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15 firms
ActiveState: NJ×State: UT×State: IN×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A75COMPREHENSIVE CAPITAL MANAGEMENT, INC.
CRD 119890
NJ$77.5M8Pershing→
A72GROESBECK INVESTMENT MANAGEMENT CORP
CRD 106679
NJ$54.7M2E*Trade→
B59BYRON PLACE CAPITAL MANAGEMENT, LLC
CRD 282078
NJ$48.4M1E*Trade→
B56GRAND SLAM ASSET MANAGEMENT, LLC
CRD 161122
NJ$35.0M—Wells Fargo→
B56SEVEN CANYONS ADVISORS, LLC
CRD 290334
UT$90.0M4Fidelity→
B55CANTERBURY INVESTMENT MANAGEMENT, LLC
CRD 125680
IN$69.8M2Charles Schwab→
B50GOOSE HOLLOW CAPITAL MANAGEMENT LLC
CRD 312912
NJ$41.0M—E*Trade→
C48PEGASUS GROUP, LLC
CRD 113499
NJ$91.3M2Charles Schwab→
C46YORKVILLE AMERICA EQUITIES, LLC
CRD 336431
NJ$42.6M—E*Trade→
C45ACTIVE WEALTH ADVISORS LLC
CRD 336793
NJ$75.4M1E*Trade→
C44PROSPER WEALTH SOLUTIONS, LLC
CRD 311144
UT$58.2M5Charles Schwab→
C43TRUST INVESTMENT ADVISORS WEALTH MANAGEMENT, LLC
CRD 329218
IN$34.4M3E*Trade→
C42SBAUER FUNDS, LLC
CRD 144782
IN$61.3M—E*Trade→
C38SOULENCE WEALTH MANAGEMENT II LLC
CRD 340580
UT$94.7M9—→
C23ALOOOLA, LLC
CRD 325090
NJ$51.2M—E*Trade→