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11 firms
ActiveState: OK×State: IA×Custodian: Raymond James×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James→
B57EPIC WEALTH MANAGEMENT, LLC
CRD 297643
OK$120.8M3Raymond James→
B53STREETER MOORE & STIPE LLC
CRD 118588
OK$219.1M3Raymond James→
C45VISTA INVESTMENT PARTNERS LLC
CRD 286014
OK$610.6M6Raymond James→
C41TULSA WEALTH ADVISORS, INC.
CRD 337956
OK$1.54B17Raymond James→
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James→
C38TRANSCENDENT CAPITAL GROUP LLC
CRD 316872
OK$360.7M9Raymond James→
C33THE STOLPER COMPANY L.L.C.
CRD 132962
OK$356.3M4Raymond James→
C30ALTITUDE CAPITAL MANAGEMENT LLC
CRD 329366
IA$103.6M28Altruist→
C30SCISSORTAIL WEALTH MANAGEMENT, LLC
CRD 297761
OK$568.2M8Raymond James→
C16FLATLANDS WEALTH LLC
CRD 338529
OK—1Altruist→