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489 firms
ActiveState: WI×State: WA×clear all
ScoreFirmStateAUMAdvisorsCustodian
C50AFFILIATED FINANCIAL ADVISORS INC
CRD 108154
WI$541.5M4Charles Schwab→
C50OLIVER CAPITAL MANAGEMENT, LLC
CRD 127606
WA$505.5M1Charles Schwab→
C50HOT CREEK CAPITAL, L.L.C.
CRD 162371
WA$135.7M1E*Trade→
C50ECIO, INC.
CRD 301432
WI$395.6M5Charles Schwab→
C50R.L. EVANS CO. INC.
CRD 110699
WA$545.0M3Charles Schwab→
C50RICHARDS, MERRILL & PETERSON, INC.
CRD 713
WA$643.6M12Wells Fargo→
C49PORTFOLIO DESIGN SERVICES, LLC
CRD 131506
WI$149.7M4Charles Schwab→
C49TITLETOWN WEALTH MANAGEMENT, LLC
CRD 307752
WI$150.3M2Charles Schwab→
C49PALOUSE CAPITAL MANAGEMENT, INC.
CRD 104573
WA$408.5M4Charles Schwab→
C49JAMES R. MARTIN CONSULTING, INC. DBA JRM CAPITAL MANAGEMENT
CRD 109542
WA$442.7M2Charles Schwab→
C49TIETON CAPITAL MANAGEMENT, LLC
CRD 135769
WA$314.0M2Charles Schwab→
C49MENDOTA FINANCIAL GROUP, LLC
CRD 136294
WI$254.2M5Charles Schwab→
C49SUGAR MAPLE ASSET MANAGEMENT, LLC
CRD 282632
WI$291.5M3Charles Schwab→
C49AERIE ADVISORY GROUP LLC
CRD 333610
WA$618.1M3Charles Schwab→
C48RAMIAH INVESTMENT GROUP, INC.
CRD 130919
WI$283.3M4Pershing→
C48THE FAUSER GROUP, LLC
CRD 282351
WA$314.5M—Charles Schwab→
C48FINANCIAL FREEDOM FOR DENTISTS LLC
CRD 301981
WA$165.6M3Charles Schwab→
C48ILLUMINE INVESTMENT MANAGEMENT, LLC
CRD 311661
WA$215.2M3Charles Schwab→
C48CALCULATED WEALTH LLC
CRD 318985
WI$200.8M4Charles Schwab→
C48KAIROS CAPITAL MANAGEMENT, LLC
CRD 150342
WA$105.9M1—→
C48MIDDLETON & COMPANY
CRD 284996
WA$131.3M2Charles Schwab→
C48BAIRD VENTURE PARTNERS MANAGEMENT COMPANY IV, LLC
CRD 168956
WI$252.1M—E*Trade→
C48SCHMIDT FINANCIAL MANAGEMENT, INC.
CRD 328247
WA$497.5M2Pershing→
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→
C47BARKER WEALTH MANAGEMENT, LLC
CRD 226768
WA$240.6M2Charles Schwab→
C47MUELLER WEALTH, LLC
CRD 306943
WI$148.1M2Charles Schwab→
C47UTA LLC
CRD 315427
WA$214.6M2Charles Schwab→
C47HELIUM ADVISORS LLC
CRD 282356
WA$233.8M5Charles Schwab→
C47CAPITAL PLANNING, LLC
CRD 169470
WA$617.7M5Charles Schwab→
C47JOHNSON BIXBY & ASSOCIATES, LLC
CRD 310839
WA$933.7M15Charles Schwab→
C47GARDE CAPITAL, INC.
CRD 151043
WA$2.65B9Charles Schwab→
C47NORTHWEST ADMINISTRATORS INC
CRD 106544
WA$114.8M4E*Trade→
C47WISCONSIN CAPITAL MANAGEMENT, LLC
CRD 110394
WI$256.6M2Charles Schwab→
C47D'ANNUNZIO CONSULTING GROUP, LLC
CRD 144422
WA$1.90B2Charles Schwab→
C47OPTIMIST RETIREMENT GROUP, LLC
CRD 119086
WA$245.3M3Charles Schwab→
C47NORTHERN CAPITAL RETIREMENT SERVICES, INC.
CRD 163327
WA$304.2M10Charles Schwab→
C47ARMOUR WEALTH ADVISORS, LLC
CRD 306171
WA$110.4M2—→
C46WISCONSIN WEALTH ADVISORS, LLC
CRD 145946
WI$157.6M3E*Trade→
C46WAFD WEALTH, INC
CRD 337346
WA$348.1M8Goldman Sachs→
C46DIRECTIONAL FINANCIAL SERVICES, LLC
CRD 171903
WA$11.5M4Charles Schwab→
C46MADISON PARK CAPITAL ADVISORS, LLC
CRD 172780
WA$294.8M4Charles Schwab→
C46PREVAIL WEALTH MANAGEMENT LLC
CRD 164532
WA$260.8M1Charles Schwab→
C46EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC
CRD 159018
WA$131.6M1E*Trade→
C46BAKER ELLIS ASSET MANAGEMENT LLC
CRD 121802
WA$1.05B4Fidelity→
C46SIMS CAPITAL MANAGEMENT LLC
CRD 129398
WI$56.4M1Charles Schwab→
C46TFS ADVISORS, LLC
CRD 167653
WA$161.2M2Charles Schwab→
C46CUSHING CAPITAL PARTNERS, LLC
CRD 313497
WI$274.7M2Wells Fargo→
C46VERUS WEALTH MANAGEMENT, LLC
CRD 323130
WI$143.1M1Charles Schwab→