SourcingSourcing
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13 firms
ActiveState: AL×State: MN×AUM: <$25M×clear all
ScoreFirmStateAUMAdvisorsCustodian
B53FIDELIS CAPITAL, LLC
CRD 141341
AL$18.3M—Charles Schwab→
B53SIIMPL, LLC
CRD 311048
MN$0—E*Trade→
B50ADVANCED ADVISOR GROUP, LLC
CRD 140393
MN$10.9M50Fidelity→
C38CLOVERPOINT, LLC
CRD 335407
MN$0—E*Trade→
C34VERA LAKE CAPITAL, LLC
CRD 341142
MN$02E*Trade→
C33PALADIN CAPITAL, LLC
CRD 288037
MN$6.9M4Charles Schwab→
C31ADVISORY SOLUTIONS GROUP, LLC
CRD 339919
MN$032E*Trade→
C31MM ADVISORS, LLC
CRD 337688
AL$0—E*Trade→
C31NAVIGATE PRIVATE FUND ADVISORS LLC
CRD 313687
AL$03E*Trade→
C31WAYZATA INVESTMENT PARTNERS LLC
CRD 132046
MN$9.4M3JPMorgan→
C30CHRISTENSEN GROUP FINANCIAL, LLC
CRD 318144
MN$24.8M5Altruist→
C30LYONS VIEW CAPITAL, LLC
CRD 324582
AL$02E*Trade→
C30STANDARD VALUATIONS INC
CRD 112413
MN$01E*Trade→