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6 firms
ActiveState: SC×State: OH×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B58HIGHLAND CONSULTING ASSOCIATES INTERNATIONAL, INC.
CRD 282906
OH$76.6M—Fidelity→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
B53OELSCHLAGER INVESTMENTS LLC
CRD 306035
OH$93.3M1Charles Schwab→
C38MODERN CAPITAL MANAGEMENT, CO.
CRD 306631
SC$90.7M5Charles Schwab→
C22YOUR FINANCIAL PHARMACIST PLANNING, LLC
CRD 282918
OH$53.2M4Altruist→