SourcingSourcing
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59 firms
ActiveState: MA×State: TX×Custodian: LPL Financial×Custodian: Morgan Stanley×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65BUTTERWORTH FINANCIAL LLC
CRD 325026
MA$103.3M1LPL Financial→
B61THE SHER WEALTH MANAGEMENT GROUP, INC.
CRD 172369
MA$145.6M2LPL Financial→
B60ORVIETO PARTNERS, L.P.
CRD 313475
MA$179.6M—Morgan Stanley→
B58JAYKAY WEALTH ADVISORS, INC.
CRD 170192
TX$173.8M3LPL Financial→
B55YOST CAPITAL MANAGEMENT, LP
CRD 153082
TX$189.3M—Morgan Stanley→
B55BFI WEALTH SOLUTIONS, LLC
CRD 319185
TX$145.0M1LPL Financial→
B52FOREFRONT WEALTH PARTNERS, LLC
CRD 308521
TX$239.8M28LPL Financial→
C50SHEPHERD FINANCIAL PARTNERS, LLC
CRD 169093
MA$1.38B8LPL Financial→
C49ROTHWELL INVESTMENT ADVISORS LLC
CRD 337504
MA$187.7M3LPL Financial→
C49ALGORITHMIC INVESTMENT MODELS, LLC
CRD 306354
MA$87.8M7LPL Financial→
C49NAPIER FINANCIAL, LLC
CRD 336725
MA$550.1M8LPL Financial→
C48ANCHOR CAPITAL ADVISORS LLC
CRD 105540
MA$2.37B17LPL Financial→
C47BYRNE FINANCIAL FREEDOM, LLC
CRD 167893
MA$546.4M6LPL Financial→
C46GAME CREEK CAPITAL, LP
CRD 158973
MA$329.0M—Morgan Stanley→
C46STRATEGIC WEALTH MANAGEMENT, LLC
CRD 171908
TX$157.8M2LPL Financial→
C46EAST BRIDGE CAPITAL MANAGEMENT LP
CRD 167207
MA$442.3M—Morgan Stanley→
C44DOVETAIL WEALTH MANAGEMENT, LLC
CRD 291068
TX$333.1M3LPL Financial→
C44LEEWARD INVESTMENTS, LLC
CRD 312557
MA$2.87B2LPL Financial→
C42SAGE ADVISORY SERVICES LTD CO
CRD 106236
TX$28.43B42LPL Financial→
C42WINTHROP ADVISORY GROUP, LLC
CRD 288178
MA$3.10B27LPL Financial→
C41FLAGSHIP PRIVATE WEALTH, LLC
CRD 175277
MA$447.2M4LPL Financial→
C40FLAGSHIP HARBOR ADVISORS, LLC
CRD 155733
MA$3.42B50LPL Financial→
C39EATON VANCE MANAGEMENT
CRD 104859
MA$97.02B50Morgan Stanley→
C39SHOTEN CAPITAL LP
CRD 339620
TX$622.4M—Morgan Stanley→
C39ARVIN CAPITAL MANAGEMENT LP
CRD 315672
TX$953.4M—Morgan Stanley→
C38ATWATER WEALTH MANAGEMENT, INC.
CRD 172749
MA$248.2M2LPL Financial→
C36PROEM ADVISORS LLC
CRD 300404
TX$474.1M—Morgan Stanley→
C36SQUARE CIRCLE IA LP
CRD 312718
MA$448.9M—Morgan Stanley→
C34GFS ADVISORS LLC
CRD 143110
TX$3.76B10Morgan Stanley→
C33EIGHT PARTNERS VC, LLC
CRD 283031
TX$13.38B—Morgan Stanley→
C31THORNTREE CAPITAL PARTNERS LP
CRD 283643
MA$955.3M—Morgan Stanley→
C31SATURN V CAPITAL MANAGEMENT LP
CRD 316649
TX$793.2M1Morgan Stanley→
C31STRATEGIC FINANCIAL CONCEPTS, LLC
CRD 141849
TX$927.7M39LPL Financial→
C30THIRTEEN TWENTY-TWO ADVISORS, LLC
CRD 339326
TX$07LPL Financial→
C30WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.
CRD 146990
MA$24.40B1Morgan Stanley→
C30TLWM, LLC
CRD 158305
TX$605.4M9LPL Financial→
C28GOODMAN ADVISORY GROUP, LLC
CRD 285637
MA$415.5M6LPL Financial→
C28BWCP, LP
CRD 305638
TX$1.23B—Morgan Stanley→
C28HILL CITY CAPITAL LP
CRD 306709
MA$4.86B—Morgan Stanley→
C26WHALE ROCK CAPITAL MANAGEMENT LLC
CRD 140746
MA$12.97B—Morgan Stanley→
C26BERKSHIRE PARTNERS LLC
CRD 160675
MA$29.00B—Morgan Stanley→
C26DEAN, JACOBSON FINANCIAL SERVICES, LLC
CRD 115879
TX$519.4M6LPL Financial→
C26STRENGTHENING FAMILIES & COMMUNITIES, LLC
CRD 282573
MA$610.0M11LPL Financial→
C25POLARIS GROWTH MANAGEMENT, LLC
CRD 297431
MA$4.22B—Morgan Stanley→
C25SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
CRD 175100
MA$4.62B—Morgan Stanley→
C25ATREIDES MANAGEMENT, LP
CRD 301152
MA$8.94B—Morgan Stanley→
C24BOSTON MANAGEMENT AND RESEARCH
CRD 104853
MA$154.73B—Morgan Stanley→
C23TENSOR EDGE CAPITAL, LLC
CRD 335633
MA$584.8M—Morgan Stanley→
C22PERMIAN INVESTMENT PARTNERS, LP
CRD 156893
TX$2.43B1Morgan Stanley→
C22ALTA WEALTH ADVISORS LLC
CRD 293675
MA$664.6M12LPL Financial→