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16 firms
ActiveState: VA×State: TN×State: AL×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65UNION STREET PARTNERS LLC
CRD 156148
VA$86.3M—E*Trade→
B64HUNTER MICHAEL INVESTMENT ADVISORS INC
CRD 107884
VA$81.2M1E*Trade→
B64XPS CAPITAL LLC
CRD 311665
VA$95.3M2Charles Schwab→
B54DORIAN EASON ASSET MANAGEMENT, LLC
CRD 113724
TN$27.1M1Charles Schwab→
B51ALBRIGHT CAPITAL MANAGEMENT LP
CRD 133613
VA$49.8M—E*Trade→
B51PLANROCK INVESTMENT MANAGEMENT, LLC
CRD 304803
TN$71.0M5E*Trade→
C49B. RILEY WEALTH PRIVATE SHARES, LLC
CRD 315851
TN$47.6M3E*Trade→
C47TRUEHAVEN CAPITAL, LLC
CRD 332005
TN$62.3M2Charles Schwab→
C46HERMITAGE WEALTH MANAGEMENT, INC.
CRD 333235
VA$37.5M5E*Trade→
C46MCKINNEY CAPITAL, LLC
CRD 315545
AL$91.0M—E*Trade→
C44EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
CRD 291127
VA$91.7M2Charles Schwab→
C43MALT PARTNERS MANAGEMENT LLC
CRD 337855
TN$36.3M—E*Trade→
C41WORTHINGTON CAPITAL MANAGEMENT, LLC
CRD 305391
TN$41.2M—U.S. Bank→
C39ONEASCENT CAPITAL LLC
CRD 323220
AL$55.6M2E*Trade→
C32VANSHAP CAPITAL, LLC
CRD 162206
VA$76.7M2E*Trade→
C32THIRDLINE CAPITAL MANAGEMENT LLC
CRD 314158
VA$64.3M1E*Trade→