SourcingSourcing
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167 firms
ActiveAUM: $100M-$500M×Custodian: Raymond James×Custodian: BNY Mellon×clear all
ScoreFirmStateAUMAdvisorsCustodian
A87SILVER LAKE CAPITAL PARTNERS LLC
CRD 329997
TX$211.5M1Raymond James→
A84SHANNON T. PITNER AND COMPANY
CRD 311853
FL$107.9M1Raymond James→
A79THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD 117500
GA$151.9M2Raymond James→
A70Z3 CAPITAL PARTNERS, LLC
CRD 336791
VA$466.8M3Raymond James→
A69WEALTH MANAGEMENT SOLUTIONS LLC
CRD 296875
—$106.3M3Raymond James→
A69EMERALD ASSET MANAGEMENT, INC.
CRD 174691
NC$120.8M2Raymond James→
A68SANDIA WEALTH MANAGEMENT, LLC
CRD 159402
NM$193.5M1Raymond James→
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James→
A65KAHN FINANCIAL GROUP, INC.
CRD 134802
FL$122.6M4Raymond James→
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James→
B64PROFESSIONAL FINANCIAL ADVISORS INC
CRD 107289
PA$426.0M6Raymond James→
B64LEGACY FINANCIAL INDEPENDENT ADVISORS LLC
CRD 324258
KY$484.0M6Raymond James→
B63NEW ENGLAND FINANCIAL PLANNING GROUP, LLC
CRD 105254
MA$246.1M3Raymond James→
B62MUTUAL TRUST ADVISORY GROUP, INC.
CRD 277060
FL$165.8M2Raymond James→
B61NORTHSTAR FINANCIAL ADVISORS, INC.
CRD 124194
—$195.3M1Raymond James→
B61TCM ADVISORS, LLC
CRD 147445
—$142.9M1Raymond James→
B61CHARLES RIVER WEALTH MANAGEMENT, LLC
CRD 288017
MA$110.3M1Raymond James→
B61ARNOLD WEITZ & CO
CRD 108026
NE$438.1M2Raymond James→
B61BENNINGTON FINANCIAL PLANNING GROUP
CRD 116302
VT$281.5M3Raymond James→
B60ACCESS FINANCIAL GROUP, INC.
CRD 33065
IL$302.3M5Raymond James→
B60CAMDEN PARTNERS HOLDINGS, LLC
CRD 117011
MD$369.6M—Raymond James→
B59BELL CITY WEALTH, INC.
CRD 326354
OH$163.3M1Raymond James→
B59MARVEL FINANCIAL PLANNING, INC.
CRD 327420
—$139.4M1Raymond James→
B59ENDURING WEALTH MANAGEMENT, LLC
CRD 337527
ID$181.4M1Raymond James→
B58PHILLIPS WEALTH PLANNERS LLC
CRD 319226
MS$340.8M2Raymond James→
B58MCW FINANCIAL, INC.
CRD 157609
KY$160.8M3Raymond James→
B58TRINITY CAPITAL MANAGEMENT, LLC
CRD 289583
TN$164.5M2Raymond James→
B58PURSUE WEALTH PARTNERS, LLC
CRD 326348
—$243.4M2Raymond James→
B57BNB WEALTH MANAGEMENT, LLC
CRD 107702
MD$264.6M4Raymond James→
B57CLIENTFIRST WEALTH MANAGEMENT, LLC
CRD 120286
AR$302.8M2Raymond James→
B57H. L. ORMOND & COMPANY, LLC
CRD 313593
NC$401.4M2Raymond James→
B57LAUREL WEALTH PLANNING LLC
CRD 122035
MN$453.6M9Raymond James→
B57EPIC WEALTH MANAGEMENT, LLC
CRD 297643
OK$120.8M3Raymond James→
B57WEALTHPLANS, LLC
CRD 311560
MD$219.6M1Raymond James→
B57KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
CRD 159811
OH$299.1M2Raymond James→
B56ASSET MANAGEMENT GROUP INVESTMENT CORP.
CRD 168369
CO$151.2M—Raymond James→
B56FOREFRONT ASSET MANAGEMENT, LLC
CRD 281118
VA$136.9M3Raymond James→
B56TENCORE PARTNERS, LP
CRD 299327
NY$354.0M—BNY Mellon→
B55AGP FRANKLIN, LLC
CRD 331699
TN$247.1M3Raymond James→
B55RPM CAPITAL PARTNERS, LLC
CRD 160913
NY$233.9M—BNY Mellon→
B55BLACKGOLD CAPITAL MANAGEMENT LP
CRD 139804
TX$133.0M2BNY Mellon→
B55THE KARRAS COMPANY, INC.
CRD 109578
UT$372.9M4Raymond James→
B55M.K. BROWN WEALTH ADVISORY, LLC
CRD 121269
OH$165.5M1Raymond James→
B54NIHON GLOBAL GROWTH PARTNERS MANAGEMENT, INC.
CRD 311890
NY$163.3M—BNY Mellon→
B54COQUINA PRIVATE WEALTH LLC
CRD 333615
FL$417.6M7Raymond James→
B54RFP FINANCIAL GROUP, LLC
CRD 293206
GA$192.0M2Raymond James→
B54OAKMONT WEALTH ADVISORY, LLC
CRD 299021
MD$124.2M3Raymond James→
B54INVERA WEALTH ADVISORS LLC
CRD 323792
—$243.8M2Raymond James→
B54CROSSGEN WEALTH LLC
CRD 336270
NC$222.8M2Raymond James→
B54MERITIS WEALTH MANAGEMENT, INC.
CRD 336539
MD$224.4M3Raymond James→