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358 firms
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ScoreFirmStateAUMAdvisorsCustodian
B54KULT WEALTH MANAGEMENT GROUP, LLC
CRD 126740
WI$135.1M1Charles Schwab→
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→
B52ATLAS CAPITAL MANAGEMENT CORP
CRD 106107
IN$869.8M5E*Trade→
B52ADVISORS MANAGEMENT GROUP INC
CRD 113020
WI$819.6M12Charles Schwab→
B52QUANTUM FINANCIAL SERVICES INC.
CRD 121631
IN$730.9M2E*Trade→
B52SYCAMORE FINANCIAL GROUP, INC.
CRD 14143
IN$787.4M6E*Trade→
B52GEHRIG CAPITAL MANAGEMENT, INC.
CRD 123250
IN$203.9M5Fidelity→
B52BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
CRD 326646
WI$83.7M—E*Trade→
B52WABASH CAPITAL, INC.
CRD 107932
IN$173.0M3E*Trade→
B51GOOGINS ADVISORS, INC.
CRD 13985
WI$501.0M4Charles Schwab→
B51ARCATAUR CAPITAL MANAGEMENT LLC
CRD 124663
WI$469.5M7Charles Schwab→
B51SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
CRD 125081
WI$159.6M2—→
B50ALDEBARAN CAPITAL, LLC
CRD 122360
IN$166.9M2Charles Schwab→
B50RETIREMENT INCOME STRATEGIES, LLC
CRD 318052
WI$159.0M1Charles Schwab→
B50FNEX WEALTH, LLC
CRD 334569
IN$122.3M1Charles Schwab→
B50FREEMAN, WILL & NIEMEIER, INC.
CRD 121628
IN$284.2M1Charles 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→
C49TITLETOWN WEALTH MANAGEMENT, LLC
CRD 307752
WI$150.3M2Charles Schwab→
C49MENDOTA FINANCIAL GROUP, LLC
CRD 136294
WI$254.2M5Charles Schwab→
C49SUGAR MAPLE ASSET MANAGEMENT, LLC
CRD 282632
WI$291.5M3Charles Schwab→
C49GREENLEAF FINANCIAL GROUP, LLC
CRD 137933
IN$175.2M2E*Trade→
C48MFG WEALTH MANAGEMENT, INC.
CRD 125963
IN$130.6M3Charles Schwab→
C48RAMIAH INVESTMENT GROUP, INC.
CRD 130919
WI$283.3M4Pershing→
C48KESTREL WEALTH MANAGEMENT, LLC
CRD 153503
IN$143.9M2Fidelity→
C48CALCULATED WEALTH LLC
CRD 318985
WI$200.8M4Charles Schwab→
C48CAPITAL CITIES INVESTMENTS
CRD 116185
IN$287.9M14Charles Schwab→
C48BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC
CRD 168956
WI$252.1M—E*Trade→
C48TRADEWELL SECURITIES, LLC
CRD 332473
IN$275.8M5Charles Schwab→
C48MACCO FINANCIAL GROUP, INC.
CRD 337398
WI$277.8M4Raymond James→
C48PHILLIPS FINANCIAL MANAGEMENT, LLC
CRD 131344
IN$2.64B15Charles Schwab→
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→
C47COMPASS FINANCIAL ADVISORS LLC
CRD 109131
IN$282.5M7Pershing→
C47WISCONSIN CAPITAL MANAGEMENT, LLC
CRD 110394
WI$256.6M2Charles Schwab→
C46WISCONSIN WEALTH ADVISORS, LLC
CRD 145946
WI$157.6M3E*Trade→
C46STREET CAPITAL PARTNERS, LLC
CRD 309233
IN$238.9M4E*Trade→
C46KESSLER INVESTMENT GROUP, LLC
CRD 153696
IN$359.7M3Charles Schwab→
C46AN EXCEPTIONAL LIFE FINANCIAL, LLC
CRD 288742
IN$258.9M4Fidelity→
C46WINTHROP CAPITAL MANAGEMENT, LLC
CRD 145216
IN$3.97B3State Street→
C46PRIVATE COUNSEL GROUP, LTD.
CRD 300083
IN$116.0M3—→
C46SIMS CAPITAL MANAGEMENT LLC
CRD 129398
WI$56.4M1Charles Schwab→
C46FORTITUDE PRIVATE WEALTH INC.
CRD 290074
IN$126.5M1Charles Schwab→
C46GAP ASSET MANAGEMENT, LLC
CRD 309925
IN$287.0M—Folio Institutional→
C46CUSHING CAPITAL PARTNERS, LLC
CRD 313497
WI$274.7M2Wells Fargo→
C46VERUS WEALTH MANAGEMENT, LLC
CRD 323130
WI$143.1M1Charles Schwab→