SourcingSourcing
Filters5▾
10 firms
ActiveState: AL×State: OR×Custodian: LPL Financial×Custodian: Altruist×Custodian: JPMorgan×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56HIGHROAD WEALTH ADVISORS, LLC
CRD 331566
OR$188.5M3Altruist→
B51PREISZ ASSOCIATES, INC.
CRD 144469
OR$701.7M9LPL Financial→
C47NEWBORE WEALTH MANAGEMENT, INC.
CRD 306441
OR$200.0M2LPL Financial→
C47ROCK CREEK WEALTH MANAGEMENT, LLC
CRD 336666
OR$101.1M3LPL Financial→
C46CARLSON FINANCIAL, INC.
CRD 335831
OR$318.0M4LPL Financial→
C45AXIOM WEALTH STRATEGIES, LLC
CRD 313124
OR$124.7M2LPL Financial→
C41CROSS FINANCIAL ADVISORS, LLC
CRD 287686
OR$481.8M11LPL Financial→
C40MCDONALD FINANCIAL SERVICES, LLC
CRD 282899
AL$443.5M8LPL Financial→
C31801 WEST CAPITAL MANAGEMENT, LLC
CRD 168417
OR$515.9M—JPMorgan→
C27CAMPBELL GLOBAL, LLC
CRD 111944
OR$7.02B—JPMorgan→