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20 firms
ActiveState: WA×State: NC×Custodian: Raymond James×Custodian: U.S. Bank×clear all
ScoreFirmStateAUMAdvisorsCustodian
A69EMERALD ASSET MANAGEMENT, INC.
CRD 174691
NC$120.8M2Raymond James→
B60HATTERAS INVESTMENT PARTNERS, LP
CRD 170628
NC$114.8M5U.S. Bank→
B57H. L. ORMOND & COMPANY, LLC
CRD 313593
NC$401.4M2Raymond James→
B54CROSSGEN WEALTH LLC
CRD 336270
NC$222.8M2Raymond James→
C48CAPITAL DEVELOPERS, LLC
CRD 292797
NC$221.5M—Raymond James→
C48PURSUIT WEALTH MANAGEMENT, LLC
CRD 337709
NC$457.5M4Raymond James→
C48TAR RIVER WEALTH PLANNING, LLC
CRD 328530
NC$401.2M5Raymond James→
C47PHOENIX WEALTH ADVISORS INC.
CRD 118412
NC$641.4M7Raymond James→
C47ONE8ZERO8, LLC
CRD 332702
NC$644.6M4Raymond James→
C44MAUNEY-PITT FINANCIAL MANAGEMENT, INC.
CRD 337870
NC$02Raymond James→
C43EVERSTAR ASSET MANAGEMENT, LLC
CRD 313334
NC$336.7M10U.S. Bank→
C42MUIRFIELD WEALTH ADVISORS LLC
CRD 316071
NC$255.8M2Raymond James→
C39STEELE CREEK INVESTMENT MANAGEMENT LLC
CRD 170209
NC$1.74B—U.S. Bank→
C37FINANCIAL INSIGHTS INC
CRD 108797
WA$746.7M8Raymond James→
C36DAVIS INVESTMENT PARTNERS, LLC
CRD 318783
NC$390.0M2Raymond James→
C36JOEL ADAMS AND ASSOCIATES INC.
CRD 319379
NC$305.6M3Raymond James→
C35CAPITALA PRIVATE ADVISORS, LLC
CRD 283527
NC$505.1M—U.S. Bank→
C27FLEURY FINANCIAL GROUP, INC.
CRD 116786
WA——Raymond James→
C26ALLEN WEALTH MANAGEMENT, LLC
CRD 133038
NC$664.3M3Raymond James→
C21RELIANT INVESTMENT PARTNERS, LLC
CRD 297369
NC$268.3M3Raymond James→