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10 firms
ActiveState: WA×State: NC×AUM: $100M-$500M×Custodian: Raymond James×clear all
ScoreFirmStateAUMAdvisorsCustodian
A69EMERALD ASSET MANAGEMENT, INC.
CRD 174691
NC$120.8M2Raymond James→
B57H. L. ORMOND & COMPANY, LLC
CRD 313593
NC$401.4M2Raymond James→
B54CROSSGEN WEALTH LLC
CRD 336270
NC$222.8M2Raymond James→
C48CAPITAL DEVELOPERS, LLC
CRD 292797
NC$221.5M—Raymond James→
C48PURSUIT WEALTH MANAGEMENT, LLC
CRD 337709
NC$457.5M4Raymond James→
C48TAR RIVER WEALTH PLANNING, LLC
CRD 328530
NC$401.2M5Raymond James→
C42MUIRFIELD WEALTH ADVISORS LLC
CRD 316071
NC$255.8M2Raymond James→
C36DAVIS INVESTMENT PARTNERS, LLC
CRD 318783
NC$390.0M2Raymond James→
C36JOEL ADAMS AND ASSOCIATES INC.
CRD 319379
NC$305.6M3Raymond James→
C21RELIANT INVESTMENT PARTNERS, LLC
CRD 297369
NC$268.3M3Raymond James→