SourcingSourcing
Filters4▾
50 firms
ActiveState: MA×State: AL×Custodian: Goldman Sachs×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65BUTTERWORTH FINANCIAL LLC
CRD 325026
MA$103.3M1LPL Financial→
B61COVALENT PARTNERS LLC
CRD 140494
MA$117.3M—Goldman Sachs→
B61THE SHER WEALTH MANAGEMENT GROUP, INC.
CRD 172369
MA$145.6M2LPL Financial→
B53APPLIED FUNDAMENTAL RESEARCH, LLC
CRD 167645
MA$142.9M2Goldman Sachs→
C50SHEPHERD FINANCIAL PARTNERS, LLC
CRD 169093
MA$1.38B8LPL Financial→
C49ROTHWELL INVESTMENT ADVISORS LLC
CRD 337504
MA$187.7M3LPL Financial→
C49ALGORITHMIC INVESTMENT MODELS, LLC
CRD 306354
MA$87.8M7LPL Financial→
C49NAPIER FINANCIAL, LLC
CRD 336725
MA$550.1M8LPL Financial→
C48BAIN CAPITAL PUBLIC EQUITY, LP
CRD 145650
MA$242.2M—Goldman Sachs→
C48ANCHOR CAPITAL ADVISORS LLC
CRD 105540
MA$2.37B17LPL Financial→
C47BYRNE FINANCIAL FREEDOM, LLC
CRD 167893
MA$546.4M6LPL Financial→
C46SIRIOS CAPITAL MANAGEMENT, L.P.
CRD 160580
MA$937.5M—Goldman Sachs→
C44ROSE PARK ADVISORS, LLC
CRD 162017
MA$629.9M—Goldman Sachs→
C44LEEWARD INVESTMENTS, LLC
CRD 312557
MA$2.87B2LPL Financial→
C42WINTHROP ADVISORY GROUP, LLC
CRD 288178
MA$3.10B27LPL Financial→
C41FLAGSHIP PRIVATE WEALTH, LLC
CRD 175277
MA$447.2M4LPL Financial→
C40STABLEPOINT PARTNERS, LLC
CRD 328503
MA$930.0M5Goldman Sachs→
C40FLAGSHIP HARBOR ADVISORS, LLC
CRD 155733
MA$3.42B50LPL Financial→
C40MCDONALD FINANCIAL SERVICES, LLC
CRD 282899
AL$443.5M8LPL Financial→
C38WEATHERBIE CAPITAL, LLC
CRD 105991
MA$1.34B1Goldman Sachs→
C38ATWATER WEALTH MANAGEMENT, INC.
CRD 172749
MA$248.2M2LPL Financial→
C38ADVENT GLOBAL OPPORTUNITIES MANAGEMENT LLC
CRD 174333
MA$2.02B—Goldman Sachs→
C35ALPHASIMPLEX GROUP, LLC
CRD 128356
MA$3.09B—Goldman Sachs→
C35DIAMETRIC CAPITAL, LP
CRD 288409
MA$1.41B—Goldman Sachs→
C35SHELLBACK CAPITAL, LP
CRD 169642
MA$1.63B—Goldman Sachs→
C34ROSE GROVE CAPITAL MANAGEMENT, LLC
CRD 156572
MA$1.94B—Goldman Sachs→
C33TELEMARK ASSET MANAGEMENT, LLC
CRD 156770
MA$1.14B—Goldman Sachs→
C33BOSTON PARTNERS GLOBAL INVESTORS, INC.
CRD 124982
MA$116.17B—Goldman Sachs→
C32FINEPOINT CAPITAL LP
CRD 170668
MA$5.01B—Goldman Sachs→
C31KALEIDOSCOPE CAPITAL LP
CRD 282159
MA$706.2M—Goldman Sachs→
C31MONASHEE INVESTMENT MANAGEMENT, LLC
CRD 163148
MA$1.86B—Goldman Sachs→
C31CORMORANT ASSET MANAGEMENT, LP
CRD 167820
MA$3.84B—Goldman Sachs→
C30STOCKBRIDGE PARTNERS LLC
CRD 160674
MA$5.41B—Goldman Sachs→
C30BAIN CAPITAL PARTNERSHIP STRATEGIES, LP
CRD 297457
MA$1.65B—Goldman Sachs→
C28GOODMAN ADVISORY GROUP, LLC
CRD 285637
MA$415.5M6LPL Financial→
C28SILVERARC CAPITAL MANAGEMENT, LLC
CRD 304220
MA$1.61B—Goldman Sachs→
C27SANDIA INVESTMENT MANAGMENT LP
CRD 311098
MA$625.4M—Goldman Sachs→
C26NUMERIC INVESTORS LLC
CRD 131684
MA$94.40B—Goldman Sachs→
C26WEISS ASSET MANAGEMENT LP
CRD 155564
MA$15.56B—Goldman Sachs→
C26P/E GLOBAL LLC
CRD 155642
MA$1.71B—Goldman Sachs→
C26RA CAPITAL MANAGEMENT, LP
CRD 160174
MA$16.40B—Goldman Sachs→
C26STRENGTHENING FAMILIES & COMMUNITIES, LLC
CRD 282573
MA$610.0M11LPL Financial→
C25INVENOMIC CAPITAL MANAGEMENT LP
CRD 287617
MA$3.39B—Goldman Sachs→
C25SOLEL PARTNERS LP
CRD 305424
MA$1.24B—Goldman Sachs→
C25ADAGE CAPITAL MANAGEMENT, L.P.
CRD 160679
MA$70.44B—Goldman Sachs→
C24ZEVIN ASSET MANAGEMENT, LLC
CRD 165269
MA$1.02B4Goldman Sachs→
C22ALTA WEALTH ADVISORS LLC
CRD 293675
MA$664.6M12LPL Financial→
C22BAIN CAPITAL VENTURES, LP
CRD 145652
MA$9.84B—Goldman Sachs→
C22GENERAL CATALYST GROUP MANAGEMENT, LLC
CRD 162548
MA$45.50B—Goldman Sachs→
C21MILLSTREET CAPITAL MANAGEMENT LLC
CRD 161566
MA$5.82B—Goldman Sachs→