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290 firms
ActiveState: IA×State: WI×clear all
ScoreFirmStateAUMAdvisorsCustodian
B52ADVISORS MANAGEMENT GROUP INC
CRD 113020
WI$819.6M12Charles Schwab→
B52WEALTH ADVISORS GROUP, LLC
CRD 291648
IA$278.5M2Charles Schwab→
B52BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
CRD 326646
WI$83.7M—E*Trade→
B51BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
CRD 13609
IA$906.4M50E*Trade→
B51GOOGINS ADVISORS, INC.
CRD 13985
WI$501.0M4Charles Schwab→
B51WEIS ADVISORY, LLC
CRD 217517
IA$225.6M4LPL Financial→
B51ARCATAUR CAPITAL MANAGEMENT LLC
CRD 124663
WI$469.5M7Charles Schwab→
B51SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
CRD 125081
WI$159.6M2—→
B50FORREST FINANCIAL SERVICES L.L.C.
CRD 117546
IA$154.0M2Charles Schwab→
B50RETIREMENT INCOME STRATEGIES, LLC
CRD 318052
WI$159.0M1Charles Schwab→
C50AFFILIATED FINANCIAL ADVISORS INC
CRD 108154
WI$541.5M4Charles Schwab→
C50ECIO, INC.
CRD 301432
WI$395.6M5Charles Schwab→
C49PORTFOLIO DESIGN SERVICES, LLC
CRD 131506
WI$149.7M4Charles Schwab→
C49GUNCHEON FINANCIAL LLC
CRD 277091
IA$146.2M5Charles Schwab→
C49TITLETOWN WEALTH MANAGEMENT, LLC
CRD 307752
WI$150.3M2Charles Schwab→
C49EN ENTERPRISES, LLC
CRD 337964
IA$142.7M1Charles Schwab→
C49MENDOTA FINANCIAL GROUP, LLC
CRD 136294
WI$254.2M5Charles Schwab→
C49SUGAR MAPLE ASSET MANAGEMENT, LLC
CRD 282632
WI$291.5M3Charles Schwab→
C48WATER VALLEY INVESTMENT ADVISORS, INC.
CRD 116936
IA$157.2M3Charles Schwab→
C48RAMIAH INVESTMENT GROUP, INC.
CRD 130919
WI$283.3M4Pershing→
C48BOYLE CAPITAL MANAGEMENT, L.L.C.
CRD 132416
IA$342.0M4Charles Schwab→
C48CALCULATED WEALTH LLC
CRD 318985
WI$200.8M4Charles Schwab→
C48BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC
CRD 168956
WI$252.1M—E*Trade→
C48MACCO FINANCIAL GROUP, INC.
CRD 337398
WI$277.8M4Raymond James→
C48BERNICKE WEALTH MANAGEMENT, LTD.
CRD 335431
WI$887.4M12Charles Schwab→
C47LIBERTY FINANCIAL GROUP, INC.
CRD 111272
WI$194.3M2Charles Schwab→
C47MUELLER WEALTH, LLC
CRD 306943
WI$148.1M2Charles Schwab→
C47PLAN2THRIVE FINANCIAL, LLC
CRD 317005
IA$147.5M3E*Trade→
C47WISCONSIN CAPITAL MANAGEMENT, LLC
CRD 110394
WI$256.6M2Charles Schwab→
C46WISCONSIN WEALTH ADVISORS, LLC
CRD 145946
WI$157.6M3E*Trade→
C46BFC PLANNING, INC.
CRD 119682
IA$3.84B50E*Trade→
C46SIMS CAPITAL MANAGEMENT LLC
CRD 129398
WI$56.4M1Charles Schwab→
C46CUSHING CAPITAL PARTNERS, LLC
CRD 313497
WI$274.7M2Wells Fargo→
C46VERUS WEALTH MANAGEMENT, LLC
CRD 323130
WI$143.1M1Charles Schwab→
C45BEADELL A D INVESTMENT COUNSEL INC
CRD 106946
WI$250.0M2Charles Schwab→
C45NEUENSCHWANDER ASSET MANAGEMENT, LLC
CRD 125179
WI$173.5M3Fidelity→
C45MIDWESTERN FINANCIAL, LLC
CRD 270022
IA$172.8M3Charles Schwab→
C45PLUS GROUP WEALTH ADVISORS, LLC
CRD 300714
WI$158.9M4Charles Schwab→
C45THE KIECKHEFER GROUP LLC
CRD 331128
WI$240.8M2Charles Schwab→
C45MLG FUND MANAGER LLC
CRD 335692
WI$143.6M—E*Trade→
C44ANTHONY CAPITAL MANAGEMENT, LLC
CRD 312256
WI$37.9M—E*Trade→
C44BROADVIEW FINANCIAL MANAGEMENT, LLC
CRD 143550
WI$699.2M6Charles Schwab→
C44PARK CAPITAL MANAGEMENT, LLC
CRD 158965
WI$868.0M5Charles Schwab→
C44GOLDSTEIN ADVISORS, LLC
CRD 323125
WI$1.08B10Charles Schwab→
C44MORGAN-ALY WEALTH MANAGEMENT, LLC
CRD 328483
WI$105.3M2—→
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo→
C43PROFESSIONAL FINANCIAL MANAGEMENT, INC.
CRD 154016
WI$115.5M3—→
C43YAHARA WEALTH MANAGEMENT LLC
CRD 168325
WI$112.0M2—→
C43IAG WEALTH PARTNERS, LLC
CRD 109721
WI$1.87B15LPL Financial→
C43KOM WEALTH MANAGEMENT GROUP, LLC
CRD 142682
WI$407.8M6E*Trade→