SourcingSourcing
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12 firms
ActiveState: GA×Custodian: Raymond James×Custodian: Folio Institutional×clear all
ScoreFirmStateAUMAdvisorsCustodian
A79THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD 117500
GA$151.9M2Raymond James→
B54RFP FINANCIAL GROUP, LLC
CRD 293206
GA$192.0M2Raymond James→
B51CARSON ADVISORY, INC.
CRD 117410
GA$864.9M7Raymond James→
C45COMMONWEALTH FINANCIAL PLANNERS INC
CRD 106831
GA$227.6M2Raymond James→
C45GALLERIA FINANCIAL ADVISORS, LLC
CRD 133673
GA$239.2M2Raymond James→
C341776 WEALTH LLC
CRD 286321
GA$390.8M2Raymond James→
C27GID MULTIFAMILY INVESTMENT MANAGEMENT LLC
CRD 329225
GA$5.89B—Folio Institutional→
C22FORTHRIGHT WEALTH MANAGEMENT, LLC
CRD 220515
GA$773.4M6Raymond James→
C22CPC ADVISORS, LLC
CRD 111025
GA$1.68B17Raymond James→
C22CORTLAND INVESTMENT MANAGEMENT, LLC
CRD 299369
GA$5.67B—Folio Institutional→
C21CONSCIOUS WEALTH INVESTMENTS, LLC
CRD 319143
GA$272.8M4Raymond James→
C14MEADOW CREEK WEALTH ADVISORS, LLC
CRD 297796
GA$728.0M5Raymond James→