SourcingSourcing
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20 firms
ActiveState: IA×State: OR×State: NC×State: IN×Custodian: Raymond James×clear all
ScoreFirmStateAUMAdvisorsCustodian
A69EMERALD ASSET MANAGEMENT, INC.
CRD 174691
NC$120.8M2Raymond James→
A65BRIDGEWAY WEALTH MANAGEMENT, LLC
CRD 326547
IA$164.6M2Raymond James→
B57H. L. ORMOND & COMPANY, LLC
CRD 313593
NC$401.4M2Raymond James→
B54CROSSGEN WEALTH LLC
CRD 336270
NC$222.8M2Raymond James→
B50TRU INDEPENDENCE ASSET MANAGEMENT, LLC
CRD 168256
OR$336.9M8Raymond James→
C48CAPITAL DEVELOPERS, LLC
CRD 292797
NC$221.5M—Raymond James→
C48PURSUIT WEALTH MANAGEMENT, LLC
CRD 337709
NC$457.5M4Raymond James→
C48TAR RIVER WEALTH PLANNING, LLC
CRD 328530
NC$401.2M5Raymond James→
C47PHOENIX WEALTH ADVISORS INC.
CRD 118412
NC$641.4M7Raymond James→
C47ONE8ZERO8, LLC
CRD 332702
NC$644.6M4Raymond James→
C44MAUNEY-PITT FINANCIAL MANAGEMENT, INC.
CRD 337870
NC$02Raymond James→
C42MUIRFIELD WEALTH ADVISORS LLC
CRD 316071
NC$255.8M2Raymond James→
C42MOSAIC WEALTH MANAGEMENT LLC
CRD 340681
IN$02Raymond James→
C40QUAD-CITIES INVESTMENT GROUP, LLC
CRD 154113
IA$425.5M7Raymond James→
C36DAVIS INVESTMENT PARTNERS, LLC
CRD 318783
NC$390.0M2Raymond James→
C36JOEL ADAMS AND ASSOCIATES INC.
CRD 319379
NC$305.6M3Raymond James→
C33COMPREHENSIVE FINANCIAL CONSULTANTS INSTITUTIONAL, INC.
CRD 128257
IN$595.6M12Raymond James→
C28WETZEL INVESTMENT ADVISORS, INC.
CRD 305301
IN$338.3M6Raymond James→
C26ALLEN WEALTH MANAGEMENT, LLC
CRD 133038
NC$664.3M3Raymond James→
C21RELIANT INVESTMENT PARTNERS, LLC
CRD 297369
NC$268.3M3Raymond James→