SourcingSourcing
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7 firms
ActiveState: WA×AUM: $100M-$500M×Custodian: Raymond James×Custodian: BNY Mellon×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
B62JMK & ASSOCIATES, LLC
CRD 312760
WA$268.4M1LPL Financial→
B59LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT
CRD 335660
WA$142.0M1LPL Financial→
B55NORTHWEST WEALTH ADVISORS, LLC
CRD 327641
WA$304.5M6LPL Financial→
B53917 ADVISORY SERVICES LLC
CRD 331476
WA$167.5M3LPL Financial→
C39SILVER CREEK CAPITAL MANAGEMENT LLC
CRD 122966
WA$122.5M—BNY Mellon→
C29FELLOWSHIP FINANCIAL PLANNING, LLC
CRD 330347
WA$465.3M6LPL Financial→
C22TRUEWEALTH FINANCIAL PARTNERS, LLC
CRD 316079
WA$273.7M5LPL Financial→