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11 firms
ActiveState: NJ×State: UT×State: OK×Custodian: Northern Trust×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
B60JORDANELLE CAPITAL, LLC
CRD 323676
UT$179.2M—Northern Trust→
B53WESTWOOD GLOBAL INVESTMENTS LLC
CRD 125012
UT$9.47B3Northern Trust→
C45PHILADELPHIA INVESTMENT PARTNERS, LLC
CRD 122733
NJ$176.0M3Altruist→
C41ASHE CAPITAL MANAGEMENT, LP
CRD 169616
NJ$1.04B—Northern Trust→
C39TENCAP WEALTH COACHING, LLC
CRD 166130
UT$285.0M8Altruist→
C35HUDSON EDGE INVESTMENT PARTNERS, INC.
CRD 104870
NJ$2.95B1Northern Trust→
C31SHREWSBURY RIVER CAPITAL LP
CRD 289785
NJ$757.5M—Northern Trust→
C29PETERSON PARTNERS, LLC
CRD 159450
UT$2.96B—Northern Trust→
C28KESLER, NORMAN & WRIDE, LLC
CRD 307667
UT$661.4M5Altruist→
C17GAELIN LLC
CRD 336808
NJ—1Altruist→
C16FLATLANDS WEALTH LLC
CRD 338529
OK—1Altruist→