SourcingSourcing
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12 firms
ActiveState: OR×Custodian: Fidelity×Custodian: Hilltop Securities×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
B5744 WEALTH MANAGEMENT LLC
CRD 309647
OR$487.4M4Fidelity→
B53DEFINED WEALTH MANAGEMENT, LLC
CRD 306779
OR$254.0M3Fidelity→
C44LITTLEJOHN FINANCIAL SERVICES, INC
CRD 155113
OR$171.3M4Wells Fargo→
C42SCOTT CAPITAL ADVISORS, LLC
CRD 307980
OR$1.13B6Fidelity→
C36PACIFIC RIDGE CAPITAL PARTNERS, LLC
CRD 152154
OR$494.6M—Fidelity→
C36SAPIENT PRIVATE WEALTH MANAGEMENT SERVICES, LLC
CRD 159419
OR$1.75B13Fidelity→
C36DVSM, LP
CRD 160800
OR$1.89B—Wells Fargo→
C36CONNECTED WEALTH SOLUTIONS, LLC
CRD 277111
OR$226.4M2Fidelity→
C35INTEGRITY WEALTH LLC
CRD 330809
OR$304.8M6Fidelity→
C28VERIDAN WEALTH LLC
CRD 329666
OR$667.2M4Fidelity→
C25JGP WEALTH MANAGEMENT, LLC
CRD 290694
OR$1.43B18Fidelity→
C14HEADWATER INVESTMENT CONSULTING,INC.
CRD 133009
OR$543.0M5Fidelity→