SourcingSourcing
Filters2▾
9 firms
ActiveState: AZ×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A69TITAN MANAGERS, LLC
CRD 319447
AZ$84.2M2Charles Schwab→
B63BASELINE PARTNERS LLC
CRD 301762
AZ$75.3M—E*Trade→
B57RESQ INVESTMENT PARTNERS, LLC
CRD 169528
AZ$65.8M—E*Trade→
B57VORA WEALTH MANAGEMENT, PLLC
CRD 153559
AZ$74.8M—Charles Schwab→
B54EMBARK WEALTH MANAGEMENT, LLC
CRD 157950
AZ$57.4M2Altruist→
C49XCELLERANT VENTURES, LLC
CRD 319671
AZ$26.0M—E*Trade→
C45ACRYLIC FINANCIAL, INC.
CRD 288263
AZ$73.5M21Charles Schwab→
C38SECURE INVESTMENT MANAGEMENT, LLC
CRD 141195
AZ$42.9M21Fidelity→
C383ROOTS WEALTH PARTNERS LLC
CRD 338300
AZ$92.6M3Charles Schwab→