SourcingSourcing
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12 firms
ActiveState: AL×State: VA×Custodian: Raymond James×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo→
A70Z3 CAPITAL PARTNERS, LLC
CRD 336791
VA$466.8M3Raymond James→
B56FOREFRONT ASSET MANAGEMENT, LLC
CRD 281118
VA$136.9M3Raymond James→
B50BELLARS HARRIS WEALTH MANAGEMENT, LLC
CRD 338986
VA$505.4M5Raymond James→
C47ARGO WEALTH ADVISORY, LLC
CRD 334041
VA$256.2M2Raymond James→
C42RIVERFRONT INVESTMENT GROUP, LLC
CRD 146221
VA$2.22B28Raymond James→
C41OAK BARREL WEALTH ADVISORY LLC
CRD 333693
VA$353.7M3Raymond James→
C37CAPITOL SECURITIES MANAGEMENT, INC.
CRD 14169
VA$2.16B50Raymond James→
C37GENESIS PRIVATE WEALTH, LLC
CRD 315692
VA$482.4M6Wells Fargo→
C25BROWN | MILLER WEALTH MANAGEMENT, LLC
CRD 305742
VA$991.1M11Wells Fargo→
C22OXFORD FINANCE ADVISORS, LLC
CRD 304433
VA$2.41B—Wells Fargo→
C21VIRGINIA WEALTH MANAGEMENT GROUP, INC.
CRD 311248
VA$393.8M3Wells Fargo→