SourcingSourcing
Filters5▾
9 firms
ActiveState: SC×State: UT×State: OR×State: MI×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→
B56SEVEN CANYONS ADVISORS, LLC
CRD 290334
UT$90.0M4Fidelity→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
C45WEALTHSPAN INVESTMENT MANAGEMENT, LLC
CRD 309553
MI$93.1M5Charles Schwab→
C44TRP CAPITAL ADVISORS, LLC
CRD 281098
MI$82.5M—E*Trade→
C44PROSPER WEALTH SOLUTIONS, LLC
CRD 311144
UT$58.2M5Charles Schwab→
C38MODERN CAPITAL MANAGEMENT, CO.
CRD 306631
SC$90.7M5Charles Schwab→
C38SOULENCE WEALTH MANAGEMENT II LLC
CRD 340580
UT$94.7M9—→