SourcingSourcing
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168 firms
ActiveState: MA×State: CA×Custodian: Morgan Stanley×Custodian: Wells Fargo×Custodian: Pershing×clear all
ScoreFirmStateAUMAdvisorsCustodian
A75MERRITHEW & THORSTEN, INC.
CRD 133563
CA$155.0M2Pershing→
A70O'CONNOR WEALTH MANAGEMENT, INC.
CRD 152316
CA$179.1M2Wells Fargo→
A68EMBARCADERO FINANCIAL INVESTMENT ADVISORY, LLC
CRD 140929
CA$169.8M2Pershing→
A66THE PUTNEY FINANCIAL GROUP LLC
CRD 111639
CA$205.4M6Pershing→
A65NEW ENGLAND SCHOONER, INC.
CRD 129552
MA$165.2M4Pershing→
B65TICINO WEALTH LLC
CRD 335808
CA$400.2M3Wells Fargo→
B64PHILLIP B. WHITE CO., INC.
CRD 300623
CA$318.7M2Pershing→
B62IBS CAPITAL LLC
CRD 160585
MA$123.0M—Pershing→
B60ORVIETO PARTNERS, L.P.
CRD 313475
MA$179.6M—Morgan Stanley→
B58KINGSFORD CAPITAL MANAGEMENT, LLC
CRD 161445
CA$127.0M—Morgan Stanley→
B58CRESCENT PARK MANAGEMENT, L.P.
CRD 172326
CA$234.4M—Morgan Stanley→
B58FLIGHT DECK CAPITAL, LP
CRD 311353
CA$358.7M—Morgan Stanley→
B58ASL FINANCIAL, LLC
CRD 115479
CA$186.7M1Pershing→
B58EVERY SECURITIES LLC
CRD 333167
CA$122.7M—Pershing→
B56ENGAGED CAPITAL, LLC
CRD 161251
CA$432.3M—Pershing→
B56FELL CAPITAL MANAGEMENT
CRD 104986
CA$161.8M1Pershing→
B55SYRIOS WEALTH MANAGEMENT GROUP, INC.
CRD 332139
CA$424.6M2Wells Fargo→
B55INFANGER INVESTMENT TECHNOLOGY, LLC
CRD 112328
CA$494.9M1Wells Fargo→
B55AVISEN ADVISORS, LLC
CRD 113791
CA$389.0M10Pershing→
B53LEGION PARTNERS ASSET MANAGEMENT, LLC
CRD 164136
CA$200.9M3Wells Fargo→
B53PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC
CRD 173288
CA$141.5M—Morgan Stanley→
B51TRIANGLE PEAK PARTNERS, LP
CRD 147917
CA$271.9M—Pershing→
B50SUMMIT PARTNERS CREDIT ADVISORS, L.P.
CRD 153195
MA$419.0M—Wells Fargo→
C50VIRGO INVESTMENT GROUP LLC
CRD 157297
CA$857.4M—Wells Fargo→
C50TED BUCHAN & COMPANY, LLC
CRD 140722
CA$413.2M2Pershing→
C50BARRIER CAPITAL MANAGEMENT, LLC
CRD 312294
CA$136.0M—Pershing→
C49AMPERSAND CAPITAL GROUP, L.P.
CRD 329612
CA$235.1M—Morgan Stanley→
C48GALLIOTT CAPITAL ADVISORS, LLC
CRD 313094
CA$249.0M4Pershing→
C47PACIFIC INCOME ADVISERS INC
CRD 104719
CA$2.25B5Wells Fargo→
C47WAGNER LOFTIN INVESTMENT SERVICES LLC
CRD 109770
CA$396.4M6Pershing→
C46GREENSTONE PARTNERS, LLC
CRD 136566
CA$499.3M—Pershing→
C46GAME CREEK CAPITAL, LP
CRD 158973
MA$329.0M—Morgan Stanley→
C46PALO ALTO INVESTORS LP
CRD 109171
CA$696.0M1Morgan Stanley→
C46EAST BRIDGE CAPITAL MANAGEMENT LP
CRD 167207
MA$442.3M—Morgan Stanley→
C46ANDRA CAPITAL LLC
CRD 314080
CA$476.5M—Morgan Stanley→
C46OAK ASSET MANAGEMENT, LLC
CRD 287856
CA$413.8M4Wells Fargo→
C45PROSPECT HILL GROWTH PARTNERS, L.P.
CRD 171462
MA$310.6M—Wells Fargo→
C44AUDENT GLOBAL ASSET MANAGEMENT, LLC
CRD 308166
CA$452.3M4Pershing→
C43O'NEIL GLOBAL ADVISORS, INC.
CRD 308150
CA$401.9M—Morgan Stanley→
C42ARGOS GLOBAL ADVISORS, LLC
CRD 287672
CA$13.0M3Pershing→
C42GORDONMD GLOBAL INVESTMENTS LP
CRD 316751
CA$322.3M—Morgan Stanley→
C42ROSENWALD CAPITAL MANAGEMENT, INC.
CRD 290118
CA$248.1M—Morgan Stanley→
C42ARTA FINANCE WEALTH MANAGEMENT, LLC
CRD 318714
CA$153.4M3Pershing→
C42POTRERO CAPITAL RESEARCH, LLC
CRD 125909
CA$419.6M—Pershing→
C42WESTERLY CAPITAL MANAGEMENT LLC
CRD 140089
CA$488.9M—Pershing→
C42PROSSER CREEK ASSET MANAGEMENT LLC
CRD 318883
CA$266.7M—Pershing→
C42TORREYANA CAPITAL, LLC
CRD 329075
CA$837.4M—Morgan Stanley→
C41LIGHT STREET CAPITAL MANAGEMENT, LLC
CRD 155215
CA$1.57B—Morgan Stanley→
C41PARK PRESIDIO CAPITAL LLC
CRD 168954
CA$1.65B—Morgan Stanley→
C41CRUX WEALTH ADVISORS
CRD 330731
CA$547.7M11Pershing→