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69 firms
ActiveState: GA×State: NY×Custodian: LPL Financial×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
A71MUNICIPAL ASSET MANAGEMENT INC
CRD 108320
NY$112.8M3Wells Fargo→
B57MURPHY WEALTH MANAGEMENT GROUP, INC.
CRD 277161
NY$251.9M3LPL Financial→
B57WIREGRASS INVESTMENT MANAGEMENT LLC
CRD 284608
GA$159.7M1LPL Financial→
B55HUDSON VALLEY WEALTH MANAGEMENT, INC
CRD 146338
NY$48.8M1LPL Financial→
B53MEADOWBROOK WEALTH MANAGEMENT, LLC
CRD 110508
NY$110.1M2LPL Financial→
B52BRANT POINT INVESTMENT MANAGEMENT LLC
CRD 157572
NY$453.3M—Wells Fargo→
B52CP CAPITAL (US) PARTNERS LP
CRD 158979
NY$393.6M—Wells Fargo→
B50GRANEY & KING, LLC
CRD 126461
NY$484.4M4LPL Financial→
C49TRUBEE WEALTH ADVISORS, INC.
CRD 3618
NY$911.5M17Wells Fargo→
C49LINCOLNSHIRE MANAGEMENT, INC.
CRD 157144
NY$494.4M—Wells Fargo→
C48CIRCLE N ADVISORS, LLC
CRD 271027
NY$94.2M1LPL Financial→
C48PROACTIVE WEALTH STRATEGIES, LLC
CRD 318872
GA$315.8M5LPL Financial→
C48CAPITAL AND PLANNING, LLC
CRD 321104
GA$193.9M3LPL Financial→
C48BRIGHTON SECURITIES CORP.
CRD 3875
NY$931.0M31Wells Fargo→
C46MWMG ADVISORS, LLC
CRD 338376
NY$40.0M2LPL Financial→
C43FLYNN ZITO CAPITAL MANAGEMENT, LLC
CRD 152689
NY$773.9M7LPL Financial→
C43WELLSPRING WEALTH MANAGEMENT LLC
CRD 134834
GA$584.8M5LPL Financial→
C43PROSPECT FINANCIAL SERVICES LLC
CRD 314154
NY$431.0M9LPL Financial→
C41FOUR POINTS ADVISORS, LLC
CRD 171720
NY$40.0M11Wells Fargo→
C41THE PITTI GROUP WEALTH MANAGEMENT, LLC
CRD 314685
NY$374.3M4Wells Fargo→
C39ASPEN RENEWABLE INVESTMENTS, L.L.C.
CRD 334812
NY$868.4M—Wells Fargo→
C39ROCKLINE WEALTH MANAGEMENT LLC
CRD 324004
NY$749.6M4LPL Financial→
C38NORTHCAPE WEALTH MANAGEMENT, LLC
CRD 312350
NY$706.1M4Wells Fargo→
C38GLOBALT INVESTMENTS LLC
CRD 328039
GA$3.02B12LPL Financial→
C38PINNACLE CAPITAL MANAGEMENT, LLC
CRD 141661
NY$300.5M—Wells Fargo→
C37MA ASSET MANAGEMENT, LLC
CRD 283673
NY$257.7M—Wells Fargo→
C37PING CAPITAL MANAGEMENT, INC.
CRD 308358
NY$482.2M—Wells Fargo→
C37ESTABROOK CAPITAL MANAGEMENT LLC
CRD 128856
NY$933.3M4Wells Fargo→
C36THE JENKINS FINANCIAL GROUP, INC.
CRD 125941
GA$270.1M3LPL Financial→
C35MADISON INTERNATIONAL REALTY HOLDINGS, LLC
CRD 158165
NY$6.31B—Wells Fargo→
C35HOLISTIC WEALTH ADVISORS
CRD 332918
NY$278.7M7LPL Financial→
C35ALESCO ADVISORS, LLC, AN ESL COMPANY
CRD 339091
NY$5.61B13LPL Financial→
C34GALAXY INVESTMENT MANAGEMENT, LLC
CRD 281589
NY$323.8M—Wells Fargo→
C32C-III INVESTMENT MANAGEMENT LLC
CRD 156553
NY$2.47B—Wells Fargo→
C32SETPOINT MANAGEMENT LLC
CRD 328702
NY$835.1M—Wells Fargo→
C31FOREST INVESTMENT ASSOCIATES L.P.
CRD 110163
GA$5.24B—Wells Fargo→
C31HAMILTON CAPITAL PARTNERS, LLC
CRD 314344
GA$444.0M2LPL Financial→
C30MPWM ADVISORY SOLUTIONS LLC
CRD 169885
GA$326.9M16LPL Financial→
C29FLEXSTONE PARTNERS, LLC
CRD 147353
NY$5.30B—Wells Fargo→
C29COURIER CAPITAL, LLC
CRD 282485
NY$3.59B13LPL Financial→
C28GER LOFTIN WEALTH ADVISORS, LLC
CRD 305359
GA$344.5M6LPL Financial→
C28MARSHALL + STERLING WEALTH ADVISORS, INC.
CRD 164345
NY$1.59B9LPL Financial→
C28MEDALIST PARTNERS LP
CRD 292747
NY$2.44B—Wells Fargo→
C27BLACKSTONE MULTI-ASSET ADVISORS L.L.C.
CRD 171640
NY$8.54B—Wells Fargo→
C27TERRA REIT ADVISORS, LLC
CRD 290571
NY$1.44B—Wells Fargo→
C27EQUITY INVESTMENT CORPORATION
CRD 283930
GA$3.51B16Wells Fargo→
C27EQUITABLE ADVISORS, LLC
CRD 6627
NY$42.48B50LPL Financial→
C27BLACKSTONE STRATEGIC CAPITAL ADVISORS, L.L.C.
CRD 165796
NY$15.57B—Wells Fargo→
C27OMERS INFRASTRUCTURE US LIMITED
CRD 170309
NY$17.83B—Wells Fargo→
C27HILTON CAPITAL MANAGEMENT, LLC
CRD 116357
NY$3.16B7Wells Fargo→