SourcingSourcing
Filters5▾
5 firms
ActiveState: SC×State: WI×State: OK×State: TX×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
C38WINNOW WEALTH, LLC
CRD 317181
TX$145.0M5Altruist→
C38ADVR, INC
CRD 318823
SC$126.8M3Altruist→
C37PECUSAVVY FINANCIAL, LLC
CRD 339768
TX$9.1M1Altruist→
C23BRINDLE & BAY FINANCIAL ADVISORS, LLC
CRD 291747
TX$184.8M3Altruist→
C16FLATLANDS WEALTH LLC
CRD 338529
OK—1Altruist→