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12 firms
ActiveState: AZ×AUM: <$25M×clear all
ScoreFirmStateAUMAdvisorsCustodian
C43ALAMOS CAPITAL, LLC
CRD 332985
AZ$1.0M2Charles Schwab→
C43LGM CAPITAL MANAGEMENT LLC
CRD 283872
AZ$14.9M—E*Trade→
C39MPI INFINITE INVESTORS, LLC
CRD 337830
AZ$01E*Trade→
C36ALKEME INVESTMENTS LLC
CRD 332434
AZ$0—E*Trade→
C36GALLOWAY ASSET MANAGEMENT LLC
CRD 141091
AZ$17.9M26Pershing→
C35FAMILY OFFICE INVESTMENT ADVISORY LLC
CRD 339607
AZ$0—E*Trade→
C34LILLIANO CAPITAL MANAGEMENT LLC
CRD 339106
AZ$01Charles Schwab→
C32VISION2020 WEALTH MANAGEMENT CORP.
CRD 154149
AZ$0—Charles Schwab→
C31BILI FINANCE, LLC
CRD 339828
AZ$0—E*Trade→
C29SVVY, LLC
CRD 325358
AZ$0—E*Trade→
C28TAYLOR FRIGON FAMILY OFFICE, LLC
CRD 323249
AZ$20.0M6Charles Schwab→
C24NERDWALLET ADVISORY LLC
CRD 325767
AZ$01E*Trade→