SourcingSourcing
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4 firms
ActiveState: WA×State: PA×AUM: $100M-$500M×Custodian: Raymond James×Custodian: BNY Mellon×clear all
ScoreFirmStateAUMAdvisorsCustodian
B64PROFESSIONAL FINANCIAL ADVISORS INC
CRD 107289
PA$426.0M6Raymond James→
C47EAGLE INVESTMENT ADVISORS, LLC
CRD 144094
PA$186.1M2Raymond James→
C47TOWER WEALTH PARTNERS, INC.
CRD 310461
PA$440.4M3Raymond James→
C39SILVER CREEK CAPITAL MANAGEMENT LLC
CRD 122966
WA$122.5M—BNY Mellon→