SourcingSourcing
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15 firms
ActiveState: IA×State: NJ×State: MI×Custodian: Raymond James×clear all
ScoreFirmStateAUMAdvisorsCustodian
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James→
B54VENTURE INVESTMENT MANAGEMENT CO., L.L.C.
CRD 160002
NJ$636.8M—Raymond James→
B52GASAWAY INVESTMENT ADVISORS, INC.
CRD 123807
MI$173.1M4Raymond James→
C48STONEBROOK PRIVATE LLC
CRD 325434
MI$937.0M3Raymond James→
C45KAYDAN WEALTH MANAGEMENT, INC.
CRD 108964
MI$726.5M9Raymond James→
C45LIGHTSQUARE WEALTH MANAGEMENT, LLC
CRD 324958
MI$203.5M3Raymond James→
C43LAKESHORE FINANCIAL PLANNING INC.
CRD 299129
MI$469.3M3Raymond James→
C40RACHOR INVESTMENT ADVISORY SERVICES, LLC
CRD 105495
MI$238.1M4Raymond James→
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James→
C35KENNEDY INVESTMENT GROUP, INC.
CRD 322605
NJ$633.2M5Raymond James→
C33EAGLE WEALTH STRATEGIES, LLC
CRD 323814
NJ$653.8M9Raymond James→
C32CENTER FOR FINANCIAL PLANNING INC
CRD 109599
MI$1.97B17Raymond James→
C32SPWM ADVISORS LLC
CRD 328977
MI$299.5M9Raymond James→
C28DB & C ADVISORS, LLC
CRD 155645
MI$252.2M9Raymond James→
C21YORKVILLE ADVISORS GLOBAL, LP
CRD 165390
NJ$900.0M—Raymond James→