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26 firms
ActiveState: IA×State: OR×State: CA×Custodian: Raymond James×Custodian: Shareholders Service Group×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James→
B50BEYOND FINANCIAL SERVICES
CRD 286350
CA$176.7M1Raymond James→
B50TRU INDEPENDENCE ASSET MANAGEMENT, LLC
CRD 168256
OR$336.9M8Raymond James→
C47DIMENSIONS WEALTH MANAGEMENT, LLC
CRD 298928
CA$152.1M2Raymond James→
C46ACME, LLC
CRD 168736
CA$767.5M—Raymond James→
C45CENTRAL VALLEY ADVISORS, LLC
CRD 324974
CA$633.7M7Raymond James→
C40PASSPORT CAPITAL, LLC
CRD 134484
CA$532.4M—Raymond James→
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James→
C38KACHKOVSKY & FISHER, INC.
CRD 117811
CA$305.1M3Raymond James→
C36CLARIVEST ASSET MANAGEMENT LLC
CRD 139785
CA$3.05B—Raymond James→
C35A16Z PERENNIAL MANAGEMENT, L.P.
CRD 324429
CA$2.74B—Raymond James→
C33SANCUS CAPITAL MANAGEMENT LP
CRD 157121
CA$618.9M—Raymond James→
C33C.M. CAPITAL ADVISORS, LLC
CRD 157529
CA$1.96B—Raymond James→
C29AMITY VENTURES, LLC
CRD 290313
CA$1.74B—Raymond James→
C28ARCHER CAPITAL GROUP MANAGEMENT, LLC
CRD 317047
CA$659.6M—Raymond James→
C26NEWVIEW CAPITAL MANAGEMENT, LLC
CRD 298161
CA$3.86B—Raymond James→
C26SMASH VENTURES MANAGEMENT COMPANY LP
CRD 299799
CA$3.46B—Raymond James→
C25AKKADIAN VENTURES, INC.
CRD 171036
CA$841.2M—Raymond James→
C24A16Z CAPITAL MANAGEMENT, L.L.C.
CRD 160489
CA$106.48B—Raymond James→
C22ARES CAPITAL MANAGEMENT II LLC
CRD 157292
CA$19.64B—Shareholders Service Group→
C22ARES COMMERCIAL REAL ESTATE MANAGEMENT LLC
CRD 159050
CA$32.48B—Shareholders Service Group→
C20RWWM, INC.
CRD 148221
CA$1.54B5Raymond James→
C20GGP MANAGEMENT, L.P.
CRD 310340
CA$1.33B—Raymond James→
C18SHASTA VENTURES
CRD 162676
CA——Raymond James→
C17HORSLEY BRIDGE PARTNERS LLC
CRD 110877
CA$23.61B—Raymond James→
C15MANHATTAN WEST ASSET MANAGEMENT, LLC
CRD 283630
CA$1.16B10Raymond James→