SourcingSourcing
Filters5▾
24 firms
ActiveState: OR×State: WA×State: OH×Custodian: LPL Financial×Custodian: Millennium Trust×clear all
ScoreFirmStateAUMAdvisorsCustodian
B62JMK & ASSOCIATES, LLC
CRD 312760
WA$268.4M1LPL Financial→
B61HARDY & HARDY CO LLC
CRD 145088
OH$269.4M2LPL Financial→
B59LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT
CRD 335660
WA$142.0M1LPL Financial→
B55NORTHWEST WEALTH ADVISORS, LLC
CRD 327641
WA$304.5M6LPL Financial→
B53VISION FINANCIAL MANAGEMENT, LLC
CRD 170003
OH$165.7M2LPL Financial→
B53917 ADVISORY SERVICES LLC
CRD 331476
WA$167.5M3LPL Financial→
B51PREISZ ASSOCIATES, INC.
CRD 144469
OR$701.7M9LPL Financial→
B51HFG ADVISORS, INC.
CRD 282027
OH$426.7M5LPL Financial→
C49SYMPHONY FINANCIAL SERVICES, INC.
CRD 125058
OH$428.7M7LPL Financial→
C48KINETIC WEALTH INVESTMENT ADVISORS, LLC
CRD 311536
OH$214.5M3LPL 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→
C42PLANNED FINANCIAL SERVICES, LLC
CRD 112879
OH$472.5M4LPL Financial→
C41CROSS FINANCIAL ADVISORS, LLC
CRD 287686
OR$481.8M11LPL Financial→
C39BOONE WEALTH ADVISORS, LLC
CRD 116682
WA$506.8M4LPL Financial→
C38REDWOOD FINANCIAL NETWORK CORP.
CRD 157834
OH$262.8M8LPL Financial→
C35SNIDER RETIREMENT STRATEGIES, INC.
CRD 117392
WA$549.7M9LPL Financial→
C32EUKLES ASSET MANAGEMENT, LLC
CRD 156649
OH$341.1M4LPL Financial→
C31BENSLER, LLC
CRD 310849
WA$1.94B32LPL Financial→
C29FELLOWSHIP FINANCIAL PLANNING, LLC
CRD 330347
WA$465.3M6LPL Financial→
C22TRUEWEALTH FINANCIAL PARTNERS, LLC
CRD 316079
WA$273.7M5LPL Financial→
C17INVESCO MANAGED ACCOUNTS, LLC
CRD 154461
WA$31.28B16LPL Financial→