SourcingSourcing
Filters5▾
6 firms
ActiveState: WA×State: CA×AUM: $100M-$500M×Custodian: Raymond James×Custodian: BNY Mellon×clear all
ScoreFirmStateAUMAdvisorsCustodian
B50BEYOND FINANCIAL SERVICES
CRD 286350
CA$176.7M1Raymond James→
C49GRIFFIN GLOBAL ASSET MANAGEMENT (ADVISOR) LLC
CRD 336578
CA$363.5M—BNY Mellon→
C48NEWPORT ASIA LLC
CRD 118682
CA$120.1M7BNY Mellon→
C47DIMENSIONS WEALTH MANAGEMENT, LLC
CRD 298928
CA$152.1M2Raymond James→
C39SILVER CREEK CAPITAL MANAGEMENT LLC
CRD 122966
WA$122.5M—BNY Mellon→
C38KACHKOVSKY & FISHER, INC.
CRD 117811
CA$305.1M3Raymond James→