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511 firms
ActiveState: CT×clear all
ScoreFirmStateAUMAdvisorsCustodian
C46INVESTMARK ADVISORY GROUP LLC
CRD 121060
CT$929.7M10E*Trade→
C46LADD CAPITAL MANAGEMENT LLC
CRD 105162
CT$176.6M2Charles Schwab→
C46RPO LLC
CRD 318296
CT$372.1M—Goldman Sachs→
C46K2/D&S MANAGEMENT CO., L.L.C.
CRD 123826
CT$6.53B—BNY Mellon→
C46SOUND PORTFOLIO ADVISORS, LLC
CRD 125511
CT$151.1M2Charles Schwab→
C46MILL ROAD CAPITAL MANAGEMENT LLC
CRD 157095
CT$753.8M—Goldman Sachs→
C46KENSICO CAPITAL MANAGEMENT CORP.
CRD 157934
CT$7.88B—Goldman Sachs→
C46FORESTER CAPITAL, L.L.C.
CRD 160806
CT$1.07B—State Street→
C46AIP CAPITAL ADVISORS LLC
CRD 328465
CT$340.0M—Goldman Sachs→
C46PARADOXIOM CAPITAL LP
CRD 330671
CT$125.0M—E*Trade→
C45TOOMEY INVESTMENT MANAGEMENT, INC
CRD 127346
CT$321.0M3Fidelity→
C45BEIRNE WEALTH CONSULTING SERVICES, LLC
CRD 167103
CT$1.37B4E*Trade→
C45BLUE DOOR ASSET MANAGEMENT, LLC
CRD 314457
CT$154.3M—E*Trade→
C45GFS WEALTH MANAGEMENT ADVISORS, INC.
CRD 285679
CT$238.6M5E*Trade→
C45STRATIS CAPITAL, LLC
CRD 300130
CT$507.5M1Goldman Sachs→
C45OLYMPUS PEAK ASSET MANAGEMENT LP
CRD 299460
CT$702.0M—Goldman Sachs→
C45COOPER FINANCIAL SERVICES, INC.
CRD 104671
CT$195.6M3Fidelity→
C45SOMNIO FINANCIAL GROUP, LLC
CRD 174217
CT$168.3M2Charles Schwab→
C45MORRISSEY WEALTH MANAGEMENT LLC
CRD 291228
CT$165.1M2Charles Schwab→
C45AGILIS INVESTMENT MANAGEMENT LLC
CRD 336358
CT$123.8M3Charles Schwab→
C44CAT ROCK CAPITAL MANAGEMENT LP
CRD 268817
CT$968.5M—Morgan Stanley→
C44VERBENA VALUE LP
CRD 337379
CT$1.00B—E*Trade→
C44TETON ADVISORS, LLC
CRD 105963
CT$250.9M—E*Trade→
C44WAVELENGTH CAPITAL MANAGEMENT, LLC
CRD 167725
CT$104.0M—E*Trade→
C44BRIGHTLIGHT CAPITAL MANAGEMENT LP
CRD 171109
CT$385.8M—E*Trade→
C44MAIN STREET RESEARCH LLC
CRD 114629
CT$2.68B17Charles Schwab→
C44KELLY FINANCIAL GROUP, LLC
CRD 136372
CT$474.9M4Charles Schwab→
C44EXCEL WEALTH MANAGEMENT, LLC
CRD 299602
CT$310.5M5LPL Financial→
C44KREITLER FINANCIAL LLC
CRD 309056
CT$584.9M5Raymond James→
C44NEWDAY FUNDS, INC.
CRD 174758
CT$6.5M2Charles Schwab→
C44JACKSON, GRANT INVESTMENT ADVISERS, INC.
CRD 108156
CT$577.7M4Pershing→
C44AYRTON CAPITAL LLC
CRD 286298
CT$358.9M—Pershing→
C44GRANDVIEW PROPERTY PARTNERS, LLC
CRD 299814
CT$890.1M1JPMorgan→
C44CZECH ASSET MANAGEMENT, L.P.
CRD 159308
CT$1.48B—U.S. Bank→
C44RJA ASSET MANAGEMENT LLC
CRD 153428
CT$588.9M—Northern Trust→
C44WATCHTOWER ADVISORS, LP
CRD 299887
CT$289.5M—Morgan Stanley→
C4433 CAPITAL MANAGEMENT LLC
CRD 326780
CT$112.7M1Goldman Sachs→
C44BLT FUND MANAGER LLC
CRD 166743
CT$487.3M—E*Trade→
C44SPURSTONE ADVISORY SERVICES, LLC
CRD 284158
CT$192.1M3E*Trade→
C44CAPZONE MANAGEMENT LLC
CRD 330135
CT$201.6M2E*Trade→
C43OXFORD LANE MANAGEMENT, LLC
CRD 154380
CT$2.31B—E*Trade→
C43MILESTONE ASSET MANAGEMENT GROUP, LLC
CRD 282896
CT$309.0M4E*Trade→
C43BAXTER BROTHERS INC.
CRD 106548
CT$1.17B5Charles Schwab→
C43HONDIUS CAPITAL MANAGEMENT, LP
CRD 297991
CT$129.9M1E*Trade→
C43MONACHIL CAPITAL PARTNERS LP
CRD 311376
CT$71.7M—JPMorgan→
C43GOODWIN CAPITAL ADVISERS, INC.
CRD 108290
CT$986.6M1E*Trade→
C43SYMMETRY PARTNERS, LLC.
CRD 120982
CT$4.73B23Charles Schwab→
C43HARBOUR POINT MANAGEMENT LP
CRD 226521
CT$302.4M—JPMorgan→
C43FORWARD CONSUMER PARTNERS, LLC
CRD 327847
CT$425.0M—E*Trade→
C42CONIFER INVESTMENTS LTD
CRD 106159
CT$524.0M1Charles Schwab→