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5 firms
ActiveState: IA×State: OR×State: UT×Custodian: Raymond James×Custodian: Shareholders Service Group×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James→
B55THE KARRAS COMPANY, INC.
CRD 109578
UT$372.9M4Raymond James→
B50TRU INDEPENDENCE ASSET MANAGEMENT, LLC
CRD 168256
OR$336.9M8Raymond James→
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James→
C36PETERSON WEALTH SERVICES INC.
CRD 288620
UT$528.5M4Raymond James→