SourcingSourcing
Filters4▾
10 firms
ActiveState: IA×State: CT×Custodian: LPL Financial×Custodian: Folio Institutional×clear all
ScoreFirmStateAUMAdvisorsCustodian
B51WEIS ADVISORY, LLC
CRD 217517
IA$225.6M4LPL Financial→
C44EXCEL WEALTH MANAGEMENT, LLC
CRD 299602
CT$310.5M5LPL Financial→
C38LSB CAPITAL MANAGEMENT, INC.
CRD 310466
IA$228.8M6LPL Financial→
C37RETIRERIGHT, LLC
CRD 300925
IA$561.1M5LPL Financial→
C34COMPASS FINANCIAL SERVICES, INC.
CRD 109441
IA$407.4M7LPL Financial→
C33WARNER GROUP LLC
CRD 334877
CT$458.5M8LPL Financial→
C28BROOKSIDE EQUITY PARTNERS LLC
CRD 164429
CT$1.45B—Folio Institutional→
C26CATTERTON MANAGEMENT COMPANY, L.L.C.
CRD 157428
CT$30.90B—Folio Institutional→
C22ABS INVESTMENT MANAGEMENT LLC
CRD 127290
CT$10.48B—Folio Institutional→
C15FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
CRD 307987
IA$256.0M5LPL Financial→