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774 firms
ActiveState: MN×State: AL×State: WI×State: MO×clear all
ScoreFirmStateAUMAdvisorsCustodian
A78TOTAL WEALTH ADVISORS, LLC
CRD 164633
MN$107.2M2Charles Schwab→
A75BANNERSTONE CAPITAL MANAGEMENT, LLC
CRD 147447
MN$155.3M3Charles Schwab→
A75FBD ASSET MGMT, LLC
CRD 307216
MN$76.8M1Charles Schwab→
A75TROTT BROOK FINANCIAL, INC.
CRD 290962
MN$120.5M1Fidelity→
A74SUMNICHT & ASSOCIATES, LLC
CRD 111421
WI$107.9M2Fidelity→
A73CAPITAL MANAGEMENT SERVICES, INC.
CRD 118260
MO$145.2M7Charles Schwab→
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo→
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade→
A73TEALWOOD ASSET MANAGEMENT INC
CRD 105245
MN$365.4M5Charles Schwab→
A72SPARROW CAPITAL MANAGEMENT INC
CRD 106616
MO$113.3M1Charles Schwab→
A72MAXELE ADVISORS, LLC
CRD 165129
MO$201.6M1Fidelity→
A71LEGACY FINANCIAL ADVISORS CORPORATION
CRD 115384
MN$317.7M2Charles Schwab→
A71ENCORE WEALTH ADVISORS, LLC
CRD 336566
MN$121.7M1Charles Schwab→
A706TH STREET ADVISORS, LLC
CRD 156623
AL$256.5M3Charles Schwab→
A70JOSH ARNOLD INVESTMENT CONSULTANT, LLC
CRD 163088
MN$142.1M2E*Trade→
A70MORGAN DEMPSEY CAPITAL MANAGEMENT LLC
CRD 106288
WI$252.3M3Charles Schwab→
A69STEWARDSHIP CAPITAL, LTD.
CRD 110944
MO$168.4M4Charles Schwab→
A69PERKINS CAPITAL MANAGEMENT INC
CRD 105028
MN$139.0M1E*Trade→
A69RETIREMENT ADVISORS, INC.
CRD 122122
AL$159.6M9Charles Schwab→
A68CAPITAL WEALTH ADVISORS, LTD.
CRD 155263
WI$126.1M1Charles Schwab→
A67FINANCIAL SERVICE GROUP INC
CRD 107893
WI$215.0M3Charles Schwab→
A66WALTON FINANCIAL
CRD 331634
AL$182.9M1E*Trade→
A66BIRMINGHAM CAPITAL MANAGEMENT CO INC
CRD 108508
AL$273.6M5E*Trade→
A65MCKINLEY MONEY, LLC
CRD 145571
WI$163.7M2Charles Schwab→
A65PSC FINANCIAL LLC
CRD 172054
MN$135.1M2LPL Financial→
B65CORTLAND ASSOCIATES INC
CRD 104681
MO$958.0M4Charles Schwab→
B64NCP MANAGEMENT HOLDINGS, INC.
CRD 160075
AL$232.6M—E*Trade→
B64WEDGEWOOD PARTNERS, INC.
CRD 21923
MO$560.7M4Charles Schwab→
B64SOMERSET GROUP LLC
CRD 160282
MN$145.6M3Charles Schwab→
B64GREENBERG GARY LOUIS
CRD 108423
MN$141.1M1E*Trade→
B63AMERICAN INVESTMENT ADVISORS INC
CRD 104579
WI$137.9M—Charles Schwab→
B63SUNDVOLD CAPITAL MANAGEMENT LLC
CRD 108176
MO$232.9M6E*Trade→
B63S CAPITAL WEALTH ADVISORS, LLC
CRD 172591
MN$127.5M3Charles Schwab→
B63NAVISTA WEALTH MANAGEMENT, INC.
CRD 332373
MN$709.6M4Raymond James→
B62INVESTMENT OFFICE RESOURCES, LLC
CRD 311647
MO$126.5M1E*Trade→
B62FIDELIS FINANCIAL PLANNING, LLC
CRD 141698
MO$160.0M1Charles Schwab→
B62CENTRAL WEALTH MANAGEMENT LLC
CRD 293172
WI$136.8M1Charles Schwab→
B62ABENS FINANCIAL SERVICES INC
CRD 106604
MN$120.1M3—→
B62LASALLE INVESTMENT ADVISORS, INC.
CRD 109303
WI$133.6M5—→
B62FINANCIAL EMPOWERMENT LLC
CRD 131425
MN$126.4M2—→
B62SULLIVAN INVESTMENT MANAGEMENT LLC
CRD 289217
WI$111.8M1—→
B62KOOB WEALTH MANAGEMENT, LLC
CRD 154830
MN$171.8M1LPL Financial→
B62BREAKTHRU ADVISORY SERVICES, LLC
CRD 332173
WI$125.7M1Charles Schwab→
B61STEVENS, FOSTER FINANCIAL SERVICES, INC.
CRD 115752
MN$750.4M5Charles Schwab→
B61REVIEW SERVICES INC
CRD 110277
WI$227.4M3Charles Schwab→
B61SONAS FINANCIAL GROUP, INC.
CRD 122547
MO$149.8M4Fidelity→
B61NORTH AMERICAN WEALTH ADVISORS INC.
CRD 297057
MN$237.3M1Charles Schwab→
B61ELITE RETIREMENT GROUP, INC.
CRD 312178
WI$168.4M—Charles Schwab→
B61GEN FINANCIAL MANAGEMENT INC.
CRD 110179
MN$331.8M4Charles Schwab→
B61RIA SERVICES, LLC
CRD 281520
WI$276.1M2Charles Schwab→