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317 firms
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ScoreFirmStateAUMAdvisorsCustodian
B55GLOBAL VALUE INVESTMENT CORPORATION
CRD 144260
WI$225.6M4Charles Schwab→
B55IVY EVERGREEN, LLC
CRD 324430
SC$155.0M—E*Trade→
B55MILESTONE INVESTMENT ADVISORS, LLC
CRD 168429
WI$877.6M7Charles Schwab→
B54ALPHA INVESTMENT CONSULTING GROUP, LLC
CRD 139721
WI$713.6M3E*Trade→
B54CAPITAL INVESTMENT SERVICES OF AMERICA INC
CRD 110639
WI$1.31B9Charles Schwab→
B54NORRIS FINANCIAL GROUP, LLC
CRD 129422
SC$353.0M3Pershing→
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→
B54ANDERSON GRIGGS & COMPANY, INC.
CRD 110313
SC$133.6M3Charles Schwab→
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→
B52DIVIDEND ASSETS CAPITAL, LLC
CRD 129973
SC$540.8M7Charles Schwab→
B52ADVISORS MANAGEMENT GROUP INC
CRD 113020
WI$819.6M12Charles Schwab→
B52STOKES CAPITAL ADVISORS, LLC
CRD 281278
SC$499.4M1Charles Schwab→
B52WALLICK INVESTMENTS, LLC
CRD 162976
SC$126.5M3Charles Schwab→
B52KINWELL LLC
CRD 290449
SC$214.7M2Charles Schwab→
B52BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
CRD 326646
WI$83.7M—E*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—→
B50SQN VENTURE PARTNERS, LLC
CRD 301483
SC$137.3M—E*Trade→
B50RETIREMENT INCOME STRATEGIES, LLC
CRD 318052
WI$159.0M1Charles Schwab→
C50AFFILIATED FINANCIAL ADVISORS INC
CRD 108154
WI$541.5M4Charles Schwab→
C50ECIO, INC.
CRD 301432
WI$395.6M5Charles Schwab→
C50CCM INVESTMENT ADVISERS, LLC
CRD 105743
SC$1.55B8Charles Schwab→
C49PORTFOLIO DESIGN SERVICES, LLC
CRD 131506
WI$149.7M4Charles Schwab→
C49OCEANSIDE ADVISORS LLC
CRD 170307
SC$191.3M4Charles Schwab→
C49METIS WEALTH MANAGEMENT & PLANNING LLC
CRD 305086
SC$114.9M2Charles Schwab→
C49TITLETOWN WEALTH MANAGEMENT, LLC
CRD 307752
WI$150.3M2Charles Schwab→
C49MENDOTA FINANCIAL GROUP, LLC
CRD 136294
WI$254.2M5Charles Schwab→
C49HILTON HEAD FINANCIAL ADVISORS, INC.
CRD 140249
SC$375.1M1Charles Schwab→
C49SUGAR MAPLE ASSET MANAGEMENT, LLC
CRD 282632
WI$291.5M3Charles Schwab→
C48RAMIAH INVESTMENT GROUP, INC.
CRD 130919
WI$283.3M4Pershing→
C48CHARLESTON FINANCIAL ADVISORS, LLC
CRD 137536
SC$262.4M2Charles Schwab→
C48BEERS KIGHT FINANCIAL ADVISORS, LLC
CRD 160286
SC$179.4M1Charles Schwab→
C48CALCULATED WEALTH LLC
CRD 318985
WI$200.8M4Charles Schwab→
C48BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC
CRD 168956
WI$252.1M—E*Trade→
C48MACCO FINANCIAL GROUP, INC.
CRD 337398
WI$277.8M4Raymond James→
C48BERNICKE WEALTH MANAGEMENT, LTD.
CRD 335431
WI$887.4M12Charles Schwab→
C47LIBERTY FINANCIAL GROUP, INC.
CRD 111272
WI$194.3M2Charles Schwab→
C47MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD 135759
SC$225.7M3Charles Schwab→
C47MUELLER WEALTH, LLC
CRD 306943
WI$148.1M2Charles Schwab→
C47WISCONSIN CAPITAL MANAGEMENT, LLC
CRD 110394
WI$256.6M2Charles Schwab→
C47OAK STREET ADVISORS INC
CRD 139400
SC$126.2M2—→
C46WISCONSIN WEALTH ADVISORS, LLC
CRD 145946
WI$157.6M3E*Trade→
C46FRONTLINE HEALTHCARE PARTNERS, LLC
CRD 311770
SC$168.1M—E*Trade→
C46SIMS CAPITAL MANAGEMENT LLC
CRD 129398
WI$56.4M1Charles Schwab→