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17 firms
ActiveState: AL×State: IA×State: UT×AUM: $25M-$100M×AUM: <$25M×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56SEVEN CANYONS ADVISORS, LLC
CRD 290334
UT$90.0M4Fidelity→
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3M—Charles Schwab→
C46MCKINNEY CAPITAL, LLC
CRD 315545
AL$91.0M—E*Trade→
C44PROSPER WEALTH SOLUTIONS, LLC
CRD 311144
UT$58.2M5Charles Schwab→
C41CYNOSURE PORTFOLIO ADVISORS LLC
CRD 337747
UT$5.8M6Charles Schwab→
C39COLAB CAPITAL, LLC
CRD 338182
UT$1.4M1Charles Schwab→
C39ONEASCENT CAPITAL LLC
CRD 323220
AL$55.6M2E*Trade→
C38SOULENCE WEALTH MANAGEMENT II LLC
CRD 340580
UT$94.7M9—→
C37TANARA WEALTH MANAGEMENT LLC
CRD 340174
UT$06E*Trade→
C36AOT INVEST LLC
CRD 319016
IA$93.9M1E*Trade→
C31MM ADVISORS, LLC
CRD 337688
AL$0—E*Trade→
C31NAVIGATE PRIVATE FUND ADVISORS LLC
CRD 313687
AL$03E*Trade→
C30LYONS VIEW CAPITAL, LLC
CRD 324582
AL$02E*Trade→
C29SANDLOT PRIVATE WEALTH LLC
CRD 335925
UT$305K2E*Trade→
C27ALPHABIT INVESTMENTS, LLC
CRD 334827
IA$7.7M2E*Trade→
C25FBL WEALTH MANAGEMENT, LLC
CRD 291396
IA$9.2M50E*Trade→
C19SITUSAMC REAL ESTATE VALUATION SERVICES, LLC
CRD 106747
IA$0—E*Trade→