—Charles Schwab→
B58WHITE & COMPANY FINANCIAL PLANNING, INC.
CRD 115326
WA$149.8M4Charles Schwab→
B58STAPP WEALTH MANAGEMENT, PLLC
CRD 116553
WA$145.1M3Charles Schwab→
B58INTEGRITY WEALTH MANAGEMENT, INC.
CRD 150103
WA$163.2M2Charles Schwab→
B58TETLEY INVESTMENTS, LLC
CRD 164130
IL$193.9M3Charles Schwab→
B57EASTGATE CAPITAL ADVISORS LLC
CRD 220511
IL$271.5M5Charles Schwab→
B57FULCRUM WEALTH ADVISORS, LLC
CRD 169277
WA$208.0M3Charles Schwab→
B57MASUS FINANCIAL GROUP, LTD.
CRD 174339
IL$190.6M3LPL Financial→
B56WEINAND FINANCIAL, INC.
CRD 328590
WA$610.4M1Charles Schwab→
B56S. R. SCHILL & ASSOCIATES, INC.
CRD 105864
WA$143.1M3Charles Schwab→
B56SMART PORTFOLIOS, LLC
CRD 131342
WA$210.3M4Charles Schwab→
B56COLUMBIA RIVER ADVISORS, LLC
CRD 154571
WA$191.1M4Charles Schwab→
B56T2 ASSET MANAGEMENT, LLC
CRD 167714
IL$180.0M8Charles Schwab→
B56KRUSE ASSET MANAGEMENT, LLC
CRD 143204
IL$146.2M3Charles Schwab→
B55LATKO WEALTH MANAGEMENT, LTD.
CRD 282423
IL$327.2M2LPL Financial→