ScoreFirmStateAUMAdvisorsCustodian
A79THE RENN WEALTH MANAGEMENT GROUP, INC.
CRD 117500
GA$151.9M2Raymond James
B63NEW ENGLAND FINANCIAL PLANNING GROUP, LLC
CRD 105254
MA$246.1M3Raymond James
B63NAVISTA WEALTH MANAGEMENT, INC.
CRD 332373
MN$709.6M4Raymond James
B61CHARLES RIVER WEALTH MANAGEMENT, LLC
CRD 288017
MA$110.3M1Raymond James
B57LAUREL WEALTH PLANNING LLC
CRD 122035
MN$453.6M9Raymond James
B54RFP FINANCIAL GROUP, LLC
CRD 293206
GA$192.0M2Raymond James
B51CARSON ADVISORY, INC.
CRD 117410
GA$864.9M7Raymond James
C47FLYING POINT FINANCIAL, INC.
CRD 107915
MA$206.7M3Raymond James
C45COMMONWEALTH FINANCIAL PLANNERS INC
CRD 106831
GA$227.6M2Raymond James
C45GALLERIA FINANCIAL ADVISORS, LLC
CRD 133673
GA$239.2M2Raymond James
C43OPENVIEW ADVISORS, LLC
CRD 316766
MA$839.0MRaymond James
C34PUTNAM INVESTMENT MANAGEMENT, LLC
CRD 106629
MA$117.24B50Raymond James
C341776 WEALTH LLC
CRD 286321
GA$390.8M2Raymond James
C32CEDRUS WEALTH GROUP LLC
CRD 334995
MN$217.8M5Raymond James
C31BEARING POINT CAPITAL, LLC
CRD 332023
MN$1.11B6Raymond James
C28BATTERY MANAGEMENT CORP.
CRD 160921
MA$15.61BRaymond James
C27HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC
CRD 139068
MA$6.48BRaymond James
C24DAVIS INVESTMENT VENTURES, LLC
CRD 161888
MA$2.05BRaymond James
C24THL MANAGERS VII, LLC
CRD 171042
MA$21.48BRaymond James
C23EQUITY RESOURCE INVESTMENTS, LLC
CRD 161186
MA$1.34BRaymond James
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
C18BATTERY GLOBAL ADVISORS, LLC
CRD 158508
MA$8.37BRaymond James
C14MEADOW CREEK WEALTH ADVISORS, LLC
CRD 297796
GA$728.0M5Raymond James