SourcingSourcing
Filters6▾
48 firms
ActiveState: MA×State: IN×Custodian: Morgan Stanley×Custodian: Folio Institutional×Custodian: LPL Financial×Custodian: Equity Trust×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65BUTTERWORTH FINANCIAL LLC
CRD 325026
MA$103.3M1LPL Financial→
B62DAVID P. GILLIAM & ASSOCIATES, INC.
CRD 285515
IN$186.7M3LPL Financial→
B61THE SHER WEALTH MANAGEMENT GROUP, INC.
CRD 172369
MA$145.6M2LPL Financial→
B60ORVIETO PARTNERS, L.P.
CRD 313475
MA$179.6M—Morgan Stanley→
B58FINANCIAL CONSULTANTS & ADVISORY CORPORATION
CRD 113390
IN$333.1M14LPL Financial→
C50SHEPHERD FINANCIAL PARTNERS, LLC
CRD 169093
MA$1.38B8LPL Financial→
C49ROTHWELL INVESTMENT ADVISORS LLC
CRD 337504
MA$187.7M3LPL Financial→
C49ALGORITHMIC INVESTMENT MODELS, LLC
CRD 306354
MA$87.8M7LPL Financial→
C49NAPIER FINANCIAL, LLC
CRD 336725
MA$550.1M8LPL Financial→
C48ANCHOR CAPITAL ADVISORS LLC
CRD 105540
MA$2.37B17LPL Financial→
C47BYRNE FINANCIAL FREEDOM, LLC
CRD 167893
MA$546.4M6LPL Financial→
C46GAME CREEK CAPITAL, LP
CRD 158973
MA$329.0M—Morgan Stanley→
C46EAST BRIDGE CAPITAL MANAGEMENT LP
CRD 167207
MA$442.3M—Morgan Stanley→
C46GAP ASSET MANAGEMENT, LLC
CRD 309925
IN$287.0M—Folio Institutional→
C44LEEWARD INVESTMENTS, LLC
CRD 312557
MA$2.87B2LPL Financial→
C42WINTHROP ADVISORY GROUP, LLC
CRD 288178
MA$3.10B27LPL Financial→
C41FLAGSHIP PRIVATE WEALTH, LLC
CRD 175277
MA$447.2M4LPL Financial→
C40FLAGSHIP HARBOR ADVISORS, LLC
CRD 155733
MA$3.42B50LPL Financial→
C40PROVIDER FINANCIAL, INC.
CRD 168964
IN$304.0M2LPL Financial→
C39EATON VANCE MANAGEMENT
CRD 104859
MA$97.02B50Morgan Stanley→
C38ATWATER WEALTH MANAGEMENT, INC.
CRD 172749
MA$248.2M2LPL Financial→
C38HORIZON INVESTMENT SERVICES, LLC.
CRD 110642
IN$363.8M7LPL Financial→
C36SQUARE CIRCLE IA LP
CRD 312718
MA$448.9M—Morgan Stanley→
C32MG FINANCIAL LLC
CRD 107649
MA$1.13B3Equity Trust→
C31THORNTREE CAPITAL PARTNERS LP
CRD 283643
MA$955.3M—Morgan Stanley→
C30WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.
CRD 146990
MA$24.40B1Morgan Stanley→
C29CVFG LLC
CRD 325310
IN$1.15B11LPL Financial→
C28GOODMAN ADVISORY GROUP, LLC
CRD 285637
MA$415.5M6LPL Financial→
C28HILL CITY CAPITAL LP
CRD 306709
MA$4.86B—Morgan Stanley→
C26WHALE ROCK CAPITAL MANAGEMENT LLC
CRD 140746
MA$12.97B—Morgan Stanley→
C26BERKSHIRE PARTNERS LLC
CRD 160675
MA$29.00B—Morgan Stanley→
C26PSG EQUITY L.L.C.
CRD 295103
MA$30.18B—Folio Institutional→
C26STRENGTHENING FAMILIES & COMMUNITIES, LLC
CRD 282573
MA$610.0M11LPL Financial→
C25POLARIS GROWTH MANAGEMENT, LLC
CRD 297431
MA$4.22B—Morgan Stanley→
C25SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC
CRD 175100
MA$4.62B—Morgan Stanley→
C25ATREIDES MANAGEMENT, LP
CRD 301152
MA$8.94B—Morgan Stanley→
C24BOSTON MANAGEMENT AND RESEARCH
CRD 104853
MA$154.73B—Morgan Stanley→
C23TENSOR EDGE CAPITAL, LLC
CRD 335633
MA$584.8M—Morgan Stanley→
C22ALTA WEALTH ADVISORS LLC
CRD 293675
MA$664.6M12LPL Financial→
C22HIGHVISTA STRATEGIES LLC
CRD 155759
MA$9.10B—Morgan Stanley→
C22GHISALLO CAPITAL MANAGEMENT LLC
CRD 309856
MA$4.89B—Morgan Stanley→
C21NCP GROUP, LP
CRD 293803
MA$1.78B—Folio Institutional→
C20HOWLAND CAPITAL MANAGEMENT LLC
CRD 104726
MA$3.74B11Folio Institutional→
C20CORWIN COMPANY LLC
CRD 285657
IN—1LPL Financial→
C19CALLODINE CAPITAL MANAGEMENT, LP
CRD 297115
MA$2.03B—Morgan Stanley→
C19EVENTIDE ASSET MANAGEMENT, LLC
CRD 147110
MA$7.38B1Morgan Stanley→
C14FLYBRIDGE CAPITAL PARTNERS
CRD 161961
MA——Morgan Stanley→
C13FLOWPOINT CAPITAL PARTNERS, LP
CRD 281965
MA——Morgan Stanley→