SourcingSourcing
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118 firms
ActiveState: MA×State: CO×State: CA×Custodian: Morgan Stanley×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
A70O'CONNOR WEALTH MANAGEMENT, INC.
CRD 152316
CA$179.1M2Wells Fargo→
B65TICINO WEALTH LLC
CRD 335808
CA$400.2M3Wells Fargo→
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→
B55SYRIOS WEALTH MANAGEMENT GROUP, INC.
CRD 332139
CA$424.6M2Wells Fargo→
B55INFANGER INVESTMENT TECHNOLOGY, LLC
CRD 112328
CA$494.9M1Wells Fargo→
B53LEGION PARTNERS ASSET MANAGEMENT, LLC
CRD 164136
CA$200.9M3Wells Fargo→
B53PARTNERSHIP CAPITAL GROWTH INVESTORS MANAGEMENT, LLC
CRD 173288
CA$141.5M—Morgan Stanley→
B50SUMMIT PARTNERS CREDIT ADVISORS, L.P.
CRD 153195
MA$419.0M—Wells Fargo→
B50CAMBIAR INVESTORS, LLC
CRD 115093
CO$2.92B3Morgan Stanley→
C50VIRGO INVESTMENT GROUP LLC
CRD 157297
CA$857.4M—Wells Fargo→
C49AMPERSAND CAPITAL GROUP, L.P.
CRD 329612
CA$235.1M—Morgan Stanley→
C47PACIFIC INCOME ADVISERS INC
CRD 104719
CA$2.25B5Wells Fargo→
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→
C44EMERALD HILL CAPITAL PARTNERS HOLDINGS, LLC
CRD 298843
CO$476.0M—Morgan Stanley→
C43O'NEIL GLOBAL ADVISORS, INC.
CRD 308150
CA$401.9M—Morgan Stanley→
C42GORDONMD GLOBAL INVESTMENTS LP
CRD 316751
CA$322.3M—Morgan Stanley→
C42ROSENWALD CAPITAL MANAGEMENT, INC.
CRD 290118
CA$248.1M—Morgan Stanley→
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→
C40FLYWHEEL PRIVATE WEALTH LLC
CRD 325690
CA$415.0M2Wells Fargo→
C40VILA, LLC
CRD 307186
CA$286.5M—Wells Fargo→
C39EATON VANCE MANAGEMENT
CRD 104859
MA$97.02B50Morgan Stanley→
C39ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
CRD 316736
MA$532.9M5Wells Fargo→
C38AVALON GLOBAL ASSET MANAGEMENT LLC
CRD 107785
CA$553.8M—Morgan Stanley→
C38OCTAHEDRON CAPITAL MANAGEMENT, L.P.
CRD 309209
CA$594.2M—Morgan Stanley→
C37REDMILE GROUP, LLC
CRD 143606
CA$4.70B—Morgan Stanley→
C37BGV VC MANAGEMENT LLC
CRD 298473
CA$433.0M—Morgan Stanley→
C36HACKMAN CAPITAL PARTNERS, LLC
CRD 314721
CA$1.19B—Wells Fargo→
C36FOUNDRY GROUP, LLC
CRD 159541
CO$3.50B—Wells Fargo→
C36KARL KAPITAL LLC
CRD 333558
CA$268.4M—Morgan Stanley→
C36SQUARE CIRCLE IA LP
CRD 312718
MA$448.9M—Morgan Stanley→
C35ROUTE ONE INVESTMENT COMPANY, L.P.
CRD 156398
CA$4.68B—Morgan Stanley→
C35ENCORE CONSUMER CAPITAL, LP
CRD 157228
CA$786.2M—Morgan Stanley→
C35TA REALTY LLC
CRD 108586
MA$1.48B—Wells Fargo→
C35PRESTON CAPITAL LLC
CRD 328417
CA$1.05B—Wells Fargo→
C35IFC ADVISORS LLC
CRD 332157
CA$2.34B9Wells Fargo→
C34ATALA FINANCIAL INC
CRD 318371
CA$370.7M2Wells Fargo→
C34SOMA EQUITY PARTNERS, LP
CRD 283613
CA$1.95B—Morgan Stanley→
C34FIVESPAN PARTNERS, LP
CRD 332551
CA$1.00B—Morgan Stanley→
C34CYPRESS POINT INVESTMENT MANAGEMENT LP
CRD 316549
CA$512.4M—Morgan Stanley→
C34SENTINEL ROCK REALTY TRUST INC.
CRD 337421
CA$273.5M—Wells Fargo→