ScoreFirmStateAUMAdvisorsCustodian
B56HIGHROAD WEALTH ADVISORS, LLC
CRD 331566
OR$188.5M3Altruist
C45PHILADELPHIA INVESTMENT PARTNERS, LLC
CRD 122733
NJ$176.0M3Altruist
C17GAELIN LLC
CRD 336808
NJ1Altruist