SourcingSourcing
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8 firms
ActiveState: CT×State: VA×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
C44EXCEL WEALTH MANAGEMENT, LLC
CRD 299602
CT$310.5M5LPL Financial→
C38PARAGON FINANCIAL SERVICES
CRD 164832
VA$383.7M3LPL Financial→
C37COLONIAL RIVER INVESTMENTS, LLC
CRD 284839
VA$464.4M8LPL Financial→
C33WARNER GROUP LLC
CRD 334877
CT$458.5M8LPL Financial→
C32BUCHANAN WEALTH MANAGEMENT, LLC
CRD 316629
VA$212.0M2LPL Financial→
C30BUTTONWOOD WEALTH, LLC
CRD 305896
VA$425.3M6LPL Financial→
C25NORTHWEST FINANCIAL ADVISORS LLC
CRD 166769
VA$1.24B19LPL Financial→
C15LEGACY WEALTH MANAGEMENT GROUP, INC.
CRD 322235
VA$289.8M7LPL Financial→