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50 firms
ActiveState: GA×State: NY×State: MA×Custodian: Raymond James×clear all
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→
B61CHARLES RIVER WEALTH MANAGEMENT, LLC
CRD 288017
MA$110.3M1Raymond James→
B54RFP FINANCIAL GROUP, LLC
CRD 293206
GA$192.0M2Raymond James→
B53WINTHROP PARTNERS - WPA, LLC
CRD 282102
NY$44.1M2Raymond James→
B51ARROW INVESTMENT MANAGEMENT, LLC
CRD 334614
NY$85.6M—Raymond James→
B51CARSON ADVISORY, INC.
CRD 117410
GA$864.9M7Raymond James→
C49ALLIANCE CONSUMER GROWTH, LLC
CRD 163639
NY$857.9M—Raymond James→
C47FLYING POINT FINANCIAL, INC.
CRD 107915
MA$206.7M3Raymond James→
C47COLLINS ADVISORS, LLC
CRD 129270
NY$176.4M2Raymond 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$839.0M—Raymond James→
C42WINTHROP PARTNERS - EPA, LLC
CRD 282098
NY$82.2M3Raymond James→
C40ROYCE & ASSOCIATES, LP
CRD 107689
NY$12.41B1Raymond James→
C40QUANTUM PORTFOLIO MANAGEMENT, LLC
CRD 326280
NY$339.6M6Raymond James→
C39WINTHROP PARTNERS - WNY, LLC
CRD 282100
NY$186.2M4Raymond James→
C38KLINGMAN AND ASSOCIATES, LLC
CRD 125618
NY$5.66B8Raymond James→
C35BEEKMAN INVESTMENT ADVISORS, LLC
CRD 163519
NY$1.06B—Raymond James→
C34PUTNAM INVESTMENT MANAGEMENT, LLC
CRD 106629
MA$117.24B50Raymond James→
C341776 WEALTH LLC
CRD 286321
GA$390.8M2Raymond James→
C34BTG PACTUAL ASSET MANAGEMENT US , LLC
CRD 152538
NY$30.11B50Raymond James→
C32GREENSLEDGE ADVISORS LLC
CRD 305341
NY$2.31B—Raymond James→
C32CLEARLIST CAPITAL LLC
CRD 329206
NY$959.8M—Raymond James→
C30GREENPOINT GROUP, LP
CRD 310532
NY$1.35B—Raymond James→
C29BLUE OWL GPSC ADVISORS LLC
CRD 293945
NY$94.65B—Raymond James→
C28INSIGHT VENTURE MANAGEMENT, LLC
CRD 142994
NY$92.18B—Raymond James→
C28BATTERY MANAGEMENT CORP.
CRD 160921
MA$15.61B—Raymond James→
C28TRIMER CAPITAL MANAGEMENT LP
CRD 319428
NY$901.5M—Raymond James→
C27LEVCO CAPITAL LP
CRD 161117
NY$590.5M—Raymond James→
C27HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC
CRD 139068
MA$6.48B—Raymond James→
C27FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC
CRD 300359
NY$907.6M—Raymond James→
C24LEVEL EQUITY MANAGEMENT, LLC
CRD 160016
NY$6.46B—Raymond James→
C24DAVIS INVESTMENT VENTURES, LLC
CRD 161888
MA$2.05B—Raymond James→
C24THL MANAGERS VII, LLC
CRD 171042
MA$21.48B—Raymond James→
C24ENERGY IMPACT PARTNERS LP
CRD 282373
NY$4.86B—Raymond James→
C24BRIGHTSTAR CAPITAL PARTNERS, L.P.
CRD 283313
NY$4.85B—Raymond James→
C24BLACKSTONE PRIVATE INVESTMENTS ADVISORS L.L.C.
CRD 317860
NY$17.93B—Raymond James→
C23EQUITY RESOURCE INVESTMENTS, LLC
CRD 161186
MA$1.34B—Raymond James→
C22FORTHRIGHT WEALTH MANAGEMENT, LLC
CRD 220515
GA$773.4M6Raymond James→
C22INDEX TECHNOLOGIES GROUP LLC
CRD 327771
NY$178.3M7Raymond James→
C22CPC ADVISORS, LLC
CRD 111025
GA$1.68B17Raymond James→
C22COURT SQUARE CAPITAL MANAGEMENT, L.P.
CRD 156776
NY$10.11B—Raymond James→
C21ABBOTT CAPITAL MANAGEMENT LLC
CRD 106332
NY$15.33B—Raymond James→
C21CONSCIOUS WEALTH INVESTMENTS, LLC
CRD 319143
GA$272.8M4Raymond James→
C20MACQUARIE WEALTH ADVISERS, LLC
CRD 141805
NY$4.29B—Raymond James→
C20WILLOWRIDGE PARTNERS, INC.
CRD 157116
NY$2.51B—Raymond James→
C18BATTERY GLOBAL ADVISORS, LLC
CRD 158508
MA$8.37B—Raymond James→
C18OIC, L.P.
CRD 282499
NY$4.51B—Raymond James→
C14MEADOW CREEK WEALTH ADVISORS, LLC
CRD 297796
GA$728.0M5Raymond James→