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486 firms
ActiveState: WI×State: MN×clear all
ScoreFirmStateAUMAdvisorsCustodian
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→
C49WHITE PINE CAPITAL LLC
CRD 108417
MN$430.6M4Charles Schwab→
C49GTS FINANCIAL, LLC
CRD 310222
MN$169.9M3Charles Schwab→
C49TONKA CAPITAL PARTNERS, LLC
CRD 298336
MN$139.8M3Wells Fargo→
C49ALLODIUM INVESTMENT CONSULTANTS, LLC
CRD 135812
MN$576.8M5Charles Schwab→
C49HUNTER STREET PARTNERS, LP
CRD 298142
MN$313.0M—U.S. Bank→
C48RAMIAH INVESTMENT GROUP, INC.
CRD 130919
WI$283.3M4Pershing→
C48HIGHMARK WEALTH MANAGEMENT LLC
CRD 164790
MN$611.7M4E*Trade→
C48PHILLIP JAMES CONSULTING CO.
CRD 168228
MN$222.1M2Charles Schwab→
C48KURE ADVISORY, LLC
CRD 311320
MN$259.0M6Charles Schwab→
C48CALCULATED WEALTH LLC
CRD 318985
WI$200.8M4Charles Schwab→
C48SOLPACIFIC, LLC
CRD 315184
MN$154.0M—E*Trade→
C48ACCREDITED INVESTOR SERVICES, LLC
CRD 148821
MN$591.0M10E*Trade→
C48VESTMENT FINANCIAL LLC
CRD 168771
MN$304.3M13Charles 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→
C48MURRAY FINANCIAL GROUP, LLC
CRD 157626
MN$1.55B12Charles Schwab→
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→
C47STAR CAPITAL INC.
CRD 171057
MN$143.6M6Charles Schwab→
C47ASYMMETRIC CAPITAL MANAGEMENT, LLC.
CRD 285739
MN$231.2M1E*Trade→
C47WEBB ADVISORS INCORPORATED
CRD 106617
MN$397.2M3Charles Schwab→
C47MARKS GROUP WEALTH MANAGEMENT, INC.
CRD 148679
MN$2.02B9Charles Schwab→
C47IWEALTH FINANCIAL, LLC
CRD 329980
MN$311.6M6LPL Financial→
C47WISCONSIN CAPITAL MANAGEMENT, LLC
CRD 110394
WI$256.6M2Charles Schwab→
C47ASSURED RETIREMENT FINANCIAL GROUP, INC.
CRD 179516
MN$241.0M4Charles Schwab→
C47UAK DIVERSIFIED LLC
CRD 300506
MN$113.0M2—→
C46WISCONSIN WEALTH ADVISORS, LLC
CRD 145946
WI$157.6M3E*Trade→
C46SBE LLC DBA CEDAR COVE WEALTH PARTNERS
CRD 336245
MN$455.0M10E*Trade→
C46SECURED RETIREMENT ADVISORS, LLC
CRD 144239
MN$255.1M4Charles Schwab→
C46ULLAND INVESTMENT ADVISORS, LLC
CRD 109610
MN$442.9M3Charles Schwab→
C46CONTEGO CAPITAL GROUP, INC.
CRD 128518
MN$88.0M9Fidelity→
C46INTELLIGENT ALPHA LLC
CRD 332518
MN$27.0M1E*Trade→
C46SIMS CAPITAL MANAGEMENT LLC
CRD 129398
WI$56.4M1Charles Schwab→
C46KNOX AVENUE FINANCIAL CORP.
CRD 289094
MN$144.7M1Charles Schwab→
C46CUSHING CAPITAL PARTNERS, LLC
CRD 313497
WI$274.7M2Wells Fargo→
C46VERUS WEALTH MANAGEMENT, LLC
CRD 323130
WI$143.1M1Charles Schwab→
C45ROSSJOHNSON & ASSOCIATES, LLC
CRD 297583
MN$211.6M4E*Trade→
C45PATHFINDER 360 MANAGEMENTCO, LLC
CRD 319211
MN$343.8M—E*Trade→
C45BEADELL A D INVESTMENT COUNSEL INC
CRD 106946
WI$250.0M2Charles Schwab→
C45PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
CRD 117962
MN$2.03B17Charles Schwab→
C45INTELLIGENT FINANCIAL STRATEGIES, LLC
CRD 108048
MN$242.0M1Charles Schwab→
C45NEUENSCHWANDER ASSET MANAGEMENT, LLC
CRD 125179
WI$173.5M3Fidelity→
C45PLUS GROUP WEALTH ADVISORS, LLC
CRD 300714
WI$158.9M4Charles Schwab→
C45THE KIECKHEFER GROUP LLC
CRD 331128
WI$240.8M2Charles Schwab→
C45MLG FUND MANAGER LLC
CRD 335692
WI$143.6M—E*Trade→
C44ANTHONY CAPITAL MANAGEMENT, LLC
CRD 312256
WI$37.9M—E*Trade→