SourcingSourcing
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14 firms
ActiveState: IA×State: NJ×State: CT×Custodian: Raymond James×clear all
ScoreFirmStateAUMAdvisorsCustodian
A67SCHOLTZ & COMPANY, L.L.C.
CRD 107363
CT$340.5M2Raymond James→
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James→
B54VENTURE INVESTMENT MANAGEMENT CO., L.L.C.
CRD 160002
NJ$636.8M—Raymond James→
C44KREITLER FINANCIAL LLC
CRD 309056
CT$584.9M5Raymond James→
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James→
C39SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC
CRD 146270
CT$192.1M3Raymond James→
C39GREENSLEDGE ASSET MANAGEMENT LLC
CRD 307732
CT$592.8M1Raymond James→
C35KENNEDY INVESTMENT GROUP, INC.
CRD 322605
NJ$633.2M5Raymond James→
C33WHARTON MIDMARKET INVESTMENT ADVISORS INC.
CRD 301186
CT$231.1M2Raymond James→
C33EAGLE WEALTH STRATEGIES, LLC
CRD 323814
NJ$653.8M9Raymond 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→
C21YORKVILLE ADVISORS GLOBAL, LP
CRD 165390
NJ$900.0M—Raymond James→