SourcingSourcing
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27 firms
ActiveState: AL×State: IA×State: MA×State: NJ×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A75COMPREHENSIVE CAPITAL MANAGEMENT, INC.
CRD 119890
NJ$77.5M8Pershing→
A74GARRETT NAGLE & CO., INC.
CRD 7071
MA$98.4M2E*Trade→
A72GROESBECK INVESTMENT MANAGEMENT CORP
CRD 106679
NJ$54.7M2E*Trade→
A68TIMBUKTU CAPITAL MANAGEMENT, LLC
CRD 131084
MA$98.6M1Charles Schwab→
A66ENTREPRENEURSHARES LLC
CRD 153615
MA$50.4M1E*Trade→
A65FAMILY PARTNERS CAPITAL, LLC
CRD 304176
MA$92.3M2Charles Schwab→
B60SEAPORT GLOBAL ADVISORS, LLC
CRD 154287
MA$46.3M1E*Trade→
B59BYRON PLACE CAPITAL MANAGEMENT, LLC
CRD 282078
NJ$48.4M1E*Trade→
B58MAP FUNDS MANAGEMENT, LLC
CRD 165979
MA$25.8M—E*Trade→
B56GRAND SLAM ASSET MANAGEMENT, LLC
CRD 161122
NJ$35.0M—Wells Fargo→
B52EMERY PARTNERS, LLC
CRD 336787
MA$78.4M2E*Trade→
B52DISCIPLINED ALPHA LLC
CRD 167254
MA$36.9M—Charles Schwab→
B51EASTWARD CAPITAL PARTNERS, LLC
CRD 161422
MA$96.0M—E*Trade→
B50GOOSE HOLLOW CAPITAL MANAGEMENT LLC
CRD 312912
NJ$41.0M—E*Trade→
C50ABRY PARTNERS, LLC
CRD 161153
MA$69.3M—E*Trade→
C49WINTHROP CAPITAL ADVISORS, LLC
CRD 289487
MA$82.4M—JPMorgan→
C49ALGORITHMIC INVESTMENT MODELS, LLC
CRD 306354
MA$87.8M7LPL Financial→
C48PEGASUS GROUP, LLC
CRD 113499
NJ$91.3M2Charles Schwab→
C47USA MUTUALS ADVISORS, INC.
CRD 131750
MA$73.7M1E*Trade→
C47RNC RIA LLC
CRD 336740
MA$50.6M13Charles Schwab→
C46YORKVILLE AMERICA EQUITIES, LLC
CRD 336431
NJ$42.6M—E*Trade→
C46MCKINNEY CAPITAL, LLC
CRD 315545
AL$91.0M—E*Trade→
C45ACTIVE WEALTH ADVISORS LLC
CRD 336793
NJ$75.4M1E*Trade→
C39ONEASCENT CAPITAL LLC
CRD 323220
AL$55.6M2E*Trade→
C36AOT INVEST LLC
CRD 319016
IA$93.9M1E*Trade→
C29SAVVI FINANCIAL LLC
CRD 169196
MA$44.7M6Charles Schwab→
C23ALOOOLA, LLC
CRD 325090
NJ$51.2M—E*Trade→