SourcingSourcing
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95 firms
ActiveState: MD×State: CA×Custodian: LPL Financial×Custodian: Morgan Stanley×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65WRIGHT WEALTH STRATEGIES, LLC
CRD 304289
CA$127.2M1LPL Financial→
A65ENDURING WEALTH ADVISORS, LLC
CRD 323320
CA$122.8M3LPL Financial→
B61KEITH HAMILTON, INC.
CRD 155865
CA$188.9M2LPL Financial→
B597 STREETS FINANCIAL, LLC
CRD 282577
CA$88.4M—LPL Financial→
B58KINGSFORD CAPITAL MANAGEMENT, LLC
CRD 161445
CA$127.0M—Morgan Stanley→
B58CRESCENT PARK MANAGEMENT, L.P.
CRD 172326
CA$234.4M—Morgan Stanley→
B58FLIGHT DECK CAPITAL, LP
CRD 311353
CA$358.7M—Morgan Stanley→
B57GOLDMAN LANCASTER, INC.
CRD 136134
CA$360.5M3LPL Financial→
B55BERESH, PATRICK MICHAEL
CRD 137495
CA$117.2M1LPL Financial→
B53PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC
CRD 173288
CA$141.5M—Morgan Stanley→
B53ALESSANDRA CAPITAL MANAGEMENT, LLC
CRD 123305
CA$153.5M2LPL Financial→
B52PETIX & BOTTE COMPANY
CRD 170020
CA$411.9M4LPL Financial→
B52ADVOCATE INVESTING SERVICES, LLC
CRD 273035
MD$186.6M5LPL Financial→
B52RUBICON ADVISORS, GP
CRD 174447
CA$420.7M11LPL Financial→
B52SUMMIT WEALTH MANAGEMENT GROUP, INC.
CRD 170029
CA$249.5M4LPL Financial→
B51HERGENROEDER FINANCIAL ADVISORS, INC.
CRD 121278
MD$304.5M4LPL 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→
C49AMPERSAND CAPITAL GROUP, L.P.
CRD 329612
CA$235.1M—Morgan Stanley→
C47TORTUGA WEALTH MANAGEMENT, INC.
CRD 153737
CA$222.9M4LPL Financial→
C47NAVIGATION GROUP LLC
CRD 130982
CA$1.01B3LPL Financial→
C46ALPHA WEALTH MANAGEMENT AND PLANNING LLC
CRD 163917
CA$319.6M6LPL Financial→
C46PALO ALTO INVESTORS LP
CRD 109171
CA$696.0M1Morgan Stanley→
C46SUN GROUP WEALTH PARTNERS LLC
CRD 166372
CA$224.5M3LPL Financial→
C46ANDRA CAPITAL LLC
CRD 314080
CA$476.5M—Morgan Stanley→
C45STERLING FINANCIAL GROUP, INC.
CRD 300327
CA$16.1M4LPL Financial→
C45SPECTRUM WEALTH ADVISORY GROUP, LLC
CRD 298632
CA$445.4M4LPL Financial→
C45LAKE AVENUE FINANCIAL LLC
CRD 315746
CA$154.7M5LPL Financial→
C43O'NEIL GLOBAL ADVISORS, INC.
CRD 308150
CA$401.9M—Morgan Stanley→
C42LEEDS CAPITAL GROUP, LLC
CRD 327004
CA$179.7M2LPL Financial→
C42GORDONMD GLOBAL INVESTMENTS LP
CRD 316751
CA$322.3M—Morgan Stanley→
C42ROSENWALD CAPITAL MANAGEMENT, INC.
CRD 290118
CA$248.1M—Morgan Stanley→
C42TORREYANA CAPITAL, LLC
CRD 329075
CA$837.4M—Morgan Stanley→
C41FISHER & WIENS WEALTH MANAGEMENT, LLC
CRD 286079
CA$250.3M1LPL Financial→
C41HESEN & HASLAM, LLC
CRD 286235
CA$283.7M2LPL Financial→
C41LIGHT STREET CAPITAL MANAGEMENT, LLC
CRD 155215
CA$1.57B—Morgan Stanley→
C41PARK PRESIDIO CAPITAL LLC
CRD 168954
CA$1.65B—Morgan Stanley→
C41SFG WEALTH MANAGEMENT, LLC
CRD 285785
MD$760.2M9LPL Financial→
C41VALIDUS GROWTH INVESTORS, LLC
CRD 166575
CA$352.9M2LPL Financial→
C40TIDEMARK, LLC
CRD 327611
CA$462.5M7LPL Financial→
C39MAREST CAPITAL, LLC
CRD 315958
CA$239.8M2LPL Financial→
C39POTENTIA RIA, LLC
CRD 329135
CA$569.1M9LPL Financial→
C38FOCUS INVESTMENT ADVISORS, INC
CRD 109970
CA$956.2M5LPL Financial→
C38APS ADVISORS
CRD 153504
CA$197.2M2LPL Financial→
C38AVALON GLOBAL ASSET MANAGEMENT LLC
CRD 107785
CA$553.8M—Morgan Stanley→
C38OCTAHEDRON CAPITAL MANAGEMENT, L.P.
CRD 309209
CA$594.2M—Morgan Stanley→
C37REDMILE GROUP, LLC
CRD 143606
CA$4.70B—Morgan Stanley→
C37BGV VC MANAGEMENT LLC
CRD 298473
CA$433.0M—Morgan Stanley→
C36RED OAK FINANCIAL GROUP, LLC
CRD 166912
MD$1.04B7LPL Financial→