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12 firms
ActiveState: WA×State: PA×Custodian: Raymond James×Custodian: Northern Trust×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→
C37FINANCIAL INSIGHTS INC
CRD 108797
WA$746.7M8Raymond James→
C36INATAI INVESTMENT MANAGEMENT CO. LLC
CRD 329696
WA$2.69B—Northern Trust→
C34CHARTWELL INVESTMENT PARTNERS, LLC
CRD 170335
PA$12.97B1Raymond James→
C30SEI INVESTMENTS MANAGEMENT CORP
CRD 105146
PA$216.43B50Northern Trust→
C30CENTERSQUARE INVESTMENT MANAGEMENT LLC
CRD 290078
PA$13.70B—Northern Trust→
C27FLEURY FINANCIAL GROUP, INC.
CRD 116786
WA——Raymond James→
C19KOOMAN & ASSOCIATES
CRD 322163
PA$555.6M8Raymond James→
C17CONFLUENCE WEALTH SERVICES, INC.
CRD 311980
PA$6.84B43Raymond James→