SourcingSourcing
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26 firms
ActiveState: GA×State: IL×Custodian: Raymond James×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
A79THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD 117500
GA$151.9M2Raymond James→
B60ACCESS FINANCIAL GROUP, INC.
CRD 33065
IL$302.3M5Raymond James→
B54RFP FINANCIAL GROUP, LLC
CRD 293206
GA$192.0M2Raymond James→
B51CARSON ADVISORY, INC.
CRD 117410
GA$864.9M7Raymond James→
C48ARK ADVISORS LLC
CRD 167456
IL$195.6M2Wells Fargo→
C45TRIGRAN INVESTMENTS, INC.
CRD 155200
IL$533.2M—Wells Fargo→
C45COMMONWEALTH FINANCIAL PLANNERS INC
CRD 106831
GA$227.6M2Raymond James→
C45GALLERIA FINANCIAL ADVISORS, LLC
CRD 133673
GA$239.2M2Raymond James→
C44SAGE PRIVATE WEALTH GROUP, LLC
CRD 173399
IL$440.8M10Raymond James→
C43COFG ADVISORS, LLC
CRD 333344
IL$1.21B11Raymond James→
C41HORIZON FAMILY WEALTH, INC.
CRD 315484
IL$278.8M3Raymond James→
C39ROMANO BROTHERS AND COMPANY
CRD 3215
IL$1.54B13Wells Fargo→
C37BUSEY CAPITAL MANAGEMENT, INC.
CRD 128044
IL$493.8M4Raymond James→
C34CL WEALTH MANAGEMENT LLC
CRD 134922
IL$733.6M42Raymond James→
C341776 WEALTH LLC
CRD 286321
GA$390.8M2Raymond James→
C33SG CAPITAL MANAGEMENT LLC
CRD 134471
IL$1.38B1Wells Fargo→
C32ALTERNATIVE INVESTMENT RESOURCE, LLC
CRD 288165
IL$754.2M—Wells Fargo→
C31FOREST INVESTMENT ASSOCIATES L.P.
CRD 110163
GA$5.24B—Wells Fargo→
C27EQUITY INVESTMENT CORPORATION
CRD 283930
GA$3.51B16Wells Fargo→
C24ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC
CRD 113106
GA$1.07B16Wells Fargo→
C22FORTHRIGHT WEALTH MANAGEMENT, LLC
CRD 220515
GA$773.4M6Raymond James→
C22CPC ADVISORS, LLC
CRD 111025
GA$1.68B17Raymond James→
C22WIND POINT ADVISORS LLC
CRD 156485
IL$8.58B—Wells Fargo→
C21CONSCIOUS WEALTH INVESTMENTS, LLC
CRD 319143
GA$272.8M4Raymond James→
C14MEADOW CREEK WEALTH ADVISORS, LLC
CRD 297796
GA$728.0M5Raymond James→
C10NAVIGATION CAPITAL PARTNERS, INC.
CRD 156906
GA——Wells Fargo→