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112 firms
ActiveState: PA×State: CA×Custodian: LPL Financial×Custodian: Goldman Sachs×clear all
ScoreFirmStateAUMAdvisorsCustodian
A71CROWN ADVISORS MANAGEMENT, INC.
CRD 109720
CA$197.8M—Goldman Sachs→
A68KESTREL INVESTMENT MANAGEMENT CORP
CRD 106789
CA$180.0M1Goldman Sachs→
A66PROSPECT CAPITAL ADVISORS, LLC
CRD 119531
CA$309.4M1Goldman Sachs→
A65WRIGHT WEALTH STRATEGIES, LLC
CRD 304289
CA$127.2M1LPL Financial→
A65ENDURING WEALTH ADVISORS, LLC
CRD 323320
CA$122.8M3LPL Financial→
B62IFS GROUP, LLC
CRD 328774
PA$240.0M6LPL Financial→
B62PANORAMIC CAPITAL, LLC
CRD 153450
CA$299.6M—Goldman Sachs→
B61KEITH HAMILTON, INC.
CRD 155865
CA$188.9M2LPL Financial→
B59JCSD CAPITAL, LLC
CRD 163084
CA$214.6M2Goldman Sachs→
B597 STREETS FINANCIAL, LLC
CRD 282577
CA$88.4M—LPL Financial→
B58GARDNER LEWIS ASSET MANAGEMENT LP
CRD 105033
PA$456.5M1Goldman Sachs→
B57GOLDMAN LANCASTER, INC.
CRD 136134
CA$360.5M3LPL Financial→
B57TOWER BRIDGE ADVISORS, INC.
CRD 115700
PA$1.49B6Goldman Sachs→
B55BERESH, PATRICK MICHAEL
CRD 137495
CA$117.2M1LPL Financial→
B54MIG CAPITAL, LLC
CRD 160782
CA$589.5M—Goldman Sachs→
B53ALESSANDRA CAPITAL MANAGEMENT, LLC
CRD 123305
CA$153.5M2LPL Financial→
B52PETIX & BOTTE COMPANY
CRD 170020
CA$411.9M4LPL Financial→
B52RUBICON ADVISORS, GP
CRD 174447
CA$420.7M11LPL Financial→
B52SUMMIT WEALTH MANAGEMENT GROUP, INC.
CRD 170029
CA$249.5M4LPL 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→
C48SUMMIT GROUP RETIREMENT PLANNERS, INC.
CRD 169823
PA$302.3M3LPL Financial→
C47TORTUGA WEALTH MANAGEMENT, INC.
CRD 153737
CA$222.9M4LPL Financial→
C47HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.
CRD 157523
PA$622.3M6LPL Financial→
C47NAVIGATION GROUP LLC
CRD 130982
CA$1.01B3LPL Financial→
C46ALPHA WEALTH MANAGEMENT AND PLANNING LLC
CRD 163917
CA$319.6M6LPL Financial→
C46WELTON INVESTMENT PARTNERS LLC
CRD 172452
CA$330.0M—Goldman Sachs→
C46SUN GROUP WEALTH PARTNERS LLC
CRD 166372
CA$224.5M3LPL Financial→
C46YIHENG CAPITAL MANAGEMENT, L.P.
CRD 163812
CA$675.8M1Goldman Sachs→
C46POINTONE FAMILY OFFICE, LLC
CRD 338563
CA$327.1M2Goldman Sachs→
C45STERLING FINANCIAL GROUP, INC.
CRD 300327
CA$16.1M4LPL Financial→
C45PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC
CRD 131413
CA$730.0M—Goldman Sachs→
C45SPECTRUM WEALTH ADVISORY GROUP, LLC
CRD 298632
CA$445.4M4LPL Financial→
C45LAKE AVENUE FINANCIAL LLC
CRD 315746
CA$154.7M5LPL Financial→
C44REMY INVESTORS & CONSULTANTS, LLC
CRD 326958
CA$887.6M—Goldman Sachs→
C42LEEDS CAPITAL GROUP, LLC
CRD 327004
CA$179.7M2LPL Financial→
C42BOXER CAPITAL MANAGEMENT, LLC
CRD 330106
CA$578.2M—Goldman Sachs→
C42FOREWORD CAPITAL, LP
CRD 332205
CA$431.5M—Goldman Sachs→
C42FOX FINANCIAL, INC.
CRD 319679
PA$271.8M5LPL Financial→
C42ANGELENO GROUP, LLC
CRD 159677
CA$576.5M—Goldman Sachs→
C42JACOBI CAPITAL MANAGEMENT, LLC
CRD 147663
PA$2.64B30LPL Financial→
C42DIVISAR CAPITAL MANAGEMENT, LLC
CRD 149091
CA$812.8M—Goldman Sachs→
C41FISHER & WIENS WEALTH MANAGEMENT, LLC
CRD 286079
CA$250.3M1LPL Financial→
C41HESEN & HASLAM, LLC
CRD 286235
CA$283.7M2LPL Financial→
C41VALIDUS GROWTH INVESTORS, LLC
CRD 166575
CA$352.9M2LPL Financial→
C40INVARIANT INVESTMENT MANAGEMENT LLC
CRD 168772
PA$182.7M6LPL Financial→
C40TIDEMARK, LLC
CRD 327611
CA$462.5M7LPL Financial→
C39MAREST CAPITAL, LLC
CRD 315958
CA$239.8M2LPL Financial→
C39PFM HEALTH SCIENCES, LP
CRD 146747
CA$1.27B—Goldman Sachs→