SourcingSourcing
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11 firms
ActiveState: CT×State: NC×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
B53PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
CRD 150266
NC$136.2M2LPL Financial→
C49INDEPENDENT WEALTH ADVISORS, LLC
CRD 328786
NC$195.3M4LPL Financial→
C44EXCEL WEALTH MANAGEMENT, LLC
CRD 299602
CT$310.5M5LPL Financial→
C39ALLSPRING FUNDS MANAGEMENT, LLC
CRD 110841
NC$324.65B50LPL Financial→
C36NAPLES ASSET MANAGEMENT CO., LLC
CRD 133978
NC$361.8M12LPL Financial→
C33WARNER GROUP LLC
CRD 334877
CT$458.5M8LPL Financial→
C31FOUNDERS FINANCIAL ALLIANCE, LLC
CRD 173011
NC$1.19B31LPL Financial→
C28TOTAL SOLUTIONS ENTERPRISE LLC
CRD 318036
NC$305.0M8LPL Financial→
C27INDEPENDENT ADVISOR ALLIANCE, LLC
CRD 168267
NC$17.23B50LPL Financial→
C21ASANA PARTNERS, LP
CRD 284477
NC$8.35B—LPL Financial→
C18PREMIER FINANCIAL SERVICES OF NORTH CAROLINA
CRD 281502
NC——LPL Financial→