SourcingSourcing
Filters6▾
65 firms
ActiveState: MA×State: NC×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→
B53PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
CRD 150266
NC$136.2M2LPL Financial→
B50SUMMIT PARTNERS CREDIT ADVISORS, L.P.
CRD 153195
MA$419.0M—Wells Fargo→
C50SHEPHERD FINANCIAL PARTNERS, LLC
CRD 169093
MA$1.38B8LPL Financial→
C49INDEPENDENT WEALTH ADVISORS, LLC
CRD 328786
NC$195.3M4LPL 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→
C45PROSPECT HILL GROWTH PARTNERS, L.P.
CRD 171462
MA$310.6M—Wells Fargo→
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→
C39EATON VANCE MANAGEMENT
CRD 104859
MA$97.02B50Morgan Stanley→
C39ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
CRD 316736
MA$532.9M5Wells Fargo→
C39ALLSPRING FUNDS MANAGEMENT, LLC
CRD 110841
NC$324.65B50LPL Financial→
C38THREE MAGNOLIAS FINANCIAL ADVISORS, LLC
CRD 114471
NC$487.1M5Wells Fargo→
C38ATWATER WEALTH MANAGEMENT, INC.
CRD 172749
MA$248.2M2LPL Financial→
C36NAPLES ASSET MANAGEMENT CO., LLC
CRD 133978
NC$361.8M12LPL Financial→
C36SQUARE CIRCLE IA LP
CRD 312718
MA$448.9M—Morgan Stanley→
C35TA REALTY LLC
CRD 108586
MA$1.48B—Wells Fargo→
C32TRADEWINDS, LLC
CRD 316415
NC$659.4M10Wells Fargo→
C31FOUNDERS FINANCIAL ALLIANCE, LLC
CRD 173011
NC$1.19B31LPL Financial→
C31THORNTREE CAPITAL PARTNERS LP
CRD 283643
MA$955.3M—Morgan Stanley→
C30ROCKPOINT GROUP, L.L.C.
CRD 156630
MA$13.04B—Wells Fargo→
C30WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.
CRD 146990
MA$24.40B1Morgan Stanley→
C28GOODMAN ADVISORY GROUP, LLC
CRD 285637
MA$415.5M6LPL Financial→
C28TOTAL SOLUTIONS ENTERPRISE LLC
CRD 318036
NC$305.0M8LPL Financial→
C28HALIFAX INVESTMENT MANAGEMENT, L.L.C.
CRD 152789
NC$1.90B—Folio Institutional→
C28HILL CITY CAPITAL LP
CRD 306709
MA$4.86B—Morgan Stanley→
C27BELL PARTNERS INVESTMENT MANAGER, LLC
CRD 329611
NC$6.12B—Folio Institutional→
C27INDEPENDENT ADVISOR ALLIANCE, LLC
CRD 168267
NC$17.23B50LPL Financial→
C26CC MANAGEMENT GP, LLC
CRD 168693
NC$1.39B—Wells Fargo→
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→
C25GLOBAL ENDOWMENT MANAGEMENT, LP
CRD 157772
NC$12.88B—Folio Institutional→
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→
C24GRANVILLE CAPITAL, INC.
CRD 126679
NC$1.37B5Morgan Stanley→
C23ABSHER WEALTH MANAGEMENT, LLC
CRD 304642
NC$1.26B7Wells Fargo→