SourcingSourcing
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18 firms
ActiveState: UT×State: CO×Custodian: LPL Financial×Custodian: Morgan Stanley×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65RS ASSET MANAGEMENT, LLC
CRD 157768
CO$107.2M2LPL Financial→
B55SEAMOUNT FINANCIAL GROUP INC
CRD 107834
CO$745.2M6LPL Financial→
B55COLLIER FINANCIAL, INC
CRD 175207
CO$160.5M1LPL Financial→
B51CIMARRON WEALTH MANAGEMENT, INC.
CRD 299627
CO$327.3M10LPL Financial→
B50CAMBIAR INVESTORS, LLC
CRD 115093
CO$2.92B3Morgan Stanley→
C46CAPITAL FINANCIAL GROUP, INC.
CRD 111709
CO$237.4M3LPL Financial→
C44EMERALD HILL CAPITAL PARTNERS HOLDINGS, LLC
CRD 298843
CO$476.0M—Morgan Stanley→
C38KULTURA CAPITAL MANAGEMENT LP
CRD 327510
UT$244.7M—Morgan Stanley→
C38MARSHALL INVESTMENT MANAGEMENT, LLC
CRD 174817
CO$298.0M8LPL Financial→
C37DODDS WEALTH, LLC
CRD 323632
CO$706.2M7LPL Financial→
C32VARRA WEALTH MANAGEMENT LLC
CRD 324044
CO$305.6M7LPL Financial→
C30CROSS CREEK ADVISORS, LLC
CRD 165803
UT$1.35B4Morgan Stanley→
C28HIGGINS & SCHMIDT WEALTH STRATEGIES LLC
CRD 286063
CO$279.5M4LPL Financial→
C26MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC
CRD 149122
CO$14.73B26Morgan Stanley→
C25DENVER WEALTH MANAGEMENT, INC.
CRD 284868
CO$529.8M9LPL Financial→
C22BRIDGE MULTIFAMILY FUND MANAGER LLC
CRD 159127
UT$49.30B—Morgan Stanley→
C18COOK STREET CONSULTING, INC.
CRD 112829
CO——Morgan Stanley→
C17AVANT-GARDE ADVISORS LLC
CRD 151527
CO——LPL Financial→