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10 firms
ActiveState: AZ×Custodian: Pershing×Custodian: Raymond James×clear all
ScoreFirmStateAUMAdvisorsCustodian
C45STONECREST WEALTH MANAGEMENT, INC
CRD 311404
AZ$375.8M3Raymond James→
C45BRADLEY WEALTH LLC
CRD 131808
AZ$196.7M3Pershing→
C41CAPITAL WEALTH ALLIANCE, LLC
CRD 298257
AZ$300.3M3Raymond James→
C40ABLE FINANCIAL GROUP, LLC
CRD 323646
AZ$732.9M9Pershing→
C36GALLOWAY ASSET MANAGEMENT LLC
CRD 141091
AZ$17.9M26Pershing→
C34WEALTH MANAGEMENT PARTNERS, LLC
CRD 309790
AZ$793.5M7Raymond James→
C32J. P. DAVIS, INC.
CRD 289548
AZ$242.0M4Pershing→
C21BDT & ASSOCIATES, INC.
CRD 288008
AZ$371.1M11Pershing→
C18S.E. THORN & CO.
CRD 113754
AZ—4Pershing→
C15ASTEROZOA MANAGEMENT LLC
CRD 316870
AZ$103.9M3Pershing→