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294 firms
ActiveState: KS×State: IN×clear all
ScoreFirmStateAUMAdvisorsCustodian
C48CAPITAL CITIES INVESTMENTS
CRD 116185
IN$287.9M14Charles Schwab→
C48CENTERPOINT ADVISORY GROUP, LLC
CRD 324181
KS$276.3M5LPL Financial→
C48TRADEWELL SECURITIES, LLC
CRD 332473
IN$275.8M5Charles Schwab→
C48BALANCED FINANCIAL PLANNING, INC.
CRD 128161
KS$181.3M3Fidelity→
C48PHILLIPS FINANCIAL MANAGEMENT, LLC
CRD 131344
IN$2.64B15Charles Schwab→
C47EVEREST WEALTH MANAGEMENT, LLC
CRD 133823
KS$237.4M1E*Trade→
C47COLLABORATIVE PORTFOLIO MANAGEMENT, LLC
CRD 332929
KS$178.7M4E*Trade→
C47COMPASS FINANCIAL ADVISORS LLC
CRD 109131
IN$282.5M7Pershing→
C47FORTUNE FINANCIAL ADVISORS, LLC
CRD 145799
KS$322.6M5Charles Schwab→
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→
C46POSTROCK PARTNERS LLC
CRD 328865
KS$489.1M5Fidelity→
C46BERKELEY CAPITAL MANAGEMENT, LLC
CRD 149229
KS$128.5M2Charles Schwab→
C46THE PERSPECTIVE GROUP, LLC
CRD 175294
KS$225.1M2LPL Financial→
C46WINTHROP CAPITAL MANAGEMENT, LLC
CRD 145216
IN$3.97B3State Street→
C46PRIVATE COUNSEL GROUP, LTD.
CRD 300083
IN$116.0M3—→
C46FORTITUDE PRIVATE WEALTH INC.
CRD 290074
IN$126.5M1Charles Schwab→
C46GAP ASSET MANAGEMENT, LLC
CRD 309925
IN$287.0M—Folio Institutional→
C45OXFORD HARRIMAN HOLDINGS ADV LLC
CRD 340313
IN$0—E*Trade→
C45SMITH FINANCIAL INVESTMENT ADVISORS, INC.
CRD 154022
IN$456.9M3Charles Schwab→
C45PCG WEALTH ADVISORS, LLC
CRD 290977
KS$931.1M18LPL Financial→
C45PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC
CRD 324817
KS$77.2M—U.S. Bank→
C443FOURTEEN & SMI ADVISORY SERVICES, LLC
CRD 331301
IN$723.0M—E*Trade→
C44CENTRALIS CAPITAL LLC
CRD 305897
KS$60.3M—E*Trade→
C44THE FINANCIAL RESOURCE CENTER, INC.
CRD 316747
IN$642.5M4E*Trade→
C44WALLINGTON ASSET MANAGEMENT, LLC
CRD 143360
IN$1.32B8Charles Schwab→
C44INTEGRATED INVESTMENT STRATEGIES,INC.
CRD 122706
IN$104.5M——→
C44CURRY WEBB WEALTH MANAGEMENT LLC
CRD 168692
IN$332.4M5Charles Schwab→
C44HOBBS WEALTH MANAGEMENT, LLC
CRD 325374
IN$146.7M1Charles Schwab→
C43CLAYTON FINANCIAL SERVICES INC
CRD 105898
KS$909.8M7Fidelity→
C43MERIDIAN INVESTMENT ADVISORS, INC.
CRD 107593
IN$628.0M4E*Trade→
C43PELOTON CAPITAL MANAGEMENT
CRD 109775
IN$282.0M3E*Trade→
C43KORNITZER CAPITAL MANAGEMENT, INC.
CRD 111087
KS$6.75B10E*Trade→
C43LEGACY INVESTMENT PARTNERS, LLC
CRD 133014
KS$403.1M6E*Trade→
C43BULLOCK WEALTH MANAGEMENT GROUP INC.
CRD 283853
IN$261.4M8Charles Schwab→
C43TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
CRD 329218
IN$34.4M3E*Trade→
C43THE WELLINGTON GRP LLC
CRD 332803
IN$473.6M10Charles Schwab→
C43GENESIS ADVISORS, LLC
CRD 151976
IN$121.2M4—→
C43TITAN INVESTMENT MANAGEMENT LLC
CRD 291148
IN$123.9M4—→
C43THE ETF STORE, INC.
CRD 148229
KS$168.2M6Charles Schwab→
C43APPLE TREE ASSET MANAGEMENT, LLC
CRD 298437
IN$151.9M6Charles Schwab→
C42MOSAIC WEALTH MANAGEMENT LLC
CRD 340681
IN$02Raymond James→
C42SBAUER FUNDS, LLC
CRD 144782
IN$61.3M—E*Trade→
C41AXIA ADVISORY CORP
CRD 107571
IN$1.88B4Charles Schwab→
C41QUANTUM FINANCIAL PARTNERS LLC
CRD 138112
KS$148.6M7—→
C41RSG INVESTMENTS LLC
CRD 323527
KS$140.5M6Charles Schwab→
C41503 CAPITAL PARTNERS, LLC
CRD 327580
KS$636.4M—U.S. Bank→
C40MONARCH CAPITAL MANAGEMENT INC
CRD 106244
IN$495.7M4Pershing→
C40PATHWAY FINANCIAL SOLUTIONS, INC.
CRD 340594
KS$06E*Trade→