SourcingSourcing
Filters4▾
9 firms
ActiveState: UT×State: AL×State: MD×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
B60CRITERION AFRICA PARTNERS, INC
CRD 291386
MD$85.9M—E*Trade→
B56SEVEN CANYONS ADVISORS, LLC
CRD 290334
UT$90.0M4Fidelity→
B53AMERICAN FINANCIAL MANAGEMENT, LTD.
CRD 111016
MD$31.6M2Charles Schwab→
C46PROFIT INVESTMENT MANAGEMENT, LLC
CRD 110294
MD$26.8M—E*Trade→
C46MCKINNEY CAPITAL, LLC
CRD 315545
AL$91.0M—E*Trade→
C44BLUE MARLIN HOLDCO LLC
CRD 313892
MD$52.7M—E*Trade→
C44PROSPER WEALTH SOLUTIONS, LLC
CRD 311144
UT$58.2M5Charles Schwab→
C39ONEASCENT CAPITAL LLC
CRD 323220
AL$55.6M2E*Trade→
C38SOULENCE WEALTH MANAGEMENT II LLC
CRD 340580
UT$94.7M9—→