SourcingSourcing
Filters2▾
336 firms
ActiveState: KS×State: WI×clear all
ScoreFirmStateAUMAdvisorsCustodian
B53CURTIS CAPITAL ADVISORS, LLC
CRD 330835
KS$165.5M2Charles Schwab→
B53BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC
CRD 292786
WI$81.7M—E*Trade→
B52ADVISORS MANAGEMENT GROUP INC
CRD 113020
WI$819.6M12Charles Schwab→
B52BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
CRD 326646
WI$83.7M—E*Trade→
B52FREESTATE ADVISORS LLC
CRD 145800
KS$181.8M9Charles Schwab→
B51GOOGINS ADVISORS, INC.
CRD 13985
WI$501.0M4Charles Schwab→
B51INVISOR FINANCIAL LLC
CRD 174890
KS$198.5M3Charles Schwab→
B51ARCATAUR CAPITAL MANAGEMENT LLC
CRD 124663
WI$469.5M7Charles Schwab→
B51SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
CRD 125081
WI$159.6M2—→
B51NOVA R WEALTH, INC.
CRD 169574
KS$452.6M4Fidelity→
B51TYR CAPITAL ADVISORS, LLC
CRD 326208
KS$244.1M—E*Trade→
B50RETIREMENT INCOME STRATEGIES, LLC
CRD 318052
WI$159.0M1Charles Schwab→
C50RADEMACHER FINANCIAL, INC.
CRD 114067
KS$234.3M6Raymond James→
C50AFFILIATED FINANCIAL ADVISORS INC
CRD 108154
WI$541.5M4Charles Schwab→
C50KOMPASS KAPITAL ADVISORS, LLC
CRD 335041
KS$116.6M1E*Trade→
C509 STREAM CAPITAL PARTNERS LLC
CRD 340394
KS$73.9M—Goldman Sachs→
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→
C49M3SIXTY CAPITAL, LLC
CRD 323764
KS$28.7M3E*Trade→
C49CABIN ADVISORS, LLC
CRD 312547
KS$220.2M15E*Trade→
C48RAMIAH INVESTMENT GROUP, INC.
CRD 130919
WI$283.3M4Pershing→
C48CALCULATED WEALTH LLC
CRD 318985
WI$200.8M4Charles 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—→
C48BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC
CRD 168956
WI$252.1M—E*Trade→
C48CENTERPOINT ADVISORY GROUP, LLC
CRD 324181
KS$276.3M5LPL Financial→
C48MACCO FINANCIAL GROUP, INC.
CRD 337398
WI$277.8M4Raymond James→
C48BALANCED FINANCIAL PLANNING, INC.
CRD 128161
KS$181.3M3Fidelity→
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→
C47EVEREST WEALTH MANAGEMENT, LLC
CRD 133823
KS$237.4M1E*Trade→
C47COLLABORATIVE PORTFOLIO MANAGEMENT, LLC
CRD 332929
KS$178.7M4E*Trade→
C47FORTUNE FINANCIAL ADVISORS, LLC
CRD 145799
KS$322.6M5Charles Schwab→
C47WISCONSIN CAPITAL MANAGEMENT, LLC
CRD 110394
WI$256.6M2Charles Schwab→
C46WISCONSIN WEALTH ADVISORS, LLC
CRD 145946
WI$157.6M3E*Trade→
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→
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→
C45PCG WEALTH ADVISORS, LLC
CRD 290977
KS$931.1M18LPL Financial→