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11 firms
ActiveState: SC×State: WI×State: OH×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A73WHALEN CAPITAL, INC.
CRD 130016
WI$75.1M8E*Trade→
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→
B53BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY II, LLC
CRD 292786
WI$81.7M—E*Trade→
B52BAIRD PRINCIPAL GROUP MANAGEMENT COMPANY, LLC
CRD 326646
WI$83.7M—E*Trade→
C46SIMS CAPITAL MANAGEMENT LLC
CRD 129398
WI$56.4M1Charles Schwab→
C44ANTHONY CAPITAL MANAGEMENT, LLC
CRD 312256
WI$37.9M—E*Trade→
C38MODERN CAPITAL MANAGEMENT, CO.
CRD 306631
SC$90.7M5Charles Schwab→
C22YOUR FINANCIAL PHARMACIST PLANNING, LLC
CRD 282918
OH$53.2M4Altruist→