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89 firms
ActiveState: AL×State: WI×Custodian: LPL Financial×Custodian: E*Trade×clear all
ScoreFirmStateAUMAdvisorsCustodian
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade→
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade→
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade→
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6M—E*Trade→
B59STERLING CAPITAL MANAGEMENT INC
CRD 106822
WI$296.9M2E*Trade→
B59JOHN F SUBY WEALTH MANAGEMENT LLC
CRD 150824
WI$464.9M3E*Trade→
B59OMNI FINANCIAL LLC
CRD 314670
WI$116.9M1LPL Financial→
B58BRIGHT INVESTMENTS, LLC
CRD 269955
AL$151.5M4E*Trade→
B57GENEVA PARTNERS, LLC
CRD 130768
WI$423.6M9E*Trade→
B57UNIPLAN INVESTMENT COUNSEL, INC.
CRD 154718
WI$1.04B3E*Trade→
B56STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
CRD 332731
WI$168.2M3E*Trade→
B55H. C. DENISON CO.
CRD 1628
WI$310.0M4E*Trade→
B54ALPHA INVESTMENT CONSULTING GROUP, LLC
CRD 139721
WI$713.6M3E*Trade→
B54RICHMOND INVESTMENT SERVICES LLC
CRD 327451
WI$453.2M14LPL Financial→
B54SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
CRD 319298
WI$236.4M5LPL Financial→
B53CONCEPTUAL FINANCIAL ADVISORS, LLC
CRD 167513
WI$189.9M1LPL Financial→
B53GRANITE FINANCIAL GROUP, LLC
CRD 168675
WI$186.2M2LPL Financial→
B53BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC
CRD 292786
WI$81.7M—E*Trade→
B52BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
CRD 326646
WI$83.7M—E*Trade→
C48BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC
CRD 168956
WI$252.1M—E*Trade→
C46WISCONSIN WEALTH ADVISORS, LLC
CRD 145946
WI$157.6M3E*Trade→
C46MCKINNEY CAPITAL, LLC
CRD 315545
AL$91.0M—E*Trade→
C45MLG FUND MANAGER LLC
CRD 335692
WI$143.6M—E*Trade→
C44ANTHONY CAPITAL MANAGEMENT, LLC
CRD 312256
WI$37.9M—E*Trade→
C43IAG WEALTH PARTNERS, LLC
CRD 109721
WI$1.87B15LPL Financial→
C43OAKWORTH ASSET MANAGEMENT, LLC
CRD 335388
AL$846.3M21E*Trade→
C43KOM WEALTH MANAGEMENT GROUP, LLC
CRD 142682
WI$407.8M6E*Trade→
C42ABACUS INVESTMENTS LLC
CRD 327805
AL$105.9M—E*Trade→
C42COLLAR CAPITAL MANAGEMENT, LLC
CRD 152325
WI$176.3M4E*Trade→
C41JOHNSON STERLING, INC.
CRD 106379
AL$3.90B6E*Trade→
C41BAIRD VENTURE PARTNERS MANAGEMENT COMPANY V, LLC
CRD 298155
WI$195.2M—E*Trade→
C41FRIEDLANDER & CO INC
CRD 105150
WI$564.8M1E*Trade→
C40HARBOUR INVESTMENTS, INC.
CRD 19258
WI$9.60B50E*Trade→
C40BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY I, LLC
CRD 269982
WI$22.4M—E*Trade→
C40MCDONALD FINANCIAL SERVICES, LLC
CRD 282899
AL$443.5M8LPL Financial→
C39ONEASCENT CAPITAL LLC
CRD 323220
AL$55.6M2E*Trade→
C39VESTURA, LLC
CRD 142926
WI$336.7M3E*Trade→
C38FEATHERINGILL CAPITAL, LLC
CRD 299523
AL$142.9M—E*Trade→
C38KCD FINANCIAL, INC.
CRD 127473
WI$202.1M50E*Trade→
C38FRUGAL FINANCIAL RETIREMENT PLAN SERVICES, LLC
CRD 168390
AL$194.9M3E*Trade→
C37T. ANTON INVESTMENT HOUSE, INC.
CRD 174970
WI$366.6M3E*Trade→
C36HECK CAPITAL ADVISORS, LLC
CRD 143848
WI$11.31B20E*Trade→
C36PORTER WHITE INVESTMENT ADVISORS, INC.
CRD 110876
AL$748.2M4E*Trade→
C35COAST ADVISORY LLC
CRD 340229
WI$01E*Trade→
C35BAIRD CAPITAL MANAGEMENT COMPANY, LLC
CRD 323309
WI$737.9M—E*Trade→
C35RIVER1 ASSET MANAGEMENT LLC
CRD 329230
WI$107.8M—E*Trade→
C34CHARTER CAPITAL MANAGEMENT, LLC
CRD 35919
WI$462.2M4E*Trade→
C34SENTRY INVESTMENT MANAGEMENT, L.L.C.
CRD 105176
WI$1.43B—E*Trade→
C34BAIRD VENTURE PARTNERS MANAGEMENT COMPANY III, LLC
CRD 145166
WI$1.3M—E*Trade→
C34P. J. SCHMIDT INVESTMENT MANAGEMENT, INC
CRD 104701
WI$852.0M7E*Trade→