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16 firms
ActiveState: OK×State: SC×Custodian: Raymond James×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
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→
C45CARROLL INVESTORS, INC.
CRD 311180
SC$221.4M2Raymond James→
C41TULSA WEALTH ADVISORS, INC.
CRD 337956
OK$1.54B17Raymond James→
C41COASTLINE COMPLETE WEALTH LLC
CRD 338227
SC$213.6M2Raymond James→
C39HARBOUR WEALTH MANAGEMENT GROUP, INC.
CRD 314496
SC$266.2M3Raymond James→
C38TRANSCENDENT CAPITAL GROUP LLC
CRD 316872
OK$360.7M9Raymond James→
C38ADVR, INC
CRD 318823
SC$126.8M3Altruist→
C35HILTON HEAD CAPITAL PARTNERS, LLC
CRD 299375
SC$409.5M6Raymond James→
C33THE STOLPER COMPANY L.L.C.
CRD 132962
OK$356.3M4Raymond James→
C32OBJECTIVITY SQUARED, LLC
CRD 311052
SC$487.8M4Raymond James→
C32INTENTIONAL, LLC
CRD 318570
SC$175.8M3Raymond James→
C30SCISSORTAIL WEALTH MANAGEMENT, LLC
CRD 297761
OK$568.2M8Raymond James→
C19MTM INVESTMENT MANAGEMENT, LLC
CRD 297500
SC$678.1M5Raymond James→
C16FLATLANDS WEALTH LLC
CRD 338529
OK—1Altruist→