SourcingSourcing
Filters5▾
10 firms
ActiveState: WA×State: MD×AUM: $100M-$500M×Custodian: Raymond James×Custodian: BNY Mellon×clear all
ScoreFirmStateAUMAdvisorsCustodian
B60CAMDEN PARTNERS HOLDINGS, LLC
CRD 117011
MD$369.6M—Raymond James→
B57BNB WEALTH MANAGEMENT, LLC
CRD 107702
MD$264.6M4Raymond James→
B57WEALTHPLANS, LLC
CRD 311560
MD$219.6M1Raymond James→
B54OAKMONT WEALTH ADVISORY, LLC
CRD 299021
MD$124.2M3Raymond James→
B54MERITIS WEALTH MANAGEMENT, INC.
CRD 336539
MD$224.4M3Raymond James→
C44ACCORDANT ADVISORY GROUP, INC.
CRD 117474
MD$278.0M2Raymond James→
C44CROMWELL INVESTMENT ADVISORS, LLC
CRD 314411
MD$368.9M—BNY Mellon→
C43LAW & ASSOCIATES INC
CRD 105350
MD$326.6M3Raymond James→
C39SILVER CREEK CAPITAL MANAGEMENT LLC
CRD 122966
WA$122.5M—BNY Mellon→
C35GUNPOWDER CAPITAL MANAGEMENT, LLC
CRD 314867
MD$340.4M5Raymond James→