SourcingSourcing
Filters6▾
71 firms
ActiveState: MA×State: CT×Custodian: Morgan Stanley×Custodian: Folio Institutional×Custodian: LPL Financial×Custodian: Hilltop Securities×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65BUTTERWORTH FINANCIAL LLC
CRD 325026
MA$103.3M1LPL Financial→
B61THE SHER WEALTH MANAGEMENT GROUP, INC.
CRD 172369
MA$145.6M2LPL Financial→
B60ORVIETO PARTNERS, L.P.
CRD 313475
MA$179.6M—Morgan Stanley→
B59PERRYRIDGE CAPITAL LP
CRD 331781
CT$226.6M—Morgan Stanley→
B53SARISSA CAPITAL MANAGEMENT LP
CRD 167244
CT$298.3M—Morgan Stanley→
C50ENDEAVOUR CAPITAL ADVISORS INC.
CRD 137689
CT$602.7M—Morgan Stanley→
C50SHEPHERD FINANCIAL PARTNERS, LLC
CRD 169093
MA$1.38B8LPL Financial→
C49ROTHWELL INVESTMENT ADVISORS LLC
CRD 337504
MA$187.7M3LPL Financial→
C49FAIRVIEW CONSTITUTION MANAGEMENT IV LLC
CRD 159304
CT$139.8M—Morgan Stanley→
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→
C44CAT ROCK CAPITAL MANAGEMENT LP
CRD 268817
CT$968.5M—Morgan Stanley→
C44LEEWARD INVESTMENTS, LLC
CRD 312557
MA$2.87B2LPL Financial→
C44EXCEL WEALTH MANAGEMENT, LLC
CRD 299602
CT$310.5M5LPL Financial→
C44WATCHTOWER ADVISORS, LP
CRD 299887
CT$289.5M—Morgan Stanley→
C42CHILTON INVESTMENT COMPANY, INC.
CRD 120107
CT$1.32B—Morgan Stanley→
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→
C39EATON VANCE MANAGEMENT
CRD 104859
MA$97.02B50Morgan Stanley→
C39MANATUCK HILL PARTNERS, LLC
CRD 160689
CT$628.6M—Morgan Stanley→
C38ATWATER WEALTH MANAGEMENT, INC.
CRD 172749
MA$248.2M2LPL Financial→
C38COVE VIEW INVESTMENT PARTNERS, LLC
CRD 339631
CT$0—Morgan Stanley→
C36SQUARE CIRCLE IA LP
CRD 312718
MA$448.9M—Morgan Stanley→
C35AQR ARBITRAGE, LLC
CRD 114626
CT$4.38B—Morgan Stanley→
C34ARARAT CAPITAL MANAGEMENT LP
CRD 291783
CT$358.6M—Morgan Stanley→
C33WARNER GROUP LLC
CRD 334877
CT$458.5M8LPL Financial→
C31THORNTREE CAPITAL PARTNERS LP
CRD 283643
MA$955.3M—Morgan Stanley→
C31NORTHERN RIGHT CAPITAL MANAGEMENT, L.P.
CRD 133046
CT$552.8M—Morgan Stanley→
C31CLINTON INVESTMENT MANAGEMENT, LLC
CRD 143599
CT$3.91B11Morgan Stanley→
C31IRON TRIANGLE PARTNERS LP
CRD 302077
CT$1.05B—Morgan Stanley→
C31MANGROVE PARTNERS IM, LLC
CRD 162296
CT$2.71B—Morgan Stanley→
C30FAIRVIEW CAPITAL PARTNERS, LLC
CRD 161258
CT$2.49B—Morgan Stanley→
C30WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.
CRD 146990
MA$24.40B1Morgan Stanley→
C29TRGP INVESTMENT PARTNERS, LP
CRD 305563
CT$726.8M—Morgan Stanley→
C28BROOKSIDE EQUITY PARTNERS LLC
CRD 164429
CT$1.45B—Folio Institutional→
C28GOODMAN ADVISORY GROUP, LLC
CRD 285637
MA$415.5M6LPL Financial→
C28ATLANTIC STREET CAPITAL MANAGEMENT, LLC
CRD 161107
CT$1.61B—Morgan Stanley→
C28PARSIFAL CAPITAL MANAGEMENT, LP
CRD 299858
CT$1.69B—Morgan Stanley→
C28HILL CITY CAPITAL LP
CRD 306709
MA$4.86B—Morgan Stanley→
C28LYKOS GLOBAL MANAGEMENT, LP
CRD 329441
CT$1.38B—Morgan Stanley→
C26VIKING GLOBAL INVESTORS LP
CRD 132272
CT$78.20B—Morgan Stanley→
C26WHALE ROCK CAPITAL MANAGEMENT LLC
CRD 140746
MA$12.97B—Morgan Stanley→
C26CATTERTON MANAGEMENT COMPANY, L.L.C.
CRD 157428
CT$30.90B—Folio Institutional→
C26BERKSHIRE PARTNERS LLC
CRD 160675
MA$29.00B—Morgan Stanley→
C26PSG EQUITY L.L.C.
CRD 295103
MA$30.18B—Folio Institutional→