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8 firms
ActiveState: GA×State: MN×AUM: $100M-$500M×Custodian: Raymond James×clear all
ScoreFirmStateAUMAdvisorsCustodian
A79THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD 117500
GA$151.9M2Raymond James→
B57LAUREL WEALTH PLANNING LLC
CRD 122035
MN$453.6M9Raymond James→
B54RFP FINANCIAL GROUP, LLC
CRD 293206
GA$192.0M2Raymond James→
C45COMMONWEALTH FINANCIAL PLANNERS INC
CRD 106831
GA$227.6M2Raymond James→
C45GALLERIA FINANCIAL ADVISORS, LLC
CRD 133673
GA$239.2M2Raymond James→
C341776 WEALTH LLC
CRD 286321
GA$390.8M2Raymond James→
C32CEDRUS WEALTH GROUP LLC
CRD 334995
MN$217.8M5Raymond James→
C21CONSCIOUS WEALTH INVESTMENTS, LLC
CRD 319143
GA$272.8M4Raymond James→