SourcingSourcing
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20 firms
ActiveState: GA×State: IA×Custodian: LPL Financial×Custodian: Folio Institutional×Custodian: Goldman Sachs×clear all
ScoreFirmStateAUMAdvisorsCustodian
B57WIREGRASS INVESTMENT MANAGEMENT LLC
CRD 284608
GA$159.7M1LPL Financial→
B51WEIS ADVISORY, LLC
CRD 217517
IA$225.6M4LPL Financial→
C48PROACTIVE WEALTH STRATEGIES, LLC
CRD 318872
GA$315.8M5LPL Financial→
C48CAPITAL AND PLANNING, LLC
CRD 321104
GA$193.9M3LPL Financial→
C43WELLSPRING WEALTH MANAGEMENT LLC
CRD 134834
GA$584.8M5LPL Financial→
C38GLOBALT INVESTMENTS LLC
CRD 328039
GA$3.02B12LPL Financial→
C38LSB CAPITAL MANAGEMENT, INC.
CRD 310466
IA$228.8M6LPL Financial→
C37GMT CAPITAL CORP.
CRD 160404
GA$6.90B—Goldman Sachs→
C37RETIRERIGHT, LLC
CRD 300925
IA$561.1M5LPL Financial→
C36THE JENKINS FINANCIAL GROUP, INC.
CRD 125941
GA$270.1M3LPL Financial→
C34COMPASS FINANCIAL SERVICES, INC.
CRD 109441
IA$407.4M7LPL Financial→
C34BOONE CAPITAL MANAGEMENT LLC
CRD 316230
GA$963.2M—Goldman Sachs→
C31HAMILTON CAPITAL PARTNERS, LLC
CRD 314344
GA$444.0M2LPL Financial→
C30MPWM ADVISORY SOLUTIONS LLC
CRD 169885
GA$326.9M16LPL Financial→
C28GER LOFTIN WEALTH ADVISORS, LLC
CRD 305359
GA$344.5M6LPL Financial→
C27GID MULTIFAMILY INVESTMENT MANAGEMENT LLC
CRD 329225
GA$5.89B—Folio Institutional→
C26BENEDICT FINANCIAL ADVISORS, INC.
CRD 116690
GA$529.4M8LPL Financial→
C23IFG ADVISORY, LLC
CRD 168012
GA$4.76B50LPL Financial→
C22CORTLAND INVESTMENT MANAGEMENT, LLC
CRD 299369
GA$5.67B—Folio Institutional→
C15FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
CRD 307987
IA$256.0M5LPL Financial→