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12 firms
ActiveState: MI×State: VA×Custodian: Morgan Stanley×Custodian: Shareholders Service Group×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
B64HERITAGE WEALTH MANAGEMENT GROUP, LTD
CRD 148459
VA$152.2M3Altruist→
C47GRAETZ WEALTH, LLC
CRD 317857
MI$158.2M3Altruist→
C43THE ABBIT MANAGEMENT CORP
CRD 110507
MI$252.3M3Altruist→
C39STURMAN WEALTH ADVISORS, LLC
CRD 331560
VA$116.4M2Altruist→
C39CORNERSTONE WEALTH PARTNERS, LLC
CRD 146602
MI$145.9M10Altruist→
C38CROW'S NEST HOLDINGS LP
CRD 316652
VA$636.6M—Morgan Stanley→
C31LOWE, BROCKENBROUGH & COMPANY, INC.
CRD 105142
VA$5.49B16Morgan Stanley→
C30COLUMBIA CAPITAL, L.P.
CRD 159616
VA$9.10B—Morgan Stanley→
C24EVOLUTION ADVISERS, INC.
CRD 149615
VA$337.2M5Altruist→
C24NAVIMED CAPITAL ADVISORS, LLC
CRD 169508
VA$904.9M—Morgan Stanley→
C23INVESTURE, LLC
CRD 130099
VA$38.52B1Morgan Stanley→
C22RANGE ADVISORY, LLC
CRD 321969
VA$653.9M33Altruist→