SourcingSourcing
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12 firms
ActiveState: SC×State: MI×State: GA×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A84STEWARD CAPITAL MANAGEMENT, INC.
CRD 104936
MI$95.1M1Charles Schwab→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B62CAPITAL MANAGEMENT ADVISORS INC
CRD 110447
GA$52.0M—E*Trade→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
B53KDHB V CAPITAL MANAGEMENT, LLC
CRD 307182
GA$54.8M—E*Trade→
B51INFINITY CREDIT ADVISORY, LLC
CRD 331652
GA$53.5M—E*Trade→
C48CONCOURSE CAPITAL ADVISORS, LLC
CRD 336424
GA$36.1M—E*Trade→
C45WEALTHSPAN INVESTMENT MANAGEMENT, LLC
CRD 309553
MI$93.1M5Charles Schwab→
C44TRP CAPITAL ADVISORS, LLC
CRD 281098
MI$82.5M—E*Trade→
C38MODERN CAPITAL MANAGEMENT, CO.
CRD 306631
SC$90.7M5Charles Schwab→
C34GLOBAL INVESTMENT ADVISORY LLC
CRD 310305
GA$71.8M9Charles Schwab→
C16COLLECTIVE WEALTH PARTNERS, LLC
CRD 317519
GA$59.9M4Charles Schwab→