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96 firms
ActiveState: MA×State: IL×Custodian: Morgan Stanley×Custodian: Folio Institutional×Custodian: LPL Financial×Custodian: Hilltop Securities×clear all
ScoreFirmStateAUMAdvisorsCustodian
A75ARBOR FINANCIAL SERVICES, LLC
CRD 150713
IL$122.2M4LPL Financial→
A65BUTTERWORTH FINANCIAL LLC
CRD 325026
MA$103.3M1LPL Financial→
B61THE SHER WEALTH MANAGEMENT GROUP, INC.
CRD 172369
MA$145.6M2LPL Financial→
B60ORVIETO PARTNERS, L.P.
CRD 313475
MA$179.6M—Morgan Stanley→
B57MASUS FINANCIAL GROUP, LTD.
CRD 174339
IL$190.6M3LPL Financial→
B55LATKO WEALTH MANAGEMENT, LTD.
CRD 282423
IL$327.2M2LPL Financial→
B55WINONA CAPITAL MANAGEMENT, LLC
CRD 162882
IL$255.6M—Folio Institutional→
B54SEQUOIA WEALTH MANAGEMENT, LLC
CRD 170543
IL$599.6M16LPL Financial→
C50SHEPHERD FINANCIAL PARTNERS, LLC
CRD 169093
MA$1.38B8LPL Financial→
C49ROTHWELL INVESTMENT ADVISORS LLC
CRD 337504
MA$187.7M3LPL Financial→
C49ALGORITHMIC INVESTMENT MODELS, LLC
CRD 306354
MA$87.8M7LPL Financial→
C49PRITZKER ALTERNATIVE STRATEGIES LP
CRD 333671
IL$378.3M—Folio Institutional→
C49NAPIER FINANCIAL, LLC
CRD 336725
MA$550.1M8LPL Financial→
C48TOTAL CLARITY WEALTH MANAGEMENT, INC
CRD 142728
IL$755.4M22LPL Financial→
C48ANCHOR CAPITAL ADVISORS LLC
CRD 105540
MA$2.37B17LPL Financial→
C47BYRNE FINANCIAL FREEDOM, LLC
CRD 167893
MA$546.4M6LPL Financial→
C46GAME CREEK CAPITAL, LP
CRD 158973
MA$329.0M—Morgan Stanley→
C46EAST BRIDGE CAPITAL MANAGEMENT LP
CRD 167207
MA$442.3M—Morgan Stanley→
C46HUGHES & COMPANY INVESTMENT PARTNERS, L.P.
CRD 311212
IL$367.4M—Folio Institutional→
C45SHEFFIELD ASSET MANAGEMENT, L.L.C.
CRD 137065
IL$151.7M—Morgan Stanley→
C44LEEWARD INVESTMENTS, LLC
CRD 312557
MA$2.87B2LPL Financial→
C44FAIRWAY CAPITAL MANAGEMENT, LLC
CRD 312918
IL$85.2M—Folio Institutional→
C44EQUITY INTERNATIONAL MANAGEMENT, LLC
CRD 156961
IL$1.40B—Folio Institutional→
C43TRADELINK CAPITAL LLC
CRD 161971
IL$267.8M—Morgan Stanley→
C43BRENTVIEW INVESTMENT MANAGEMENT, LLC
CRD 300409
IL$233.4M3LPL Financial→
C42PMG WEALTH MANAGEMENT, INC.
CRD 285899
IL$198.3M4LPL Financial→
C42WINTHROP ADVISORY GROUP, LLC
CRD 288178
MA$3.10B27LPL Financial→
C41FLAGSHIP PRIVATE WEALTH, LLC
CRD 175277
MA$447.2M4LPL Financial→
C40FLAGSHIP HARBOR ADVISORS, LLC
CRD 155733
MA$3.42B50LPL Financial→
C39EATON VANCE MANAGEMENT
CRD 104859
MA$97.02B50Morgan Stanley→
C39SEGALL BRYANT & HAMILL, LLC
CRD 106505
IL$22.64B2LPL Financial→
C38ATWATER WEALTH MANAGEMENT, INC.
CRD 172749
MA$248.2M2LPL Financial→
C38CALAMOS ADVISORS LLC
CRD 105758
IL$43.89B41Morgan Stanley→
C38TSFG, LLC
CRD 172555
IL$997.2M13LPL Financial→
C36GREENSTONE BELT WEALTH ADVISORS, LLC
CRD 335862
IL$260.1M5LPL Financial→
C36SQUARE CIRCLE IA LP
CRD 312718
MA$448.9M—Morgan Stanley→
C365TH CENTURY PARTNERS LP
CRD 313522
IL$521.2M—Folio Institutional→
C35RIVERPOINT WEALTH MANAGEMENT HOLDINGS, LLC
CRD 168346
IL$906.2M4LPL Financial→
C34HORIZON WEALTH MANAGEMENT, LLC
CRD 170255
IL$1.08B6LPL Financial→
C33SLATE ADVISORY SERVICE (US) LLC
CRD 310404
IL$1.71B—Folio Institutional→
C33PERISCOPE EQUITY LLC
CRD 290326
IL$666.7M—Folio Institutional→
C32PARKERGALE, LLC
CRD 284237
IL$719.1M—Folio Institutional→
C32BENFORD CAPITAL PARTNERS MANAGEMENT, L.P.
CRD 309272
IL$456.0M—Folio Institutional→
C32S2G INVESTMENTS, LLC
CRD 330022
IL$2.58B—Folio Institutional→
C31THORNTREE CAPITAL PARTNERS LP
CRD 283643
MA$955.3M—Morgan Stanley→
C30ORBA WEALTH ADVISORS, LLC
CRD 297351
IL$136.9M2LPL Financial→
C30WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.
CRD 146990
MA$24.40B1Morgan Stanley→
C29PANDORA WEALTH, INC.
CRD 331816
IL$285.0M3LPL Financial→
C29ROCK ISLAND CAPITAL, LLC
CRD 161623
IL$636.6M—Folio Institutional→
C29HIGHPOINT ADVISOR GROUP, LLC
CRD 316636
IL$4.78B50LPL Financial→