SourcingSourcing
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6 firms
ActiveState: SC×State: WA×State: MI×Custodian: Northern Trust×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
B59SURIENCE PRIVATE WEALTH LLC
CRD 313055
WA$124.0M2Wells Fargo→
B56BERINGEA, LLC
CRD 161803
MI$269.9M—Wells Fargo→
C50RICHARDS, MERRILL & PETERSON, INC.
CRD 713
WA$643.6M12Wells Fargo→
C36INATAI INVESTMENT MANAGEMENT CO. LLC
CRD 329696
WA$2.69B—Northern Trust→
C30OTTAWA AVENUE PRIVATE CAPITAL, LLC
CRD 282516
MI$22.95B—Northern Trust→
C25FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC
CRD 170918
WA$256.0M4Wells Fargo→