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20 firms
ActiveState: OK×State: MA×Custodian: Raymond James×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
B63NEW ENGLAND FINANCIAL PLANNING GROUP, LLC
CRD 105254
MA$246.1M3Raymond James→
B61CHARLES RIVER WEALTH MANAGEMENT, LLC
CRD 288017
MA$110.3M1Raymond James→
B57EPIC WEALTH MANAGEMENT, LLC
CRD 297643
OK$120.8M3Raymond James→
B53STREETER MOORE & STIPE LLC
CRD 118588
OK$219.1M3Raymond James→
C47FLYING POINT FINANCIAL, INC.
CRD 107915
MA$206.7M3Raymond James→
C45VISTA INVESTMENT PARTNERS LLC
CRD 286014
OK$610.6M6Raymond James→
C43OPENVIEW ADVISORS, LLC
CRD 316766
MA$839.0M—Raymond James→
C41TULSA WEALTH ADVISORS, INC.
CRD 337956
OK$1.54B17Raymond James→
C38TRANSCENDENT CAPITAL GROUP LLC
CRD 316872
OK$360.7M9Raymond James→
C34PUTNAM INVESTMENT MANAGEMENT, LLC
CRD 106629
MA$117.24B50Raymond James→
C33THE STOLPER COMPANY L.L.C.
CRD 132962
OK$356.3M4Raymond James→
C30SCISSORTAIL WEALTH MANAGEMENT, LLC
CRD 297761
OK$568.2M8Raymond James→
C28BATTERY MANAGEMENT CORP.
CRD 160921
MA$15.61B—Raymond James→
C27HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC
CRD 139068
MA$6.48B—Raymond James→
C24DAVIS INVESTMENT VENTURES, LLC
CRD 161888
MA$2.05B—Raymond James→
C24THL MANAGERS VII, LLC
CRD 171042
MA$21.48B—Raymond James→
C23EQUITY RESOURCE INVESTMENTS, LLC
CRD 161186
MA$1.34B—Raymond James→
C18BATTERY GLOBAL ADVISORS, LLC
CRD 158508
MA$8.37B—Raymond James→
C16MOTTA WEALTH MANAGEMENT LLC
CRD 329970
MA—1Altruist→
C16FLATLANDS WEALTH LLC
CRD 338529
OK—1Altruist→