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577 firms
ActiveState: MN×State: AL×State: WI×clear all
ScoreFirmStateAUMAdvisorsCustodian
B57REINHART PARTNERS, LLC
CRD 106432
WI$2.47B6State Street→
B57WINDWARD WEALTH STRATEGIES, INC.
CRD 175126
WI$251.2M2Charles Schwab→
B57LAUREL WEALTH PLANNING LLC
CRD 122035
MN$453.6M9Raymond James→
B57WARNKE/NICHOLS LTD.
CRD 112181
WI$160.0M2Charles Schwab→
B57GENEVA PARTNERS, LLC
CRD 130768
WI$423.6M9E*Trade→
B57KEYSTONE WEALTH ADVISORS, INCORPORATED
CRD 153418
MN$191.4M3Charles Schwab→
B57UNIPLAN INVESTMENT COUNSEL, INC.
CRD 154718
WI$1.04B3E*Trade→
B57DMC GROUP, LLC
CRD 174077
AL$176.7M3Charles Schwab→
B57BHK INVESTMENT ADVISORS, LLC
CRD 140515
AL$794.1M5Charles Schwab→
B57ALL STAR FINANCIAL LLC
CRD 323765
MN$881.7M5Charles Schwab→
B57TRADEMARK FINANCIAL MANAGEMENT, LLC
CRD 116543
MN$293.4M2Charles Schwab→
B56STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
CRD 332731
WI$168.2M3E*Trade→
B56COLARION LLC
CRD 284588
AL$188.3M3Charles Schwab→
B56ELITE WEALTH MANAGEMENT, INC.
CRD 333159
WI$161.4M4Charles Schwab→
B56CLOVERFIELDS CAPITAL GROUP, LP
CRD 306590
MN$358.7M—E*Trade→
B55FINANCIAL STRATEGIES, INC.
CRD 113097
WI$149.8M10Charles Schwab→
B55BOARDWALK FINANCIAL STRATEGIES LLC
CRD 165048
WI$197.6M3Charles Schwab→
B55AULL & MONROE INVESTMENT MANAGEMENT CORP
CRD 104830
AL$323.2M4Charles Schwab→
B55H. C. DENISON CO.
CRD 1628
WI$310.0M4E*Trade→
B55SKYLANDS CAPITAL, LLC
CRD 131183
WI$746.5M2Goldman Sachs→
B55GLOBAL VALUE INVESTMENT CORPORATION
CRD 144260
WI$225.6M4Charles Schwab→
B55MILESTONE INVESTMENT ADVISORS, LLC
CRD 168429
WI$877.6M7Charles Schwab→
B54ALPHA INVESTMENT CONSULTING GROUP, LLC
CRD 139721
WI$713.6M3E*Trade→
B54ACUMEN FINANCIAL ADVISORS, LLC
CRD 152748
MN$465.2M1E*Trade→
B54CAPITAL INVESTMENT SERVICES OF AMERICA INC
CRD 110639
WI$1.31B9Charles Schwab→
B54NORTHERN PACIFIC GROUP, L.P.
CRD 299012
MN$58.6M—E*Trade→
B54BLACKHAWK CAPITAL PARTNERS, LLC
CRD 158020
WI$452.0M7Charles Schwab→
B54RICHMOND INVESTMENT SERVICES LLC
CRD 327451
WI$453.2M14LPL Financial→
B54SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
CRD 319298
WI$236.4M5LPL Financial→
B54WHITE OAKS WEALTH ADVISORS, INC.
CRD 173522
MN$618.3M2Charles Schwab→
B54KULT WEALTH MANAGEMENT GROUP, LLC
CRD 126740
WI$135.1M1Charles Schwab→
B54WOLD FINANCIAL GROUP LLC
CRD 316409
MN$182.5M3Charles Schwab→
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3M—Charles Schwab→
B53SIIMPL, LLC
CRD 311048
MN$0—E*Trade→
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→
B52ADVISORS MANAGEMENT GROUP INC
CRD 113020
WI$819.6M12Charles Schwab→
B52NORTHERN PACIFIC GROWTH INVESTMENT ADVISORS, LLC
CRD 173350
MN$58.6M—E*Trade→
B52MJT & ASSOCIATES FINANCIAL ADVISORY GROUP, INC.
CRD 297716
MN$198.9M1Charles Schwab→
B52BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
CRD 326646
WI$83.7M—E*Trade→
B52PALISADE ASSET MANAGEMENT, LLC
CRD 136089
MN$1.27B7Charles Schwab→
B52PEOPLE MAKE THE DIFFERENCE, INC.
CRD 159443
AL$111.6M2Charles Schwab→
B52PALADIN WEALTH, LLC
CRD 288387
MN$196.2M7Charles Schwab→
B51VPWM ADVISORS, LLC
CRD 167886
MN$326.6M15LPL Financial→
B51MURPHY POHLAD ASSET MANAGEMENT LLC
CRD 109973
MN$639.7M4Charles Schwab→
B51GOOGINS ADVISORS, INC.
CRD 13985
WI$501.0M4Charles Schwab→
B51MONEY MANAGEMENT SERVICES, INC.
CRD 106832
AL$442.7M5Pershing→
B51ARCATAUR CAPITAL MANAGEMENT LLC
CRD 124663
WI$469.5M7Charles Schwab→
B51SYCAMORE INVESTMENT CONSULTING SERVICES, LLC
CRD 125081
WI$159.6M2—→