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164 firms
ActiveState: NY×AUM: $100M-$500M×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A88ARISTA ADVISORY GROUP, LLC
CRD 285722
NY$143.7M1Charles Schwab→
A81EXCOMP ASSET MANAGEMENT LTD
CRD 110434
NY$140.2M2Charles Schwab→
A79PROFESSIONAL FINANCIAL STRATEGIES, INC
CRD 125580
NY$225.8M3Charles Schwab→
A73FINANCIAL ASSET MANAGEMENT CORP
CRD 106643
NY$436.2M3Charles Schwab→
A72SEACREST INVESTMENT MANAGEMENT, LLC
CRD 143670
NY$110.9M3Charles Schwab→
A72SUMMIT PLANNING GROUP, INC.
CRD 125994
NY$111.0M1Charles Schwab→
A72INSTITUTIONAL INVESTMENT ADVISORS CORP
CRD 126055
NY$105.2M1Charles Schwab→
A70AMERICAN FINANCIAL & TAX STRATEGIES, INC.
CRD 115559
NY$279.4M1Charles Schwab→
A70KAHN BROTHERS ADVISORS LLC
CRD 144368
NY$498.6M3Charles Schwab→
A66MJB ASSET MANAGEMENT LLC
CRD 109940
NY$141.4M1Charles Schwab→
A66HEMISPHERE PARTNERS LLC
CRD 136535
NY$228.9M2Charles Schwab→
A65FACTORIAL PARTNERS, LLC
CRD 169879
NY$156.7M—Charles Schwab→
B63GEOVEST ADVISORS INC
CRD 105906
NY$147.9M—Charles Schwab→
B63CLEARBROOK INVESTMENT SOLUTIONS LLC
CRD 155607
NY$149.9M3Charles Schwab→
B62GARRISON BRADFORD & ASSOCIATES INC
CRD 105603
NY$138.3M3Charles Schwab→
B61SYKON CAPITAL LLC
CRD 326728
NY$350.1M6Charles Schwab→
B61PEAPOD LANE CAPITAL LLC
CRD 159963
NY$108.2M2Charles Schwab→
B59HS MANAGEMENT PARTNERS, LLC
CRD 145480
NY$469.9M2Charles Schwab→
B59LAIDLAW WEALTH MANAGEMENT LLC
CRD 150040
NY$108.1M6Charles Schwab→
B58MCCOLLUM CHRISTOFERSON GROUP, LLC
CRD 268812
NY$415.8M3Charles Schwab→
B58WISE WEALTH MANAGEMENT, LLC
CRD 133614
NY$130.1M2Charles Schwab→
B57CLEAR POINT ADVISORS, INC.
CRD 111775
NY$253.4M3Charles Schwab→
B57POST RESCH TALLON GROUP, INC.
CRD 156302
NY$340.2M6Charles Schwab→
B55FLORIAN FINANCIAL GROUP LLC
CRD 123869
NY$215.0M2Charles Schwab→
B55OMC FINANCIAL SERVICES LTD
CRD 110528
NY$328.5M3Charles Schwab→
B55LDR CAPITAL MANAGEMENT, LLC
CRD 162329
NY$397.2M1Charles Schwab→
B55JBGLOBAL.COM LLC
CRD 119111
NY$120.9M1Charles Schwab→
B55RGA INVESTMENT ADVISORS, LLC
CRD 149171
NY$101.1M3Charles Schwab→
B54WESTCO ADVISORY SERVICES, INC.
CRD 120755
NY$254.0M7Charles Schwab→
B54LANDMARK WEALTH MANAGEMENT, LLC
CRD 158693
NY$442.0M6Charles Schwab→
B54FIEN CAPITAL MANAGEMENT, LLC
CRD 114951
NY$137.7M2Charles Schwab→
B54FSC WEALTH ADVISORS, LLC
CRD 154382
NY$122.3M4Charles Schwab→
B54SA WEALTH MANAGEMENT LLC
CRD 335680
NY$496.4M2Charles Schwab→
B53INDIANO CAPITAL MANAGEMENT INC.
CRD 122620
NY$253.8M1Charles Schwab→
B53INTEGRATED FINANCIAL CONSULTING, LLC
CRD 130920
NY$141.5M1Charles Schwab→
B53ASHBAY CAPITAL, LLC
CRD 168788
NY$137.7M1Charles Schwab→
B53BCK PARTNERS, INC.
CRD 181512
NY$212.7M2Charles Schwab→
B531230 ADVISORS, LLC
CRD 312504
NY$106.2M1Charles Schwab→
B53BENTHAM WEALTH ADVISORS INC
CRD 332035
NY$110.1M2Charles Schwab→
B52ARGUS INVESTORS' COUNSEL, INC.
CRD 106981
NY$137.3M5Charles Schwab→
B52BLANK EQUITY MANAGEMENT LLC
CRD 153570
NY$143.0M3Charles Schwab→
B52THE HAJDARI GROUP, LLC
CRD 289331
NY$133.0M1Charles Schwab→
B51ELCO MANAGEMENT COMPANY, LLC
CRD 137036
NY$261.2M6Charles Schwab→
B50ONEWELTH INC
CRD 325277
NY$101.9M—Charles Schwab→
B50MAYTAL ASSET MANAGEMENT LLC
CRD 168812
NY$125.3M1Charles Schwab→
B50LIGHTEDWAY ADVISORY SERVICES, INC.
CRD 312712
NY$115.0M1Charles Schwab→
B50IDB LIDO WEALTH, LLC
CRD 322488
NY$478.4M9Charles Schwab→
B50SPIELBERGER & BROOKS, INC.
CRD 147197
NY$473.8M—Charles Schwab→
C50APS WEALTH MANAGEMENT, LLC
CRD 298233
NY$311.5M4Charles Schwab→
C50ADVISORENGINE PORTFOLIO SOLUTIONS INC.
CRD 336317
NY$103.4M—Charles Schwab→