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293 firms
ActiveState: SC×State: WI×State: NY×State: OR×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A87CONRAD CAPITAL MANAGEMENT, INC.
CRD 113648
NY$90.7M2Charles Schwab→
A82MOLLOT & HARDY, INC.
CRD 128377
NY$80.6M2Pershing→
A79WYSER-PRATTE MANAGEMENT CO., INC.
CRD 106399
NY$58.6M—E*Trade→
A76FIDUCIARY MANAGEMENT GROUP, LLC
CRD 136612
NY$70.7M1Charles Schwab→
A75OCCAM CAPITAL MANAGEMENT, LLC
CRD 108201
NY$67.4M1Charles Schwab→
A75ABERNATHY GROUP II LLC
CRD 152401
NY$80.2M1Charles Schwab→
A75NETWORK INVESTMENT ADVISORS INCORPORATED
CRD 290927
NY$57.4M—Charles Schwab→
A74MON CAPITAL MANAGEMENT LLC
CRD 333785
NY$95.0M1E*Trade→
A74MAIDSTONE WEALTH MANAGEMENT, LLC
CRD 291873
NY$27.4M1E*Trade→
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade→
A73TAGLICH BROTHERS, INC.
CRD 29102
NY$37.7M1E*Trade→
A72PECONIC ASSET PLANNING, INC.
CRD 310121
NY$64.6M1Charles Schwab→
A71SAFE HARBOR ASSET MANAGEMENT, INC.
CRD 124787
NY$26.8M3Charles Schwab→
A70TRANSPARENT WEALTH CONSULTING LLC
CRD 283193
NY$42.8M—Charles Schwab→
A68ANCHOR CAPITAL MANAGEMENT, LLC
CRD 124600
NY$61.2M1Charles Schwab→
A68R & R FINANCIAL PLANNERS, INC.
CRD 113291
NY$60.1M5Interactive Brokers→
A67SEAPORT GLOBAL ASSET MANAGEMENT LLC
CRD 298944
NY$80.0M—E*Trade→
A67SCHULTZE ASSET MANAGEMENT, LP
CRD 110927
NY$71.6M—Charles Schwab→
A66NGC FINANCIAL, LLC
CRD 139992
NY$57.1M1E*Trade→
A66HENLEY & COMPANY WEALTH MANAGEMENT LLC
CRD 144884
NY$93.9M5Pershing→
B65DAVIS CAPITAL ADVISORS, LLC
CRD 153496
NY$46.9M1E*Trade→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B64SILVER ADVISORS, LLC
CRD 291109
NY$71.9M1E*Trade→
B64MACE CAPITAL MANAGEMENT, LLC
CRD 134605
NY$86.2M1Charles Schwab→
B64LIBERTY WEALTH MANAGERS LLC
CRD 322131
NY$59.9M1E*Trade→
B64VISDOM INVESTMENT GROUP LLC
CRD 327619
NY$53.1M—Charles Schwab→
B64IBN FINANCIAL SERVICES, INC.
CRD 42360
NY$87.7M50E*Trade→
B63DRYDEN CAPITAL, LLC
CRD 172648
NY$76.6M—Interactive Brokers→
B62NOSURIS, INC.
CRD 160979
NY$95.0M2—→
B62SAGE HILL ADVISORY AND MANAGEMENT LLC
CRD 149365
NY$73.3M—Pershing→
B61RABENOLD ADVISORS, INC.
CRD 283882
NY$35.6M2Charles Schwab→
B61PRINCE FINANCIAL ADVISORY LLC
CRD 131234
NY$62.2M1Charles Schwab→
B61HUDSON VIEW ADVISORS, LLC
CRD 288839
NY$64.3M1Charles Schwab→
B61O'BRIEN CAPITAL MANAGEMENT, INC.
CRD 136100
NY$40.6M1Charles Schwab→
B60LEO WEALTH MANAGEMENT, LLC
CRD 337537
NY$33.0M1E*Trade→
B60BPBI LLC
CRD 288133
NY$51.0M1E*Trade→
B60S. MUOIO & CO. LLC
CRD 155549
NY$95.1M—E*Trade→
B60PRIVATE EQUITY INVESTORS, INC
CRD 160559
NY$85.4M—Folio Institutional→
B60CATHAY CAPITAL NA, LLC
CRD 268816
NY$76.6M—JPMorgan→
B60SPP CREDIT ADVISORS II LLC
CRD 323725
NY$50.2M—E*Trade→
B60SIDUS INVESTMENT MANAGEMENT, LLC
CRD 160406
NY$55.1M—E*Trade→
B60BRYDEN-ABRAMS INVESTMENT MANAGEMENT LLC
CRD 143124
NY$45.0M—E*Trade→
B60LOTUS HOLDINGS LLC
CRD 172638
NY$25.0M—E*Trade→
B60BENJAMIN SECURITIES, INC.
CRD 7754
NY$33.6M7E*Trade→
B59MAIN STREET MANAGEMENT COMPANY
CRD 111736
NY$51.8M—E*Trade→
B59ALPHA RIA LLC
CRD 313285
NY$54.5M1E*Trade→
B59STUYVESANT CAPITAL MANAGEMENT CORPORATION
CRD 111998
NY$43.0M1Charles Schwab→
B59KPC TERRAPIN GROUP LLC
CRD 285526
NY$48.7M—Charles Schwab→
B59LONG ISLAND FINANCIAL LLC
CRD 337288
NY$65.2M1Charles Schwab→
B59REVERE WEALTH MANAGEMENT LLC
CRD 170560
NY$78.3M6Charles Schwab→