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3 firms
ActiveState: WA×State: MN×AUM: $100M-$500M×Custodian: Raymond James×Custodian: BNY Mellon×clear all
ScoreFirmStateAUMAdvisorsCustodian
B57LAUREL WEALTH PLANNING LLC
CRD 122035
MN$453.6M9Raymond James→
C39SILVER CREEK CAPITAL MANAGEMENT LLC
CRD 122966
WA$122.5M—BNY Mellon→
C32CEDRUS WEALTH GROUP LLC
CRD 334995
MN$217.8M5Raymond James→