SourcingSourcing
Filters4▾
11 firms
ActiveState: MO×State: PA×Custodian: Raymond James×Custodian: Folio Institutional×clear all
ScoreFirmStateAUMAdvisorsCustodian
B64PROFESSIONAL FINANCIAL ADVISORS INC
CRD 107289
PA$426.0M6Raymond James→
C47EAGLE INVESTMENT ADVISORS, LLC
CRD 144094
PA$186.1M2Raymond James→
C47TOWER WEALTH PARTNERS, INC.
CRD 310461
PA$440.4M3Raymond James→
C42MASTER'S WEALTH MANAGEMENT INC.
CRD 328693
PA$589.5M9Raymond James→
C39SCOUT INVESTMENTS, INC.
CRD 111787
MO$36.57B3Raymond James→
C35EQUITY WEALTH PARTNERS, LLC
CRD 317224
MO$258.6M8Raymond James→
C34CHARTWELL INVESTMENT PARTNERS, LLC
CRD 170335
PA$12.97B1Raymond James→
C29COMPASS GROUP MANAGEMENT, LLC
CRD 317244
MO$801.5M—Folio Institutional→
C22LOVELL MINNICK PARTNERS LLC
CRD 156494
PA$5.21B—Folio Institutional→
C19KOOMAN & ASSOCIATES
CRD 322163
PA$555.6M8Raymond James→
C17CONFLUENCE WEALTH SERVICES, INC.
CRD 311980
PA$6.84B43Raymond James→