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3 firms
ActiveState: WA×AUM: $100M-$500M×Custodian: Raymond James×Custodian: BNY Mellon×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
B59SURIENCE PRIVATE WEALTH LLC
CRD 313055
WA$124.0M2Wells Fargo→
C39SILVER CREEK CAPITAL MANAGEMENT LLC
CRD 122966
WA$122.5M—BNY Mellon→
C25FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC
CRD 170918
WA$256.0M4Wells Fargo→