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55 firms
ActiveState: MA×State: CO×State: NJ×Custodian: Morgan Stanley×Custodian: Wells Fargo×Custodian: Interactive Brokers×clear all
ScoreFirmStateAUMAdvisorsCustodian
A67GALLO PARTNERS LP
CRD 329774
NJ$179.0M—Morgan Stanley→
B60ORVIETO PARTNERS, L.P.
CRD 313475
MA$179.6M—Morgan Stanley→
B59RSW INVESTMENTS HOLDINGS, LLC
CRD 302023
NJ$2.30B2Morgan Stanley→
B56GRAND SLAM ASSET MANAGEMENT, LLC
CRD 161122
NJ$35.0M—Wells Fargo→
B50SUMMIT PARTNERS CREDIT ADVISORS, L.P.
CRD 153195
MA$419.0M—Wells Fargo→
B50CAMBIAR INVESTORS, LLC
CRD 115093
CO$2.92B3Morgan Stanley→
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→
C44EMERALD HILL CAPITAL PARTNERS HOLDINGS, LLC
CRD 298843
CO$476.0M—Morgan Stanley→
C44PASSAIC PARTNERS LLC
CRD 313290
NJ$2.24B—Morgan Stanley→
C40HENNION & WALSH ASSET MANAGEMENT, INC.
CRD 126236
NJ$768.8M50Wells Fargo→
C39EATON VANCE MANAGEMENT
CRD 104859
MA$97.02B50Morgan Stanley→
C39ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
CRD 316736
MA$532.9M5Wells Fargo→
C38CREDIT CAPITAL INVESTMENTS, LLC
CRD 160537
NJ$351.3M—Morgan Stanley→
C36FOUNDRY GROUP, LLC
CRD 159541
CO$3.50B—Wells Fargo→
C36SQUARE CIRCLE IA LP
CRD 312718
MA$448.9M—Morgan Stanley→
C35TA REALTY LLC
CRD 108586
MA$1.48B—Wells Fargo→
C34DIADEMA PARTNERS LP
CRD 331527
NJ$397.9M—Morgan Stanley→
C33BLUEVINE ADVISORY LLC
CRD 326599
NJ$8.9M—Morgan Stanley→
C31THORNTREE CAPITAL PARTNERS LP
CRD 283643
MA$955.3M—Morgan Stanley→
C31MIRI CAPITAL MANAGEMENT LLC
CRD 311308
MA$929.7M—Interactive Brokers→
C30ROCKPOINT GROUP, L.L.C.
CRD 156630
MA$13.04B—Wells Fargo→
C30WESTFIELD CAPITAL MANAGEMENT COMPANY, L.P.
CRD 146990
MA$24.40B1Morgan Stanley→
C29LITTLE HARBOR ADVISORS, LLC
CRD 168700
MA$242.6M1Interactive Brokers→
C29REDWOOD FINANCIAL PLANNING, LLC
CRD 291250
NJ$388.8M4Wells Fargo→
C28WOODBOURNE CAPITAL MANAGEMENT INTERNATIONAL LP
CRD 143980
CO$1.98B—Wells Fargo→
C28VERDAD ADVISERS, L.P.
CRD 171048
MA$1.18B—Interactive Brokers→
C28HILL CITY CAPITAL LP
CRD 306709
MA$4.86B—Morgan Stanley→
C27QTRON INVESTMENTS LLC
CRD 285608
MA$1.23B2Interactive Brokers→
C26WHALE ROCK CAPITAL MANAGEMENT LLC
CRD 140746
MA$12.97B—Morgan Stanley→
C26BERKSHIRE PARTNERS LLC
CRD 160675
MA$29.00B—Morgan Stanley→
C26MORGAN STANLEY INSTITUTIONAL INVESTMENT ADVISORS LLC
CRD 149122
CO$14.73B26Morgan Stanley→
C26PGIM CUSTOM HARVEST LLC
CRD 290235
NJ$6.90B—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→
C25ALTERNATIVE CAPITAL FUND MANAGEMENT LLC
CRD 311532
NJ$1.24B—Interactive Brokers→
C24BOSTON MANAGEMENT AND RESEARCH
CRD 104853
MA$154.73B—Morgan Stanley→
C24POETIC GROUP LLC
CRD 293886
NJ$802.5M—Wells Fargo→
C23TENSOR EDGE CAPITAL, LLC
CRD 335633
MA$584.8M—Morgan Stanley→
C22HIGHVISTA STRATEGIES LLC
CRD 155759
MA$9.10B—Morgan Stanley→
C22GHISALLO CAPITAL MANAGEMENT LLC
CRD 309856
MA$4.89B—Morgan Stanley→
C21DELTA-V CAPITAL, LLC
CRD 161800
CO$1.57B2Wells Fargo→
C19WATERMARK GROUP, INC.
CRD 108272
NJ$3.82B—Wells Fargo→
C19CALLODINE CAPITAL MANAGEMENT, LP
CRD 297115
MA$2.03B—Morgan Stanley→
C19EVENTIDE ASSET MANAGEMENT, LLC
CRD 147110
MA$7.38B1Morgan Stanley→
C19WALKER & DUNLOP INVESTMENT PARTNERS, INC.
CRD 165022
CO$2.70B—Wells Fargo→
C18COOK STREET CONSULTING, INC.
CRD 112829
CO——Morgan Stanley→
C17SUMMIT PARTNERS, L.P.
CRD 135271
MA$42.01B—Wells Fargo→