SourcingSourcing
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15 firms
ActiveState: VA×State: TN×Custodian: Morgan Stanley×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
C50STRATEGIC ADVISORY SERVICES, LLC
CRD 287984
TN$201.2M8LPL Financial→
C47CALDWELL ADVISORS, LLC
CRD 144408
TN$351.4M6LPL Financial→
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→
C34KNOX WEALTH PARTNERS ADVISORY, LLC
CRD 288580
TN$272.9M7LPL 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→
C25NORTHWEST FINANCIAL ADVISORS LLC
CRD 166769
VA$1.24B19LPL Financial→
C24NAVIMED CAPITAL ADVISORS, LLC
CRD 169508
VA$904.9M—Morgan Stanley→
C23INVESTURE, LLC
CRD 130099
VA$38.52B1Morgan Stanley→
C20TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC
CRD 160321
TN$1.19B23LPL Financial→
C15LEGACY WEALTH MANAGEMENT GROUP, INC.
CRD 322235
VA$289.8M7LPL Financial→