SourcingSourcing
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95 firms
ActiveState: MA×State: FL×Custodian: Morgan Stanley×Custodian: Folio Institutional×Custodian: LPL Financial×Custodian: Wells Fargo×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→
B59MFP FINANCIAL SERVICES, LLC
CRD 331681
FL$361.0M3LPL Financial→
B58ATLANTIC FAMILY WEALTH, LLC
CRD 171062
FL$210.1M2LPL Financial→
B50SUMMIT PARTNERS CREDIT ADVISORS, L.P.
CRD 153195
MA$419.0M—Wells Fargo→
C50SHEPHERD FINANCIAL PARTNERS, LLC
CRD 169093
MA$1.38B8LPL Financial→
C50LANDMARK INVESTMENT PARTNERS, L.P.
CRD 329543
FL$124.9M—Morgan Stanley→
C49ROTHWELL INVESTMENT ADVISORS LLC
CRD 337504
MA$187.7M3LPL Financial→
C49NILES INVESTMENT MANAGEMENT, LLC
CRD 329384
FL$185.5M1Morgan Stanley→
C49OBION CAPITAL MANAGEMENT LP
CRD 329954
FL$129.0M—Morgan Stanley→
C49ALGORITHMIC INVESTMENT MODELS, LLC
CRD 306354
MA$87.8M7LPL Financial→
C49NAPIER FINANCIAL, LLC
CRD 336725
MA$550.1M8LPL Financial→
C48ARSENAL VENTURE PARTNERS, INC.
CRD 160426
FL$393.8M—Morgan Stanley→
C48ANCHOR CAPITAL ADVISORS LLC
CRD 105540
MA$2.37B17LPL Financial→
C47PW ADVISORS, LLC
CRD 336499
FL$131.8M3LPL 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→
C46LYNK CAPITAL MANAGEMENT COMPANY, LLC
CRD 329038
FL$359.6M—Morgan Stanley→
C45DEUTERIUM CAPITAL MANAGEMENT, LLC
CRD 294051
FL$603.7M—Morgan Stanley→
C45PROSPECT HILL GROWTH PARTNERS, L.P.
CRD 171462
MA$310.6M—Wells Fargo→
C45TREMBLANT CAPITAL LP
CRD 138743
FL$744.6M—Morgan Stanley→
C44LEEWARD INVESTMENTS, LLC
CRD 312557
MA$2.87B2LPL Financial→
C44JACKSONVILLE WEALTH MANAGEMENT, LLC
CRD 309312
FL$533.5M5LPL Financial→
C43CYCAP PARTNERS, LLC
CRD 335347
FL$143.2M4LPL Financial→
C42OCTOGONE NA, LLC
CRD 322478
FL$469.7M1Morgan Stanley→
C42WINTHROP ADVISORY GROUP, LLC
CRD 288178
MA$3.10B27LPL Financial→
C41FLAGSHIP PRIVATE WEALTH, LLC
CRD 175277
MA$447.2M4LPL Financial→
C41MELODEON CAPITAL PARTNERS, LP
CRD 300896
FL$340.6M—Wells Fargo→
C41IBEX WEALTH ADVISORS, LLC
CRD 168674
FL$1.28B8LPL Financial→
C40WALSH & ASSOCIATES, LLC
CRD 144441
FL$827.7M9LPL Financial→
C40FLAGSHIP HARBOR ADVISORS, LLC
CRD 155733
MA$3.42B50LPL Financial→
C39EATON VANCE MANAGEMENT
CRD 104859
MA$97.02B50Morgan Stanley→
C39ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
CRD 316736
MA$532.9M5Wells Fargo→
C39WEALTH ADVISORS OF TAMPA BAY LLC
CRD 162724
FL$456.8M4LPL Financial→
C38ATWATER WEALTH MANAGEMENT, INC.
CRD 172749
MA$248.2M2LPL Financial→
C37SANCHEZ WEALTH MANAGEMENT GROUP, LLC
CRD 169274
FL$571.2M3LPL Financial→
C37CAPITAL Z PARTNERS MANAGEMENT, LLC
CRD 157048
FL$1.94B—Morgan Stanley→
C36PSI ADVISORS, LLC
CRD 285880
FL$800.9M11LPL Financial→
C36SQUARE CIRCLE IA LP
CRD 312718
MA$448.9M—Morgan Stanley→
C35ENCORE HOUSING OPPORTUNITY FUND INVESTMENT MANAGER, LLC
CRD 159393
FL$679.5M—Wells Fargo→
C35TA REALTY LLC
CRD 108586
MA$1.48B—Wells Fargo→
C34CORRY CAPITAL ADVISORS, LLC
CRD 165403
FL$2.01B—Wells Fargo→
C34RD LEWIS HOLDINGS, INC.
CRD 156073
FL$256.8M2LPL Financial→
C33FOREST AVENUE CAPITAL MANAGEMENT LP
CRD 321948
FL$2.41B—Morgan Stanley→
C32SUN CAPITAL ADVISORS, L.P.
CRD 155109
FL$5.84B—Wells Fargo→
C31THORNTREE CAPITAL PARTNERS LP
CRD 283643
MA$955.3M—Morgan Stanley→
C31NORTHAMPTON CAPITAL PARTNERS LLC
CRD 329072
FL$1.31B—Folio Institutional→
C30ROCKPOINT GROUP, L.L.C.
CRD 156630
MA$13.04B—Wells Fargo→