SourcingSourcing
Filters5▾
5 firms
ActiveState: IA×State: OR×Custodian: Raymond James×Custodian: Folio Institutional×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James→
B56HIGHROAD WEALTH ADVISORS, LLC
CRD 331566
OR$188.5M3Altruist→
B50TRU INDEPENDENCE ASSET MANAGEMENT, LLC
CRD 168256
OR$336.9M8Raymond James→
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James→
C30ALTITUDE CAPITAL MANAGEMENT LLC
CRD 329366
IA$103.6M28Altruist→