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13 firms
ActiveState: IL×State: WA×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A74PORTFOLIO STRATEGIES INC
CRD 104685
WA$50.2M3Charles Schwab→
B60MITCHELL VAUGHT & TAYLOR INC
CRD 106160
IL$42.4M—E*Trade→
B60BRUESKE ADVISORY SERVICES, LLC
CRD 300689
WA$35.8M4E*Trade→
B57P3 ASSET MANAGEMENT, LLC
CRD 327327
WA$40.3M—E*Trade→
B54INSIGHT SECURITIES, INC.
CRD 5611
IL$94.2M48E*Trade→
C45QUINCY WELLS ADVISORS, LLC
CRD 307477
IL$87.3M26E*Trade→
C44FAIRWAY CAPITAL MANAGEMENT, LLC
CRD 312918
IL$85.2M—Folio Institutional→
C42RAIL SPLITTER CAPITAL ADVISERS, LLC
CRD 338780
IL$61.0M—E*Trade→
C40HERITAGE STRATEGIC WEALTH, LLC
CRD 338025
IL$45.7M1Charles Schwab→
C39EASTSPRING INVESTMENTS INCORPORATED
CRD 169439
IL$49.7M—E*Trade→
C36CALAMOS ANTETOKOUNMPO ASSET MANAGEMENT LLC
CRD 322813
IL$26.8M—E*Trade→
C34AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.
CRD 110117
WA$41.3M5E*Trade→
C32VITA PLANNING GROUP LLC
CRD 312323
WA$83.7M3Charles Schwab→