SourcingSourcing
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20 firms
ActiveState: MA×State: AZ×State: CO×Custodian: Raymond James×clear all
ScoreFirmStateAUMAdvisorsCustodian
B63NEW ENGLAND FINANCIAL PLANNING GROUP, LLC
CRD 105254
MA$246.1M3Raymond James→
B61CHARLES RIVER WEALTH MANAGEMENT, LLC
CRD 288017
MA$110.3M1Raymond James→
B56ASSET MANAGEMENT GROUP INVESTMENT CORP.
CRD 168369
CO$151.2M—Raymond James→
B50TRG INVESTMENT ADVISORS, LLC
CRD 315629
CO$167.1M6Raymond James→
C48THE MILLSTONE EVANS GROUP, LLC
CRD 311142
CO$893.3M8Raymond James→
C47FLYING POINT FINANCIAL, INC.
CRD 107915
MA$206.7M3Raymond James→
C46BROADVIEW WEALTH PARTNERS, LLC
CRD 335028
CO$304.7M4Raymond James→
C45STONECREST WEALTH MANAGEMENT, INC
CRD 311404
AZ$375.8M3Raymond James→
C43OPENVIEW ADVISORS, LLC
CRD 316766
MA$839.0M—Raymond James→
C41CAPITAL WEALTH ALLIANCE, LLC
CRD 298257
AZ$300.3M3Raymond James→
C34PUTNAM INVESTMENT MANAGEMENT, LLC
CRD 106629
MA$117.24B50Raymond James→
C34WEALTH MANAGEMENT PARTNERS, LLC
CRD 309790
AZ$793.5M7Raymond James→
C33INTENTIONAL WEALTH STRATEGIES
CRD 327743
CO$171.3M3Raymond James→
C28BATTERY MANAGEMENT CORP.
CRD 160921
MA$15.61B—Raymond James→
C27HIGHVISTA PRIVATE CAPITAL MANAGEMENT LLC
CRD 139068
MA$6.48B—Raymond James→
C24DAVIS INVESTMENT VENTURES, LLC
CRD 161888
MA$2.05B—Raymond James→
C24THL MANAGERS VII, LLC
CRD 171042
MA$21.48B—Raymond James→
C23EQUITY RESOURCE INVESTMENTS, LLC
CRD 161186
MA$1.34B—Raymond James→
C21CCM PARTNERS, LP
CRD 104720
CO$6.52B16Raymond James→
C18BATTERY GLOBAL ADVISORS, LLC
CRD 158508
MA$8.37B—Raymond James→