SourcingSourcing
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51 firms
ActiveState: OR×State: NY×Custodian: Raymond James×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
B57MURPHY WEALTH MANAGEMENT GROUP, INC.
CRD 277161
NY$251.9M3LPL Financial→
B55HUDSON VALLEY WEALTH MANAGEMENT, INC
CRD 146338
NY$48.8M1LPL Financial→
B53WINTHROP PARTNERS - WPA, LLC
CRD 282102
NY$44.1M2Raymond James→
B53MEADOWBROOK WEALTH MANAGEMENT, LLC
CRD 110508
NY$110.1M2LPL Financial→
B51ARROW INVESTMENT MANAGEMENT, LLC
CRD 334614
NY$85.6M—Raymond James→
B51PREISZ ASSOCIATES, INC.
CRD 144469
OR$701.7M9LPL Financial→
B50GRANEY & KING, LLC
CRD 126461
NY$484.4M4LPL Financial→
B50TRU INDEPENDENCE ASSET MANAGEMENT, LLC
CRD 168256
OR$336.9M8Raymond James→
C49ALLIANCE CONSUMER GROWTH, LLC
CRD 163639
NY$857.9M—Raymond James→
C48CIRCLE N ADVISORS, LLC
CRD 271027
NY$94.2M1LPL Financial→
C47COLLINS ADVISORS, LLC
CRD 129270
NY$176.4M2Raymond James→
C47NEWBORE WEALTH MANAGEMENT, INC.
CRD 306441
OR$200.0M2LPL Financial→
C47ROCK CREEK WEALTH MANAGEMENT, LLC
CRD 336666
OR$101.1M3LPL Financial→
C46CARLSON FINANCIAL, INC.
CRD 335831
OR$318.0M4LPL Financial→
C46MWMG ADVISORS, LLC
CRD 338376
NY$40.0M2LPL Financial→
C45AXIOM WEALTH STRATEGIES, LLC
CRD 313124
OR$124.7M2LPL Financial→
C43FLYNN ZITO CAPITAL MANAGEMENT, LLC
CRD 152689
NY$773.9M7LPL Financial→
C43PROSPECT FINANCIAL SERVICES LLC
CRD 314154
NY$431.0M9LPL Financial→
C42WINTHROP PARTNERS - EPA, LLC
CRD 282098
NY$82.2M3Raymond James→
C41CROSS FINANCIAL ADVISORS, LLC
CRD 287686
OR$481.8M11LPL Financial→
C40ROYCE & ASSOCIATES, LP
CRD 107689
NY$12.41B1Raymond James→
C40QUANTUM PORTFOLIO MANAGEMENT, LLC
CRD 326280
NY$339.6M6Raymond James→
C39WINTHROP PARTNERS - WNY, LLC
CRD 282100
NY$186.2M4Raymond James→
C39ROCKLINE WEALTH MANAGEMENT LLC
CRD 324004
NY$749.6M4LPL Financial→
C38KLINGMAN AND ASSOCIATES, LLC
CRD 125618
NY$5.66B8Raymond James→
C35BEEKMAN INVESTMENT ADVISORS, LLC
CRD 163519
NY$1.06B—Raymond James→
C35HOLISTIC WEALTH ADVISORS
CRD 332918
NY$278.7M7LPL Financial→
C35ALESCO ADVISORS, LLC, AN ESL COMPANY
CRD 339091
NY$5.61B13LPL Financial→
C34BTG PACTUAL ASSET MANAGEMENT US , LLC
CRD 152538
NY$30.11B50Raymond James→
C32GREENSLEDGE ADVISORS LLC
CRD 305341
NY$2.31B—Raymond James→
C32CLEARLIST CAPITAL LLC
CRD 329206
NY$959.8M—Raymond James→
C30GREENPOINT GROUP, LP
CRD 310532
NY$1.35B—Raymond James→
C29BLUE OWL GPSC ADVISORS LLC
CRD 293945
NY$94.65B—Raymond James→
C29COURIER CAPITAL, LLC
CRD 282485
NY$3.59B13LPL Financial→
C28INSIGHT VENTURE MANAGEMENT, LLC
CRD 142994
NY$92.18B—Raymond James→
C28MARSHALL + STERLING WEALTH ADVISORS, INC.
CRD 164345
NY$1.59B9LPL Financial→
C28TRIMER CAPITAL MANAGEMENT LP
CRD 319428
NY$901.5M—Raymond James→
C27LEVCO CAPITAL LP
CRD 161117
NY$590.5M—Raymond James→
C27FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC
CRD 300359
NY$907.6M—Raymond James→
C27EQUITABLE ADVISORS, LLC
CRD 6627
NY$42.48B50LPL Financial→
C26THE PINNACLE FINANCIAL GROUP
CRD 164395
NY$1.38B40LPL Financial→
C24LEVEL EQUITY MANAGEMENT, LLC
CRD 160016
NY$6.46B—Raymond James→
C24ENERGY IMPACT PARTNERS LP
CRD 282373
NY$4.86B—Raymond James→
C24BRIGHTSTAR CAPITAL PARTNERS, L.P.
CRD 283313
NY$4.85B—Raymond James→
C24BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C.
CRD 317860
NY$17.93B—Raymond James→
C22INDEX TECHNOLOGIES GROUP LLC
CRD 327771
NY$178.3M7Raymond James→
C22COURT SQUARE CAPITAL MANAGEMENT, L.P.
CRD 156776
NY$10.11B—Raymond James→
C21ABBOTT CAPITAL MANAGEMENT LLC
CRD 106332
NY$15.33B—Raymond James→
C20MACQUARIE WEALTH ADVISERS, LLC
CRD 141805
NY$4.29B—Raymond James→
C20WILLOWRIDGE PARTNERS, INC.
CRD 157116
NY$2.51B—Raymond James→