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579 firms
ActiveState: WI×State: CO×clear all
ScoreFirmStateAUMAdvisorsCustodian
B59OMNI FINANCIAL LLC
CRD 314670
WI$116.9M1LPL Financial→
B58WALNUT LEVEL CAPITAL LLC
CRD 307942
CO$119.2M—E*Trade→
B58FIT ASSET MANAGEMENT, LLC
CRD 281494
CO$147.4M3Charles Schwab→
B57REINHART PARTNERS, LLC
CRD 106432
WI$2.47B6State Street→
B57WINDWARD WEALTH STRATEGIES, INC.
CRD 175126
WI$251.2M2Charles Schwab→
B57CREDENTIALED WEALTH ADVISORS, LLC
CRD 312517
CO$139.8M3E*Trade→
B57WARNKE/NICHOLS LTD.
CRD 112181
WI$160.0M2Charles Schwab→
B57GENEVA PARTNERS, LLC
CRD 130768
WI$423.6M9E*Trade→
B57UNIPLAN INVESTMENT COUNSEL, INC.
CRD 154718
WI$1.04B3E*Trade→
B57CAPITAL ASSET MANAGEMENT, LLC
CRD 284505
CO$208.8M4Fidelity→
B57VENTANA PRIVATE WEALTH LLC
CRD 311878
CO$158.6M2Charles Schwab→
B57PANORAMA WEALTH ADVISORS
CRD 324199
CO$133.7M2Fidelity→
B56STONEHAVEN WEALTH & TAX SOLUTIONS, LLC
CRD 332731
WI$168.2M3E*Trade→
B56ASSET MANAGEMENT GROUP INVESTMENT CORP.
CRD 168369
CO$151.2M—Raymond James→
B56PEAK INVESTMENT ADVISORS, INC.
CRD 113967
CO$234.6M1Charles Schwab→
B56ELITE WEALTH MANAGEMENT, INC.
CRD 333159
WI$161.4M4Charles Schwab→
B56ICON ADVISERS, INC.
CRD 108268
CO$875.9M3Charles Schwab→
B56BULLSEYE ASSET MANAGEMENT LLC
CRD 153990
CO$183.9M2Goldman Sachs→
B55FINANCIAL STRATEGIES, INC.
CRD 113097
WI$149.8M10Charles Schwab→
B55BOARDWALK FINANCIAL STRATEGIES LLC
CRD 165048
WI$197.6M3Charles Schwab→
B55H. C. DENISON CO.
CRD 1628
WI$310.0M4E*Trade→
B55PULLIAM FAMILY OFFICE, LLC
CRD 338839
CO$141.7M2—→
B55SEAMOUNT FINANCIAL GROUP INC
CRD 107834
CO$745.2M6LPL Financial→
B55SKYLANDS CAPITAL, LLC
CRD 131183
WI$746.5M2Goldman Sachs→
B55GLOBAL VALUE INVESTMENT CORPORATION
CRD 144260
WI$225.6M4Charles Schwab→
B55PALLER FINANCIAL SERVICES, INC.
CRD 161531
CO$147.9M3Charles Schwab→
B55MILESTONE INVESTMENT ADVISORS, LLC
CRD 168429
WI$877.6M7Charles Schwab→
B55ALPINE WEALTH ADVISORS, LLC
CRD 105433
CO$115.7M1Charles Schwab→
B55INNOVATIVE FINANCIAL, LLC
CRD 127469
CO$105.3M1—→
B55COLLIER FINANCIAL, INC
CRD 175207
CO$160.5M1LPL Financial→
B55OAK STREET INVESTMENT ADVISORS, LLC
CRD 288019
CO$125.5M1Charles Schwab→
B54BEAR CREEK ASSET MANAGEMENT, LLC
CRD 137677
CO$5.19B8Pershing→
B54ALPHA INVESTMENT CONSULTING GROUP, LLC
CRD 139721
WI$713.6M3E*Trade→
B54CAPITAL INVESTMENT SERVICES OF AMERICA INC
CRD 110639
WI$1.31B9Charles Schwab→
B54ROCKWOOD EQUITY PARTNERS LLC
CRD 163846
CO$189.8M—E*Trade→
B54BLACKHAWK CAPITAL PARTNERS, LLC
CRD 158020
WI$452.0M7Charles Schwab→
B54RICHMOND INVESTMENT SERVICES LLC
CRD 327451
WI$453.2M14LPL Financial→
B54NAVIGATION WEALTH MANAGEMENT, INC.
CRD 282640
CO$103.2M8Charles Schwab→
B54SCHAMBERGER, GREYLAK & UTTERBACK WEALTH MANAGEMENT, LLC
CRD 319298
WI$236.4M5LPL Financial→
B54KULT WEALTH MANAGEMENT GROUP, LLC
CRD 126740
WI$135.1M1Charles Schwab→
B54DOWNING STREET WEALTH MANAGEMENT LLC
CRD 152983
CO$175.6M2Charles Schwab→
B54OUTBOUND FINANCIAL, INC.
CRD 287697
CO$151.2M1Charles Schwab→
B54ACORN CREEK CAPITAL LLC
CRD 325809
CO$488.7M4Fidelity→
B53325 FILLMORE LLC
CRD 287625
CO$103.8M—U.S. Bank→
B53AETHER INVESTMENT PARTNERS, LLC
CRD 149742
CO$1.14B—E*Trade→
B53LOYD FINANCIAL MANAGEMENT INC.
CRD 112236
CO$133.5M2Charles Schwab→
B53BUTLER FINANCIAL SERVICES, INC.
CRD 118244
CO$154.7M2Charles Schwab→
B53HOFFMANN HERMANSON LLC
CRD 130484
CO$183.0M2Charles Schwab→
B53SEASON INVESTMENTS, LLC
CRD 158070
CO$159.7M3Charles Schwab→
B53CONCEPTUAL FINANCIAL ADVISORS, LLC
CRD 167513
WI$189.9M1LPL Financial→