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7 firms
ActiveState: IA×State: NY×AUM: $500M-$1B×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
C49TRUBEE WEALTH ADVISORS, INC.
CRD 3618
NY$911.5M17Wells Fargo→
C48BRIGHTON SECURITIES CORP.
CRD 3875
NY$931.0M31Wells Fargo→
C39ASPEN RENEWABLE INVESTMENTS, L.L.C.
CRD 334812
NY$868.4M—Wells Fargo→
C38NORTHCAPE WEALTH MANAGEMENT, LLC
CRD 312350
NY$706.1M4Wells Fargo→
C37ESTABROOK CAPITAL MANAGEMENT LLC
CRD 128856
NY$933.3M4Wells Fargo→
C32SETPOINT MANAGEMENT LLC
CRD 328702
NY$835.1M—Wells Fargo→
C25JADE MOUNTAIN PARTNERS, LLC
CRD 290415
NY$588.4M—Wells Fargo→