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10 firms
ActiveState: CT×State: WI×Custodian: Raymond James×clear all
ScoreFirmStateAUMAdvisorsCustodian
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James→
C48MACCO FINANCIAL GROUP, INC.
CRD 337398
WI$277.8M4Raymond James→
C44KREITLER FINANCIAL LLC
CRD 309056
CT$584.9M5Raymond James→
C39SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
CRD 146270
CT$192.1M3Raymond James→
C39GREENSLEDGE ASSET MANAGEMENT LLC
CRD 307732
CT$592.8M1Raymond James→
C37FORM WEALTH ADVISORS, LLC
CRD 326519
WI$1.06B8Raymond James→
C33WHARTON MIDMARKET INVESTMENT ADVISORS INC.
CRD 301186
CT$231.1M2Raymond James→
C28PORTFOLIO ADVISORS LLC
CRD 105981
CT$47.84B—Raymond James→
C24CF PRIVATE EQUITY, INC.
CRD 110657
CT$15.78B1Raymond James→
C24KLINE HILL PARTNERS LP
CRD 283283
CT$11.71B—Raymond James→