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20 firms
ActiveState: IA×State: VA×State: MA×Custodian: Raymond James×Custodian: Shareholders Service Group×clear all
ScoreFirmStateAUMAdvisorsCustodian
A70Z3 CAPITAL PARTNERS, LLC
CRD 336791
VA$466.8M3Raymond James→
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James→
B63NEW ENGLAND FINANCIAL PLANNING GROUP, LLC
CRD 105254
MA$246.1M3Raymond James→
B61CHARLES RIVER WEALTH MANAGEMENT, LLC
CRD 288017
MA$110.3M1Raymond James→
B56FOREFRONT ASSET MANAGEMENT, LLC
CRD 281118
VA$136.9M3Raymond James→
B50BELLARS HARRIS WEALTH MANAGEMENT, LLC
CRD 338986
VA$505.4M5Raymond James→
C47FLYING POINT FINANCIAL, INC.
CRD 107915
MA$206.7M3Raymond James→
C47ARGO WEALTH ADVISORY, LLC
CRD 334041
VA$256.2M2Raymond James→
C43OPENVIEW ADVISORS, LLC
CRD 316766
MA$839.0M—Raymond James→
C42RIVERFRONT INVESTMENT GROUP, LLC
CRD 146221
VA$2.22B28Raymond James→
C41OAK BARREL WEALTH ADVISORY LLC
CRD 333693
VA$353.7M3Raymond James→
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James→
C37CAPITOL SECURITIES MANAGEMENT, INC.
CRD 14169
VA$2.16B50Raymond James→
C34PUTNAM INVESTMENT MANAGEMENT, LLC
CRD 106629
MA$117.24B50Raymond James→
C28BATTERY MANAGEMENT CORP.
CRD 160921
MA$15.61B—Raymond James→
C27HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC
CRD 139068
MA$6.48B—Raymond James→
C24DAVIS INVESTMENT VENTURES, LLC
CRD 161888
MA$2.05B—Raymond James→
C24THL MANAGERS VII, LLC
CRD 171042
MA$21.48B—Raymond James→
C23EQUITY RESOURCE INVESTMENTS, LLC
CRD 161186
MA$1.34B—Raymond James→
C18BATTERY GLOBAL ADVISORS, LLC
CRD 158508
MA$8.37B—Raymond James→