SourcingSourcing
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12 firms
ActiveState: OR×State: PA×State: AL×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A75BERKSHIRE ADVISORS, INC.
CRD 122389
PA$97.1M2Charles Schwab→
B59PHILADELPHIA PARTNERS CAPITAL MANAGEMENT, LLC
CRD 294016
PA$61.2M3E*Trade→
B59COMPASS INVESTMENTS LLC
CRD 141323
PA$93.2M4Charles Schwab→
B54NORDWAND INVESTMENTS, LLC
CRD 323829
PA$44.7M2E*Trade→
B50EMSTONE ADVISERS, LLC
CRD 139061
PA$29.3M—E*Trade→
C49MERION REALTY ADVISERS, LLC
CRD 158507
PA$99.3M—E*Trade→
C46GKFO, LLC
CRD 151138
PA$33.6M1Charles Schwab→
C46MCKINNEY CAPITAL, LLC
CRD 315545
AL$91.0M—E*Trade→
C40GLOBAL BETA ADVISORS LLC
CRD 298176
PA$28.8M1Wells Fargo→
C39ONEASCENT CAPITAL LLC
CRD 323220
AL$55.6M2E*Trade→
C38XPONANCE ALTS SOLUTIONS, LLC
CRD 314283
PA$92.3M—E*Trade→
C34WEALTHFD LLC
CRD 299248
PA$87.8M3Charles Schwab→