SourcingSourcing
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68 firms
ActiveState: MD×State: CA×Custodian: LPL Financial×Custodian: BNY Mellon×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65WRIGHT WEALTH STRATEGIES, LLC
CRD 304289
CA$127.2M1LPL Financial→
A65ENDURING WEALTH ADVISORS, LLC
CRD 323320
CA$122.8M3LPL Financial→
B61KEITH HAMILTON, INC.
CRD 155865
CA$188.9M2LPL Financial→
B597 STREETS FINANCIAL, LLC
CRD 282577
CA$88.4M—LPL Financial→
B57GOLDMAN LANCASTER, INC.
CRD 136134
CA$360.5M3LPL Financial→
B55BERESH, PATRICK MICHAEL
CRD 137495
CA$117.2M1LPL Financial→
B53ALESSANDRA CAPITAL MANAGEMENT, LLC
CRD 123305
CA$153.5M2LPL Financial→
B52PETIX & BOTTE COMPANY
CRD 170020
CA$411.9M4LPL Financial→
B52ADVOCATE INVESTING SERVICES, LLC
CRD 273035
MD$186.6M5LPL Financial→
B52RUBICON ADVISORS, GP
CRD 174447
CA$420.7M11LPL Financial→
B52SUMMIT WEALTH MANAGEMENT GROUP, INC.
CRD 170029
CA$249.5M4LPL Financial→
B51HERGENROEDER FINANCIAL ADVISORS, INC.
CRD 121278
MD$304.5M4LPL Financial→
B50LEWIS FINANCIAL, LLC
CRD 170324
CA$133.9M3LPL Financial→
B50KERUX, LLC
CRD 327724
CA$428.0M3LPL Financial→
C50SOLANO WEALTH INVESTMENT ADVISORS, LLC
CRD 322037
CA$331.9M2LPL Financial→
C49GRIFFIN GLOBAL ASSET MANAGEMENT (ADVISOR) LLC
CRD 336578
CA$363.5M—BNY Mellon→
C48NEWPORT ASIA LLC
CRD 118682
CA$120.1M7BNY Mellon→
C47TORTUGA WEALTH MANAGEMENT, INC.
CRD 153737
CA$222.9M4LPL Financial→
C47NAVIGATION GROUP LLC
CRD 130982
CA$1.01B3LPL Financial→
C46ALPHA WEALTH MANAGEMENT AND PLANNING LLC
CRD 163917
CA$319.6M6LPL Financial→
C46SUN GROUP WEALTH PARTNERS LLC
CRD 166372
CA$224.5M3LPL Financial→
C46PACIFIC LIFE FUND ADVISORS LLC
CRD 105169
CA$42.81B—BNY Mellon→
C45STERLING FINANCIAL GROUP, INC.
CRD 300327
CA$16.1M4LPL Financial→
C45SPECTRUM WEALTH ADVISORY GROUP, LLC
CRD 298632
CA$445.4M4LPL Financial→
C45WESTERN ASSET MANAGEMENT COMPANY, LLC
CRD 110441
CA$184.99B—BNY Mellon→
C45LAKE AVENUE FINANCIAL LLC
CRD 315746
CA$154.7M5LPL Financial→
C44CROMWELL INVESTMENT ADVISORS, LLC
CRD 314411
MD$368.9M—BNY Mellon→
C42LEEDS CAPITAL GROUP, LLC
CRD 327004
CA$179.7M2LPL Financial→
C42PAYDEN & RYGEL
CRD 107160
CA$158.23B13BNY Mellon→
C41FISHER & WIENS WEALTH MANAGEMENT, LLC
CRD 286079
CA$250.3M1LPL Financial→
C41HESEN & HASLAM, LLC
CRD 286235
CA$283.7M2LPL Financial→
C41BRISTOL GROUP INC
CRD 105087
CA$2.04B—BNY Mellon→
C41SFG WEALTH MANAGEMENT, LLC
CRD 285785
MD$760.2M9LPL Financial→
C41VALIDUS GROWTH INVESTORS, LLC
CRD 166575
CA$352.9M2LPL Financial→
C40TIDEMARK, LLC
CRD 327611
CA$462.5M7LPL Financial→
C39FOCUSED INVESTORS LLC
CRD 140010
CA$3.29B2BNY Mellon→
C39MAREST CAPITAL, LLC
CRD 315958
CA$239.8M2LPL Financial→
C39POTENTIA RIA, LLC
CRD 329135
CA$569.1M9LPL Financial→
C38FOCUS INVESTMENT ADVISORS, INC
CRD 109970
CA$956.2M5LPL Financial→
C38APS ADVISORS
CRD 153504
CA$197.2M2LPL Financial→
C37PAAMCO PRISMA, LLC
CRD 108989
CA$14.45B5BNY Mellon→
C36RED OAK FINANCIAL GROUP, LLC
CRD 166912
MD$1.04B7LPL Financial→
C36FRONTIER GLOBAL PARTNERS LLC
CRD 145341
CA$713.1M3BNY Mellon→
C36ADE, LLC
CRD 168345
MD$447.5M6LPL Financial→
C35WESTWOOD WEALTH MANAGEMENT
CRD 290658
CA$300.4M2LPL Financial→
C34WILLIAMS & ASSOCIATES, INC.
CRD 338196
MD$06LPL Financial→
C33MAKENA CAPITAL MANAGEMENT, LLC
CRD 156855
CA$24.28B1BNY Mellon→
C32REDWOOD INVESTMENT GROUP, INC
CRD 168017
CA$230.3M4LPL Financial→
C32HANSEN & ASSOCIATES FINANCIAL GROUP INC.
CRD 168363
CA$203.7M4LPL Financial→
C32ALIGNE WEALTH PRESERVATION & INSURANCE SERVICES, LLC.
CRD 321735
CA$224.4M4LPL Financial→