AdvisorCensus / Financial advisors / New York / New York, NY / Apex Clearing Corporation
Financial advisors in New York, NY using Apex Clearing Corporation
13 SEC-registered investment advisory firms headquartered in the New York, NY metro area name Apex Clearing Corporation as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Dasta Investments LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Finhabits Advisors, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Fruitful | New York | SEC-registered investment adviser | $25 million to $100 million |
| Moment Advisors, LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Public Advisors LLC | New York | SEC-registered investment adviser | Under $25 million |
| Qapital Invest, LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| RHO Treasury | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Stash | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Stash Wealth, LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Stirlingshire Investments | New York | SEC-registered investment adviser | $100 million to $500 million |
| Titan | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Wahed | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| ZOE Financial, Inc. | New York | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Apex Clearing Corporation nationwide
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AdvisorCensus. Financial advisors in New York, NY using Apex Clearing Corporation. https://advisorcensus.com/advisors/ny/new-york/custodians/apex-clearing https://advisorcensus.com/advisors/ny/new-york/custodians/apex-clearing