SourcingSourcing
Filters3▾
12 firms
ActiveState: MI×Custodian: Raymond James×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
B52GASAWAY INVESTMENT ADVISORS, INC.
CRD 123807
MI$173.1M4Raymond James→
C48STONEBROOK PRIVATE LLC
CRD 325434
MI$937.0M3Raymond James→
C47GRAETZ WEALTH, LLC
CRD 317857
MI$158.2M3Altruist→
C45KAYDAN WEALTH MANAGEMENT, INC.
CRD 108964
MI$726.5M9Raymond James→
C45LIGHTSQUARE WEALTH MANAGEMENT, LLC
CRD 324958
MI$203.5M3Raymond James→
C43LAKESHORE FINANCIAL PLANNING INC.
CRD 299129
MI$469.3M3Raymond James→
C43THE ABBIT MANAGEMENT CORP
CRD 110507
MI$252.3M3Altruist→
C40RACHOR INVESTMENT ADVISORY SERVICES, LLC
CRD 105495
MI$238.1M4Raymond James→
C39CORNERSTONE WEALTH PARTNERS, LLC
CRD 146602
MI$145.9M10Altruist→
C32CENTER FOR FINANCIAL PLANNING INC
CRD 109599
MI$1.97B17Raymond James→
C32SPWM ADVISORS LLC
CRD 328977
MI$299.5M9Raymond James→
C28DB & C ADVISORS, LLC
CRD 155645
MI$252.2M9Raymond James→