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15 firms
ActiveState: SC×State: NJ×State: OH×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→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B59BYRON PLACE CAPITAL MANAGEMENT, LLC
CRD 282078
NJ$48.4M1E*Trade→
B58HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
CRD 282906
OH$76.6M—Fidelity→
B56GRAND SLAM ASSET MANAGEMENT, LLC
CRD 161122
NJ$35.0M—Wells Fargo→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
B53OELSCHLAGER INVESTMENTS LLC
CRD 306035
OH$93.3M1Charles 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→
C38MODERN CAPITAL MANAGEMENT, CO.
CRD 306631
SC$90.7M5Charles Schwab→
C23ALOOOLA, LLC
CRD 325090
NJ$51.2M—E*Trade→
C22YOUR FINANCIAL PHARMACIST PLANNING, LLC
CRD 282918
OH$53.2M4Altruist→