SourcingSourcing
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24 firms
ActiveState: MI×State: VA×State: MO×Custodian: Morgan Stanley×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
B59NANTUCKET MULTI MANAGERS, LLC
CRD 129024
MI$260.2M—LPL Financial→
B53THE YANKER GROUP, INC.
CRD 281364
MO$296.4M5LPL Financial→
B52MORMAN, KAPLAN, BRILLIANT AND FRANSKO, LLC
CRD 284251
MI$162.7M6LPL Financial→
B51HARBORFRONT FINANCIAL LLC
CRD 331763
MI$149.0M4LPL Financial→
C47KRAFT, DAVIS & ASSOCIATES, LLC
CRD 175085
MO$768.5M6LPL Financial→
C44TRUE BLUE FINANCIAL, LLC
CRD 310841
MI$271.5M4LPL Financial→
C41DIVERSIFIED FINANCIAL ADVISORS, LLC
CRD 118261
MO$585.9M4LPL Financial→
C39NINTH AVENUE CAPITAL, LP
CRD 337730
MO$536.0M—Morgan Stanley→
C38PARAGON FINANCIAL SERVICES
CRD 164832
VA$383.7M3LPL Financial→
C38CROW'S NEST HOLDINGS LP
CRD 316652
VA$636.6M—Morgan Stanley→
C37COLONIAL RIVER INVESTMENTS, LLC
CRD 284839
VA$464.4M8LPL Financial→
C36626 FINANCIAL, LLC
CRD 306474
MI$379.6M5LPL Financial→
C35MELONE PRIVATE WEALTH, LLC
CRD 311638
MI$313.2M2LPL Financial→
C32BUCHANAN WEALTH MANAGEMENT, LLC
CRD 316629
VA$212.0M2LPL Financial→
C31LOWE, BROCKENBROUGH & COMPANY, INC.
CRD 105142
VA$5.49B16Morgan Stanley→
C30COLUMBIA CAPITAL, L.P.
CRD 159616
VA$9.10B—Morgan Stanley→
C30BUTTONWOOD WEALTH, LLC
CRD 305896
VA$425.3M6LPL Financial→
C28MBM WEALTH CONSULTANTS, LLC
CRD 169091
MO$476.7M10LPL Financial→
C25CORNERSTONE WEALTH MANAGEMENT, LLC
CRD 164666
MO$4.93B50LPL Financial→
C25NORTHWEST FINANCIAL ADVISORS LLC
CRD 166769
VA$1.24B19LPL Financial→
C25CONVERGENCE FINANCIAL, LLC
CRD 304146
MO$904.0M24LPL Financial→
C24NAVIMED CAPITAL ADVISORS, LLC
CRD 169508
VA$904.9M—Morgan Stanley→
C23INVESTURE, LLC
CRD 130099
VA$38.52B1Morgan Stanley→
C15LEGACY WEALTH MANAGEMENT GROUP, INC.
CRD 322235
VA$289.8M7LPL Financial→