SourcingSourcing
Filters5▾
9 firms
ActiveState: GA×State: SC×State: TX×Custodian: BNY Mellon×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
B55BLACKGOLD CAPITAL MANAGEMENT LP
CRD 139804
TX$133.0M2BNY Mellon→
C38WINNOW WEALTH, LLC
CRD 317181
TX$145.0M5Altruist→
C38ADVR, INC
CRD 318823
SC$126.8M3Altruist→
C37PECUSAVVY FINANCIAL, LLC
CRD 339768
TX$9.1M1Altruist→
C35ARCAPITA INVESTMENT MANAGEMENT US INC.
CRD 168148
GA$674.6M—BNY Mellon→
C35ELDA RIVER CAPITAL MANAGEMENT, LLC
CRD 326859
TX$1.94B—BNY Mellon→
C33PROPHET CAPITAL ASSET MANAGEMENT LP
CRD 150683
TX$4.20B6BNY Mellon→
C26JASPER RIDGE PARTNERS, L.P.
CRD 144401
TX$42.95B—BNY Mellon→
C23BRINDLE & BAY FINANCIAL ADVISORS, LLC
CRD 291747
TX$184.8M3Altruist→