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385 firms
ActiveState: KS×State: IN×State: AL×clear all
ScoreFirmStateAUMAdvisorsCustodian
B50ALDEBARAN CAPITAL, LLC
CRD 122360
IN$166.9M2Charles Schwab→
B50FNEX WEALTH, LLC
CRD 334569
IN$122.3M1Charles Schwab→
B50FREEMAN, WILL & NIEMEIER, INC.
CRD 121628
IN$284.2M1Charles Schwab→
C50RADEMACHER FINANCIAL, INC.
CRD 114067
KS$234.3M6Raymond James→
C50KOMPASS KAPITAL ADVISORS, LLC
CRD 335041
KS$116.6M1E*Trade→
C509 STREAM CAPITAL PARTNERS LLC
CRD 340394
KS$73.9M—Goldman Sachs→
C49HAYEK KALLEN INVESTMENT MANAGEMENT L.L.C.
CRD 106454
AL$424.4M2Charles Schwab→
C49BROOKLINE INVESTMENTS, INC.
CRD 109239
AL$281.5M2Charles Schwab→
C49GREENLEAF FINANCIAL GROUP, LLC
CRD 137933
IN$175.2M2E*Trade→
C49M3SIXTY CAPITAL, LLC
CRD 323764
KS$28.7M3E*Trade→
C49CABIN ADVISORS, LLC
CRD 312547
KS$220.2M15E*Trade→
C48MFG WEALTH MANAGEMENT, INC.
CRD 125963
IN$130.6M3Charles Schwab→
C48KESTREL WEALTH MANAGEMENT, LLC
CRD 153503
IN$143.9M2Fidelity→
C48APPROACH RETIREMENT ADVISORS, LLC
CRD 166221
AL$227.5M2Charles Schwab→
C48TFB ADVISORS, LLC
CRD 321870
KS$840.2M17Charles Schwab→
C48SILVERHAWK CAPITAL PARTNERS, LLC
CRD 161678
KS$137.2M—E*Trade→
C48CASTLEBAR ASSET MANAGEMENT, LLC
CRD 162231
KS$122.5M3—→
C48ACCESS CAPITAL, LLC
CRD 327013
KS$105.6M1—→
C48TRUST ADVISORY GROUP LTD
CRD 106926
AL$313.5M20Charles Schwab→
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→
C48CAPSOUTH PARTNERS, INC.
CRD 132517
AL$1.00B13Charles Schwab→
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→
C46NAVIANT PARTNERS, LLC
CRD 339108
AL$177.3M2Charles Schwab→
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→
C46MCKINNEY CAPITAL, LLC
CRD 315545
AL$91.0M—E*Trade→
C45OXFORD HARRIMAN HOLDINGS ADV LLC
CRD 340313
IN$0—E*Trade→
C45SMITH FINANCIAL INVESTMENT ADVISORS, INC.
CRD 154022
IN$456.9M3Charles Schwab→
C45TUCKER JR., DOUGLAS, RAY
CRD 298292
AL$339.0M3Charles Schwab→
C45PCG WEALTH ADVISORS, LLC
CRD 290977
KS$931.1M18LPL Financial→
C45MAGNOLIA WEALTH MANAGEMENT LLC
CRD 297598
AL$183.3M2Charles Schwab→
C45PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC
CRD 324817
KS$77.2M—U.S. Bank→
C45BLALOCK WILLIAMS, LLC
CRD 325465
AL$242.6M2Charles Schwab→
C45AXIENT INVESTMENT ADVISORS LLC
CRD 336722
AL$454.0M13Pershing→
C443FOURTEEN & SMI ADVISORY SERVICES, LLC
CRD 331301
IN$723.0M—E*Trade→