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6 firms
ActiveState: WA×State: OK×Custodian: Equity Trust×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
B59SURIENCE PRIVATE WEALTH LLC
CRD 313055
WA$124.0M2Wells Fargo→
C50RICHARDS, MERRILL & PETERSON, INC.
CRD 713
WA$643.6M12Wells Fargo→
C34MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD 307625
OK$449.9M2Wells Fargo→
C28ARGONAUT PRIVATE CAPITAL, LP
CRD 283878
OK$3.01B—Wells Fargo→
C25FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC
CRD 170918
WA$256.0M4Wells Fargo→
C23FOURPATH CAPITAL MANAGEMENT, LLC
CRD 313573
OK$1.06B6Wells Fargo→