SourcingSourcing
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10 firms
ActiveState: MI×State: VA×Custodian: Morgan Stanley×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56BERINGEA, LLC
CRD 161803
MI$269.9M—Wells Fargo→
C38CROW'S NEST HOLDINGS LP
CRD 316652
VA$636.6M—Morgan Stanley→
C37GENESIS PRIVATE WEALTH, LLC
CRD 315692
VA$482.4M6Wells Fargo→
C31LOWE, BROCKENBROUGH & COMPANY, INC.
CRD 105142
VA$5.49B16Morgan Stanley→
C30COLUMBIA CAPITAL, L.P.
CRD 159616
VA$9.10B—Morgan Stanley→
C25BROWN | MILLER WEALTH MANAGEMENT, LLC
CRD 305742
VA$991.1M11Wells Fargo→
C24NAVIMED CAPITAL ADVISORS, LLC
CRD 169508
VA$904.9M—Morgan Stanley→
C23INVESTURE, LLC
CRD 130099
VA$38.52B1Morgan Stanley→
C22OXFORD FINANCE ADVISORS, LLC
CRD 304433
VA$2.41B—Wells Fargo→
C21VIRGINIA WEALTH MANAGEMENT GROUP, INC.
CRD 311248
VA$393.8M3Wells Fargo→