SourcingSourcing
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8 firms
ActiveState: AL×State: MN×Custodian: Raymond James×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo→
B63NAVISTA WEALTH MANAGEMENT, INC.
CRD 332373
MN$709.6M4Raymond James→
B57LAUREL WEALTH PLANNING LLC
CRD 122035
MN$453.6M9Raymond James→
C49TONKA CAPITAL PARTNERS, LLC
CRD 298336
MN$139.8M3Wells Fargo→
C32CEDRUS WEALTH GROUP LLC
CRD 334995
MN$217.8M5Raymond James→
C31NORWEST CAPITAL ADVISORS, LLC
CRD 323642
MN$3.84B—Wells Fargo→
C31BEARING POINT CAPITAL, LLC
CRD 332023
MN$1.11B6Raymond James→
C28PETROS FAMILY WEALTH, LLC
CRD 324059
MN$341.6M8Wells Fargo→