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52 firms
ActiveState: GA×State: SC×State: IL×Custodian: Folio Institutional×Custodian: Raymond James×clear all
ScoreFirmStateAUMAdvisorsCustodian
A79THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD 117500
GA$151.9M2Raymond James→
B60ACCESS FINANCIAL GROUP, INC.
CRD 33065
IL$302.3M5Raymond James→
B55WINONA CAPITAL MANAGEMENT, LLC
CRD 162882
IL$255.6M—Folio Institutional→
B54RFP FINANCIAL GROUP, LLC
CRD 293206
GA$192.0M2Raymond James→
B51CARSON ADVISORY, INC.
CRD 117410
GA$864.9M7Raymond James→
C49PRITZKER ALTERNATIVE STRATEGIES LP
CRD 333671
IL$378.3M—Folio Institutional→
C46HUGHES & COMPANY INVESTMENT PARTNERS, L.P.
CRD 311212
IL$367.4M—Folio Institutional→
C45COMMONWEALTH FINANCIAL PLANNERS INC
CRD 106831
GA$227.6M2Raymond James→
C45GALLERIA FINANCIAL ADVISORS, LLC
CRD 133673
GA$239.2M2Raymond James→
C45CARROLL INVESTORS, INC.
CRD 311180
SC$221.4M2Raymond James→
C44FAIRWAY CAPITAL MANAGEMENT, LLC
CRD 312918
IL$85.2M—Folio Institutional→
C44SAGE PRIVATE WEALTH GROUP, LLC
CRD 173399
IL$440.8M10Raymond James→
C44EQUITY INTERNATIONAL MANAGEMENT, LLC
CRD 156961
IL$1.40B—Folio Institutional→
C43COFG ADVISORS, LLC
CRD 333344
IL$1.21B11Raymond James→
C41COASTLINE COMPLETE WEALTH LLC
CRD 338227
SC$213.6M2Raymond James→
C41HORIZON FAMILY WEALTH, INC.
CRD 315484
IL$278.8M3Raymond James→
C39HARBOUR WEALTH MANAGEMENT GROUP, INC.
CRD 314496
SC$266.2M3Raymond James→
C37BUSEY CAPITAL MANAGEMENT, INC.
CRD 128044
IL$493.8M4Raymond James→
C365TH CENTURY PARTNERS LP
CRD 313522
IL$521.2M—Folio Institutional→
C35HILTON HEAD CAPITAL PARTNERS, LLC
CRD 299375
SC$409.5M6Raymond James→
C34CL WEALTH MANAGEMENT LLC
CRD 134922
IL$733.6M42Raymond James→
C341776 WEALTH LLC
CRD 286321
GA$390.8M2Raymond James→
C33SLATE ADVISORY SERVICE (US) LLC
CRD 310404
IL$1.71B—Folio Institutional→
C33PERISCOPE EQUITY LLC
CRD 290326
IL$666.7M—Folio Institutional→
C32PARKERGALE, LLC
CRD 284237
IL$719.1M—Folio Institutional→
C32BENFORD CAPITAL PARTNERS MANAGEMENT, L.P.
CRD 309272
IL$456.0M—Folio Institutional→
C32S2G INVESTMENTS, LLC
CRD 330022
IL$2.58B—Folio Institutional→
C32OBJECTIVITY SQUARED, LLC
CRD 311052
SC$487.8M4Raymond James→
C32INTENTIONAL, LLC
CRD 318570
SC$175.8M3Raymond James→
C29ROCK ISLAND CAPITAL, LLC
CRD 161623
IL$636.6M—Folio Institutional→
C28BEECKEN PETTY O'KEEFE & COMPANY, LLC
CRD 157573
IL$1.90B—Folio Institutional→
C27GID MULTIFAMILY INVESTMENT MANAGEMENT LLC
CRD 329225
GA$5.89B—Folio Institutional→
C27CONSTELLATION WEALTH CAPITAL, LLC
CRD 326917
IL$2.52B—Folio Institutional→
C25MAY RIVER CAPITAL, LLC
CRD 166007
IL$1.09B—Folio Institutional→
C25ENTREPRENEURIAL EQUITY PARTNERS, L.P.
CRD 300436
IL$1.93B—Folio Institutional→
C24RIVERGLADE CAPITAL MANAGEMENT, L.P.
CRD 290557
IL$846.9M—Folio Institutional→
C22FORTHRIGHT WEALTH MANAGEMENT, LLC
CRD 220515
GA$773.4M6Raymond James→
C22CPC ADVISORS, LLC
CRD 111025
GA$1.68B17Raymond James→
C22WATER STREET HEALTHCARE PARTNERS, LLC
CRD 156694
IL$7.49B—Folio Institutional→
C22LINDEN MANAGER LLC
CRD 161059
IL$13.95B—Folio Institutional→
C22CHICAGO PACIFIC CAPITAL, L.P.
CRD 172960
IL$6.78B—Folio Institutional→
C22CORE INDUSTRIAL PARTNERS, LLC
CRD 293334
IL$1.80B—Folio Institutional→
C22TYREE & D'ANGELO PARTNERS MANAGEMENT LP
CRD 298088
IL$2.58B—Folio Institutional→
C22CORTLAND INVESTMENT MANAGEMENT, LLC
CRD 299369
GA$5.67B—Folio Institutional→
C22FRONTENAC COMPANY LLC
CRD 156096
IL$2.03B—Folio Institutional→
C21CONSCIOUS WEALTH INVESTMENTS, LLC
CRD 319143
GA$272.8M4Raymond James→
C20KEYSTONE CAPITAL MANAGEMENT, LP
CRD 314798
IL$1.55B—Folio Institutional→
C19MTM INVESTMENT MANAGEMENT, LLC
CRD 297500
SC$678.1M5Raymond James→
C17WYNNCHURCH CAPITAL, L.P.
CRD 173227
IL$9.12B—Folio Institutional→
C17PPC INVESTMENT PARTNERS LP
CRD 291331
IL$7.21B—Folio Institutional→