SourcingSourcing
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27 firms
ActiveState: WA×State: AL×State: IA×AUM: $25M-$100M×AUM: <$25M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A74PORTFOLIO STRATEGIES INC
CRD 104685
WA$50.2M3Charles Schwab→
B60BRUESKE ADVISORY SERVICES, LLC
CRD 300689
WA$35.8M4E*Trade→
B57P3 ASSET MANAGEMENT, LLC
CRD 327327
WA$40.3M—E*Trade→
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3M—Charles Schwab→
C46DIRECTIONAL FINANCIAL SERVICES, LLC
CRD 171903
WA$11.5M4Charles Schwab→
C46MCKINNEY CAPITAL, LLC
CRD 315545
AL$91.0M—E*Trade→
C42QUANTCA FINANCIAL LLC
CRD 329324
WA$10K1E*Trade→
C39CONCREIT FUND MANAGEMENT LLC
CRD 310737
WA$9.0M1E*Trade→
C39ONEASCENT CAPITAL LLC
CRD 323220
AL$55.6M2E*Trade→
C38THIRD STAGE INVESTMENT GROUP, LLC
CRD 141951
WA$0—E*Trade→
C36AOT INVEST LLC
CRD 319016
IA$93.9M1E*Trade→
C34AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.
CRD 110117
WA$41.3M5E*Trade→
C32VITA PLANNING GROUP LLC
CRD 312323
WA$83.7M3Charles Schwab→
C31OPTIMAL TAX ASSET MANAGEMENT, INC.
CRD 340466
WA$0—E*Trade→
C31CALPA ADVISORS LLC
CRD 318008
WA$01E*Trade→
C31HIGHLAND CAPITAL ADVISORS, LLC
CRD 139780
WA$05E*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→
C28RUSSELL INVESTMENTS CREDIT ADVISER, LLC
CRD 335782
WA$0—E*Trade→
C28RUSSELL INVESTMENTS INFRASTRUCTURE ADVISER, LLC
CRD 335783
WA$0—E*Trade→
C27ALPHABIT INVESTMENTS, LLC
CRD 334827
IA$7.7M2E*Trade→
C26SAA ADVISORS, INC.
CRD 148763
WA$04E*Trade→
C25FBL WEALTH MANAGEMENT, LLC
CRD 291396
IA$9.2M50E*Trade→
C23GUIDE ADVISORS, INC.
CRD 281828
WA$05E*Trade→
C19SITUSAMC REAL ESTATE VALUATION SERVICES, LLC
CRD 106747
IA$0—E*Trade→
C18SHAREBUILDER ADVISORS, LLC
CRD 300537
WA$017E*Trade→