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19 firms
ActiveState: GA×State: IN×Custodian: Raymond James×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
A79THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD 117500
GA$151.9M2Raymond James→
B56BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD 171652
IN$222.0M1Wells Fargo→
B54RFP FINANCIAL GROUP, LLC
CRD 293206
GA$192.0M2Raymond James→
B51CARSON ADVISORY, INC.
CRD 117410
GA$864.9M7Raymond James→
C45COMMONWEALTH FINANCIAL PLANNERS INC
CRD 106831
GA$227.6M2Raymond James→
C45GALLERIA FINANCIAL ADVISORS, LLC
CRD 133673
GA$239.2M2Raymond James→
C42MOSAIC WEALTH MANAGEMENT LLC
CRD 340681
IN$02Raymond James→
C341776 WEALTH LLC
CRD 286321
GA$390.8M2Raymond James→
C33COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.
CRD 128257
IN$595.6M12Raymond James→
C31FOREST INVESTMENT ASSOCIATES L.P.
CRD 110163
GA$5.24B—Wells Fargo→
C28AXIOM FINANCIAL STRATEGIES GROUP, LLC
CRD 306618
IN$404.1M6Wells Fargo→
C28WETZEL INVESTMENT ADVISORS, INC.
CRD 305301
IN$338.3M6Raymond James→
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→
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→