SourcingSourcing
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12 firms
ActiveState: MN×Custodian: LPL Financial×Custodian: Raymond James×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65PSC FINANCIAL LLC
CRD 172054
MN$135.1M2LPL Financial→
B63NAVISTA WEALTH MANAGEMENT, INC.
CRD 332373
MN$709.6M4Raymond James→
B62KOOB WEALTH MANAGEMENT, LLC
CRD 154830
MN$171.8M1LPL Financial→
B57LAUREL WEALTH PLANNING LLC
CRD 122035
MN$453.6M9Raymond James→
B51VPWM ADVISORS, LLC
CRD 167886
MN$326.6M15LPL Financial→
B50DSG CAPITAL ADVISORS, LLC
CRD 332056
MN$780.3M7LPL Financial→
C47IWEALTH FINANCIAL, LLC
CRD 329980
MN$311.6M6LPL Financial→
C40SUMMIT INVESTMENT ADVISORY SERVICES, LLC
CRD 168594
MN$745.8M8LPL Financial→
C40360 FINANCIAL, INC.
CRD 168600
MN$700.5M10LPL Financial→
C32CEDRUS WEALTH GROUP LLC
CRD 334995
MN$217.8M5Raymond James→
C31BEARING POINT CAPITAL, LLC
CRD 332023
MN$1.11B6Raymond James→
C25STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC
CRD 284430
MN$1.54B24LPL Financial→