SourcingSourcing
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24 firms
ActiveState: OR×State: WA×State: MN×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65PSC FINANCIAL LLC
CRD 172054
MN$135.1M2LPL Financial→
B62JMK & ASSOCIATES, LLC
CRD 312760
WA$268.4M1LPL Financial→
B62KOOB WEALTH MANAGEMENT, LLC
CRD 154830
MN$171.8M1LPL Financial→
B59LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT
CRD 335660
WA$142.0M1LPL Financial→
B55NORTHWEST WEALTH ADVISORS, LLC
CRD 327641
WA$304.5M6LPL Financial→
B53917 ADVISORY SERVICES LLC
CRD 331476
WA$167.5M3LPL Financial→
B51VPWM ADVISORS, LLC
CRD 167886
MN$326.6M15LPL Financial→
B51PREISZ ASSOCIATES, INC.
CRD 144469
OR$701.7M9LPL Financial→
B50DSG CAPITAL ADVISORS, LLC
CRD 332056
MN$780.3M7LPL Financial→
C47NEWBORE WEALTH MANAGEMENT, INC.
CRD 306441
OR$200.0M2LPL Financial→
C47IWEALTH FINANCIAL, LLC
CRD 329980
MN$311.6M6LPL Financial→
C47ROCK CREEK WEALTH MANAGEMENT, LLC
CRD 336666
OR$101.1M3LPL Financial→
C46CARLSON FINANCIAL, INC.
CRD 335831
OR$318.0M4LPL Financial→
C45AXIOM WEALTH STRATEGIES, LLC
CRD 313124
OR$124.7M2LPL Financial→
C41CROSS FINANCIAL ADVISORS, LLC
CRD 287686
OR$481.8M11LPL Financial→
C40SUMMIT INVESTMENT ADVISORY SERVICES, LLC
CRD 168594
MN$745.8M8LPL Financial→
C40360 FINANCIAL, INC.
CRD 168600
MN$700.5M10LPL Financial→
C39BOONE WEALTH ADVISORS, LLC
CRD 116682
WA$506.8M4LPL Financial→
C35SNIDER RETIREMENT STRATEGIES, INC.
CRD 117392
WA$549.7M9LPL Financial→
C31BENSLER, LLC
CRD 310849
WA$1.94B32LPL Financial→
C29FELLOWSHIP FINANCIAL PLANNING, LLC
CRD 330347
WA$465.3M6LPL Financial→
C25STRATEGIC WEALTH GROUP REGISTERED INVESTMENT ADVISOR, LLC
CRD 284430
MN$1.54B24LPL Financial→
C22TRUEWEALTH FINANCIAL PARTNERS, LLC
CRD 316079
WA$273.7M5LPL Financial→
C17INVESCO MANAGED ACCOUNTS, LLC
CRD 154461
WA$31.28B16LPL Financial→