SourcingSourcing
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12 firms
ActiveState: WA×State: AL×State: NC×AUM: $25M-$100M×clear all
ScoreFirmStateAUMAdvisorsCustodian
A74PORTFOLIO STRATEGIES INC
CRD 104685
WA$50.2M3Charles Schwab→
A71INTERCAROLINA FINANCIAL SERVICES, INC.
CRD 19475
NC$85.4M31E*Trade→
B65VN CAPITAL MANAGEMENT, LLC
CRD 166761
NC$63.0M—Pershing→
B60BRUESKE ADVISORY SERVICES, LLC
CRD 300689
WA$35.8M4E*Trade→
B57P3 ASSET MANAGEMENT, LLC
CRD 327327
WA$40.3M—E*Trade→
B53VARIANT PERCEPTION, LLC
CRD 334510
NC$31.9M1E*Trade→
C46MCKINNEY CAPITAL, LLC
CRD 315545
AL$91.0M—E*Trade→
C40OBP CAPITAL LLC
CRD 167619
NC$78.5M—E*Trade→
C39ONEASCENT CAPITAL LLC
CRD 323220
AL$55.6M2E*Trade→
C34AMERICAN NORTHWEST ADVISORY SERVICES L.L.C.
CRD 110117
WA$41.3M5E*Trade→
C32VITA PLANNING GROUP LLC
CRD 312323
WA$83.7M3Charles Schwab→
C29SLP WEALTH LLC
CRD 325631
NC$63.7M15Altruist→