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20 firms
ActiveState: MA×State: NC×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A74GARRETT NAGLE & CO., INC.
CRD 7071
MA$98.4M2E*Trade→
A71INTERCAROLINA FINANCIAL SERVICES, INC.
CRD 19475
NC$85.4M31E*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→
B65VN CAPITAL MANAGEMENT, LLC
CRD 166761
NC$63.0M—Pershing→
B60SEAPORT GLOBAL ADVISORS, LLC
CRD 154287
MA$46.3M1E*Trade→
B58MAP FUNDS MANAGEMENT, LLC
CRD 165979
MA$25.8M—E*Trade→
B53VARIANT PERCEPTION, LLC
CRD 334510
NC$31.9M1E*Trade→
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→
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→
C47USA MUTUALS ADVISORS, INC.
CRD 131750
MA$73.7M1E*Trade→
C47RNC RIA LLC
CRD 336740
MA$50.6M13Charles Schwab→
C40OBP CAPITAL LLC
CRD 167619
NC$78.5M—E*Trade→
C29SLP WEALTH LLC
CRD 325631
NC$63.7M15Altruist→
C29SAVVI FINANCIAL LLC
CRD 169196
MA$44.7M6Charles Schwab→