SourcingSourcing
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56 firms
ActiveState: MA×State: PA×Custodian: Morgan Stanley×Custodian: Folio Institutional×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65BUTTERWORTH FINANCIAL LLC
CRD 325026
MA$103.3M1LPL Financial→
B62IFS GROUP, LLC
CRD 328774
PA$240.0M6LPL Financial→
B61THE SHER WEALTH MANAGEMENT GROUP, INC.
CRD 172369
MA$145.6M2LPL Financial→
B60ORVIETO PARTNERS, L.P.
CRD 313475
MA$179.6M—Morgan Stanley→
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→
C48SUMMIT GROUP RETIREMENT PLANNERS, INC.
CRD 169823
PA$302.3M3LPL Financial→
C47HAPANOWICZ & ASSOCIATES FINANCIAL SERVICES, INC.
CRD 157523
PA$622.3M6LPL 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→
C44LEEWARD INVESTMENTS, LLC
CRD 312557
MA$2.87B2LPL Financial→
C42FOX FINANCIAL, INC.
CRD 319679
PA$271.8M5LPL Financial→
C42JACOBI CAPITAL MANAGEMENT, LLC
CRD 147663
PA$2.64B30LPL Financial→
C42WINTHROP ADVISORY GROUP, LLC
CRD 288178
MA$3.10B27LPL Financial→
C41FLAGSHIP PRIVATE WEALTH, LLC
CRD 175277
MA$447.2M4LPL Financial→
C40INVARIANT INVESTMENT MANAGEMENT LLC
CRD 168772
PA$182.7M6LPL Financial→
C40FLAGSHIP HARBOR ADVISORS, LLC
CRD 155733
MA$3.42B50LPL Financial→
C39EATON VANCE MANAGEMENT
CRD 104859
MA$97.02B50Morgan Stanley→
C38ATWATER WEALTH MANAGEMENT, INC.
CRD 172749
MA$248.2M2LPL Financial→
C38CIM INVESTMENT MANAGEMENT INC
CRD 106292
PA$1.28B—Morgan Stanley→
C38CAPSTONE WEALTH MANAGEMENT GROUP, LLC
CRD 284547
PA$356.1M6LPL Financial→
C38HENDERSON BROTHERS FINANCIAL PARTNERS LLC
CRD 333732
PA$406.8M19LPL Financial→
C36SQUARE CIRCLE IA LP
CRD 312718
MA$448.9M—Morgan Stanley→
C34NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST
CRD 105390
PA$164.32B50LPL Financial→
C33THREE CORD TRUE WEALTH MANAGEMENT, LLC
CRD 307480
PA$317.9M6LPL Financial→
C31THORNTREE CAPITAL PARTNERS LP
CRD 283643
MA$955.3M—Morgan Stanley→
C31INDEPENDENCE SQUARE HOLDINGS, LLC
CRD 300139
PA$1.83B40LPL Financial→
C30WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.
CRD 146990
MA$24.40B1Morgan Stanley→
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→
C26PATRIOT FINANCIAL MANAGER, L.P.
CRD 159818
PA$1.13B—Morgan Stanley→
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→
C22MORGAN STANLEY AIP GP LP
CRD 117050
PA$40.85B—Morgan Stanley→
C22HIGHVISTA STRATEGIES LLC
CRD 155759
MA$9.10B—Morgan Stanley→
C22LOVELL MINNICK PARTNERS LLC
CRD 156494
PA$5.21B—Folio Institutional→
C22ARGOSY CAPITAL GROUP, LLC
CRD 160212
PA$3.74B—Morgan Stanley→
C22GHISALLO CAPITAL MANAGEMENT LLC
CRD 309856
MA$4.89B—Morgan Stanley→