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782 firms
ActiveCustodian: Morgan Stanley×Custodian: Folio Institutional×Custodian: LPL Financial×Custodian: Equity Trust×clear all
ScoreFirmStateAUMAdvisorsCustodian
A75SERAPHIM CAPITAL MANAGEMENT, LLC
CRD 170976
—$63.0M1LPL Financial→
A75ARBOR FINANCIAL SERVICES, LLC
CRD 150713
IL$122.2M4LPL Financial→
A72LEIBMAN FINANCIAL SERVCES, INC.
CRD 323120
NE$173.1M5LPL Financial→
A68DAVINCI FINANCIAL DESIGNS LLC
CRD 163362
SC$222.8M5LPL Financial→
A67GALLO PARTNERS LP
CRD 329774
NJ$179.0M—Morgan Stanley→
A66NICH CAPITAL PARTNERS, INC.
CRD 159260
—$148.0M2LPL Financial→
A65RS ASSET MANAGEMENT, LLC
CRD 157768
CO$107.2M2LPL Financial→
A65PSC FINANCIAL LLC
CRD 172054
MN$135.1M2LPL Financial→
A65WRIGHT WEALTH STRATEGIES, LLC
CRD 304289
CA$127.2M1LPL Financial→
A65ENDURING WEALTH ADVISORS, LLC
CRD 323320
CA$122.8M3LPL Financial→
A65BUTTERWORTH FINANCIAL LLC
CRD 325026
MA$103.3M1LPL Financial→
B64DELPHI MANAGEMENT INC
CRD 106042
—$116.7M—Morgan Stanley→
B64WJ WEALTH MANAGEMENT, LLC
CRD 170181
AZ$261.5M2LPL Financial→
B63NET RETURN ASSET MANAGEMENT LLC
CRD 159895
NY$803.3M—Morgan Stanley→
B63TOTEM POINT MANAGEMENT, LLC
CRD 169824
NY$144.2M—Morgan Stanley→
B63CLEARFIELD CAPITAL MANAGEMENT LP
CRD 174981
NY$240.2M—Morgan Stanley→
B62JMK & ASSOCIATES, LLC
CRD 312760
WA$268.4M1LPL Financial→
B62IFS GROUP, LLC
CRD 328774
PA$240.0M6LPL Financial→
B62KOOB WEALTH MANAGEMENT, LLC
CRD 154830
MN$171.8M1LPL Financial→
B62SPINOSA WEALTH MANAGEMENT GROUP, LLC
CRD 170903
LA$191.4M2LPL Financial→
B62DAVID P. GILLIAM & ASSOCIATES, INC.
CRD 285515
IN$186.7M3LPL Financial→
B61KEITH HAMILTON, INC.
CRD 155865
CA$188.9M2LPL Financial→
B61THE SHER WEALTH MANAGEMENT GROUP, INC.
CRD 172369
MA$145.6M2LPL Financial→
B61HARDY & HARDY CO LLC
CRD 145088
OH$269.4M2LPL Financial→
B60PRIVATE EQUITY INVESTORS, INC
CRD 160559
NY$85.4M—Folio Institutional→
B60CANDELO CAPITAL MANAGEMENT LP
CRD 307389
NY$178.1M—Morgan Stanley→
B60ORVIETO PARTNERS, L.P.
CRD 313475
MA$179.6M—Morgan Stanley→
B60OWLHOUSE CAPITAL LP
CRD 328210
NY$145.6M—Morgan Stanley→
B60MARK J SNYDER FINANCIAL SERVICES INC
CRD 106425
NY$382.0M7Morgan Stanley→
B59WAZEE STREET CAPITAL MANAGEMENT LLC
CRD 159165
CO$203.4M—Folio Institutional→
B59PERRYRIDGE CAPITAL LP
CRD 331781
CT$226.6M—Morgan Stanley→
B59MORGAN RIO CAPITAL MANAGEMENT, LLC
CRD 162500
NY$338.7M—Morgan Stanley→
B59NANTUCKET MULTI MANAGERS, LLC
CRD 129024
MI$260.2M—LPL Financial→
B59RSW INVESTMENTS HOLDINGS, LLC
CRD 302023
NJ$2.30B2Morgan Stanley→
B59MFP FINANCIAL SERVICES, LLC
CRD 331681
FL$361.0M3LPL Financial→
B597 STREETS FINANCIAL, LLC
CRD 282577
CA$88.4M—LPL Financial→
B59OMNI FINANCIAL LLC
CRD 314670
WI$116.9M1LPL Financial→
B59LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT
CRD 335660
WA$142.0M1LPL Financial→
B58JAYKAY WEALTH ADVISORS, INC.
CRD 170192
TX$173.8M3LPL Financial→
B58KINGSFORD CAPITAL MANAGEMENT, LLC
CRD 161445
CA$127.0M—Morgan Stanley→
B58CRESCENT PARK MANAGEMENT, L.P.
CRD 172326
CA$234.4M—Morgan Stanley→
B58FINANCIAL CONSULTANTS & ADVISORY CORPORATION
CRD 113390
IN$333.1M14LPL Financial→
B58FLIGHT DECK CAPITAL, LP
CRD 311353
CA$358.7M—Morgan Stanley→
B58ATLANTIC FAMILY WEALTH, LLC
CRD 171062
FL$210.1M2LPL Financial→
B57MURPHY WEALTH MANAGEMENT GROUP, INC.
CRD 277161
NY$251.9M3LPL Financial→
B57AREX CAPITAL MANAGEMENT, LP
CRD 289595
NY$99.4M—Morgan Stanley→
B57INVESTMENT MANAGEMENT & PLANNING LLC
CRD 146041
DE$238.8M3LPL Financial→
B57BAZIS PRIVATE WEALTH, LLC
CRD 148605
NE$244.1M4LPL Financial→
B57MASUS FINANCIAL GROUP, LTD.
CRD 174339
IL$190.6M3LPL Financial→
B57WIREGRASS INVESTMENT MANAGEMENT LLC
CRD 284608
GA$159.7M1LPL Financial→