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14 firms
ActiveState: VA×State: UT×State: SC×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65UNION STREET PARTNERS LLC
CRD 156148
VA$86.3M—E*Trade→
B64TAVERIK CAPITAL, LLC
CRD 156594
SC$97.5M2Charles Schwab→
B64HUNTER MICHAEL INVESTMENT ADVISORS INC
CRD 107884
VA$81.2M1E*Trade→
B64XPS CAPITAL LLC
CRD 311665
VA$95.3M2Charles Schwab→
B56SEVEN CANYONS ADVISORS, LLC
CRD 290334
UT$90.0M4Fidelity→
B55NOVUS ADVISORS, LLC
CRD 157908
SC$91.3M3Charles Schwab→
B51ALBRIGHT CAPITAL MANAGEMENT LP
CRD 133613
VA$49.8M—E*Trade→
C46HERMITAGE WEALTH MANAGEMENT, INC.
CRD 333235
VA$37.5M5E*Trade→
C44EVOLUTIONARY TREE CAPITAL MANAGEMENT, LLC
CRD 291127
VA$91.7M2Charles Schwab→
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—→
C32VANSHAP CAPITAL, LLC
CRD 162206
VA$76.7M2E*Trade→
C32THIRDLINE CAPITAL MANAGEMENT LLC
CRD 314158
VA$64.3M1E*Trade→