SourcingSourcing
Filters5▾
4 firms
ActiveState: IA×State: OK×AUM: $500M-$1B×Custodian: Wells Fargo×Custodian: Fidelity×clear all
ScoreFirmStateAUMAdvisorsCustodian
B52INVESTRUST CONSULTING, LLC
CRD 108037
OK$588.2M7Fidelity→
C33DYNAMIC FINANCIAL GROUP, LLC
CRD 288763
IA$539.6M3Fidelity→
C27EVERPAR ADVISORS LLC
CRD 326468
OK$587.8M9Fidelity→
C26CADENT CAPITAL ADVISORS, LLC
CRD 169704
OK$785.8M11Fidelity→