SourcingSourcing
Filters5▾
24 firms
ActiveState: NC×State: IA×Custodian: Pershing×Custodian: Goldman Sachs×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
B65VN CAPITAL MANAGEMENT, LLC
CRD 166761
NC$63.0M—Pershing→
B53PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC
CRD 150266
NC$136.2M2LPL Financial→
B51WEIS ADVISORY, LLC
CRD 217517
IA$225.6M4LPL Financial→
C49INDEPENDENT WEALTH ADVISORS, LLC
CRD 328786
NC$195.3M4LPL Financial→
C46UWHARRIE INVESTMENT ADVISORS, INC.
CRD 117592
NC$337.8M17Pershing→
C43CAPITAL INVESTMENT COUNSEL INC
CRD 104591
NC$1.02B4Pershing→
C39ALLSPRING FUNDS MANAGEMENT, LLC
CRD 110841
NC$324.65B50LPL Financial→
C38LSB CAPITAL MANAGEMENT, INC.
CRD 310466
IA$228.8M6LPL Financial→
C37RETIRERIGHT, LLC
CRD 300925
IA$561.1M5LPL Financial→
C36NAPLES ASSET MANAGEMENT CO., LLC
CRD 133978
NC$361.8M12LPL Financial→
C34FIRST CITIZENS ASSET MANAGEMENT, INC
CRD 140777
NC$465.1M50Pershing→
C34COMPASS FINANCIAL SERVICES, INC.
CRD 109441
IA$407.4M7LPL Financial→
C33CASSIA CAPITAL PARTNERS LLC
CRD 159911
NC$251.2M4Pershing→
C31FOUNDERS FINANCIAL ALLIANCE, LLC
CRD 173011
NC$1.19B31LPL Financial→
C31FIRST CITIZENS INVESTOR SERVICES, INC.
CRD 44430
NC$2.63B50Pershing→
C31TRANSAMERICA RETIREMENT ADVISORS, LLC
CRD 107319
IA$18.83B39Pershing→
C28TOTAL SOLUTIONS ENTERPRISE LLC
CRD 318036
NC$305.0M8LPL Financial→
C27HORIZON INVESTMENTS LLC
CRD 109552
NC$8.47B27Pershing→
C27INDEPENDENT ADVISOR ALLIANCE, LLC
CRD 168267
NC$17.23B50LPL Financial→
C21ASANA PARTNERS, LP
CRD 284477
NC$8.35B—LPL Financial→
C21BASEPOINT WEALTH, LLC
CRD 289538
IA$883.8M13Pershing→
C18PREMIER FINANCIAL SERVICES OF NORTH CAROLINA
CRD 281502
NC——LPL Financial→
C17FINANCIAL SYMMETRY INCORPORATED
CRD 118443
NC$1.54B15Pershing→
C15FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
CRD 307987
IA$256.0M5LPL Financial→