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18 firms
ActiveState: NJ×State: UT×State: OK×Custodian: Raymond James×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
B57EPIC WEALTH MANAGEMENT, LLC
CRD 297643
OK$120.8M3Raymond James→
B55THE KARRAS COMPANY, INC.
CRD 109578
UT$372.9M4Raymond James→
B54VENTURE INVESTMENT MANAGEMENT CO., L.L.C.
CRD 160002
NJ$636.8M—Raymond James→
B53STREETER MOORE & STIPE LLC
CRD 118588
OK$219.1M3Raymond James→
C45PHILADELPHIA INVESTMENT PARTNERS, LLC
CRD 122733
NJ$176.0M3Altruist→
C45VISTA INVESTMENT PARTNERS LLC
CRD 286014
OK$610.6M6Raymond James→
C41TULSA WEALTH ADVISORS, INC.
CRD 337956
OK$1.54B17Raymond James→
C39TENCAP WEALTH COACHING, LLC
CRD 166130
UT$285.0M8Altruist→
C38TRANSCENDENT CAPITAL GROUP LLC
CRD 316872
OK$360.7M9Raymond James→
C36PETERSON WEALTH SERVICES INC.
CRD 288620
UT$528.5M4Raymond James→
C35KENNEDY INVESTMENT GROUP, INC.
CRD 322605
NJ$633.2M5Raymond James→
C33THE STOLPER COMPANY L.L.C.
CRD 132962
OK$356.3M4Raymond James→
C33EAGLE WEALTH STRATEGIES, LLC
CRD 323814
NJ$653.8M9Raymond James→
C30SCISSORTAIL WEALTH MANAGEMENT, LLC
CRD 297761
OK$568.2M8Raymond James→
C28KESLER, NORMAN & WRIDE, LLC
CRD 307667
UT$661.4M5Altruist→
C21YORKVILLE ADVISORS GLOBAL, LP
CRD 165390
NJ$900.0M—Raymond James→
C17GAELIN LLC
CRD 336808
NJ—1Altruist→
C16FLATLANDS WEALTH LLC
CRD 338529
OK—1Altruist→