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15 firms
ActiveState: IN×State: SC×AUM: $25M-$100M×AUM: <$25M×clear all
ScoreFirmStateAUMAdvisorsCustodian
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B55CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680
IN$69.8M2Charles Schwab→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
C45OXFORD HARRIMAN HOLDINGS ADV LLC
CRD 340313
IN$0—E*Trade→
C43TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
CRD 329218
IN$34.4M3E*Trade→
C42MOSAIC WEALTH MANAGEMENT LLC
CRD 340681
IN$02Raymond James→
C42SBAUER FUNDS, LLC
CRD 144782
IN$61.3M—E*Trade→
C40CAPITAL CITIES, LLC
CRD 122916
IN$011E*Trade→
C38MODERN CAPITAL MANAGEMENT, CO.
CRD 306631
SC$90.7M5Charles Schwab→
C38PROSPERA FUNDS, INC.
CRD 331765
SC$4.6M1E*Trade→
C35CXI ADVISORS, LLC
CRD 301321
IN$0—E*Trade→
C32TRUEDGE ASSET MANAGEMENT LLC
CRD 323442
IN$03E*Trade→
C29MINDSET ASSET MANAGEMENT, LLC
CRD 338530
IN$04E*Trade→
C27MATTY AI INC.
CRD 317016
SC$39K1E*Trade→
C26WEALTH INTELLIGENTLY NAVIGATED, LLC
CRD 340998
SC$02E*Trade→