SourcingSourcing
Filters4▾
8 firms
ActiveState: SC×State: OR×AUM: $25M-$100M×AUM: <$25M×clear all
ScoreFirmStateAUMAdvisorsCustodian
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
C38MODERN CAPITAL MANAGEMENT, CO.
CRD 306631
SC$90.7M5Charles Schwab→
C38PROSPERA FUNDS, INC.
CRD 331765
SC$4.6M1E*Trade→
C27MATTY AI INC.
CRD 317016
SC$39K1E*Trade→
C27CAPSTONE WEALTH MANAGEMENT GROUP, INC.
CRD 340135
OR$06E*Trade→
C26WEALTH INTELLIGENTLY NAVIGATED, LLC
CRD 340998
SC$02E*Trade→
C20ICON FINANCIAL SERVICES LLC
CRD 306816
OR$19.7M3E*Trade→