SourcingSourcing
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21 firms
ActiveState: NJ×State: UT×State: OK×State: MD×Custodian: Raymond James×clear all
ScoreFirmStateAUMAdvisorsCustodian
B60CAMDEN PARTNERS HOLDINGS, LLC
CRD 117011
MD$369.6M—Raymond James→
B57BNB WEALTH MANAGEMENT, LLC
CRD 107702
MD$264.6M4Raymond James→
B57EPIC WEALTH MANAGEMENT, LLC
CRD 297643
OK$120.8M3Raymond James→
B57WEALTHPLANS, LLC
CRD 311560
MD$219.6M1Raymond James→
B55THE KARRAS COMPANY, INC.
CRD 109578
UT$372.9M4Raymond James→
B54VENTURE INVESTMENT MANAGEMENT CO., L.L.C.
CRD 160002
NJ$636.8M—Raymond James→
B54OAKMONT WEALTH ADVISORY, LLC
CRD 299021
MD$124.2M3Raymond James→
B54MERITIS WEALTH MANAGEMENT, INC.
CRD 336539
MD$224.4M3Raymond James→
B53STREETER MOORE & STIPE LLC
CRD 118588
OK$219.1M3Raymond James→
C45VISTA INVESTMENT PARTNERS LLC
CRD 286014
OK$610.6M6Raymond James→
C44ACCORDANT ADVISORY GROUP, INC.
CRD 117474
MD$278.0M2Raymond James→
C43LAW & ASSOCIATES INC
CRD 105350
MD$326.6M3Raymond James→
C41TULSA WEALTH ADVISORS, INC.
CRD 337956
OK$1.54B17Raymond James→
C38TRANSCENDENT CAPITAL GROUP LLC
CRD 316872
OK$360.7M9Raymond James→
C36PETERSON WEALTH SERVICES INC.
CRD 288620
UT$528.5M4Raymond James→
C35KENNEDY INVESTMENT GROUP, INC.
CRD 322605
NJ$633.2M5Raymond James→
C35GUNPOWDER CAPITAL MANAGEMENT, LLC
CRD 314867
MD$340.4M5Raymond James→
C33THE STOLPER COMPANY L.L.C.
CRD 132962
OK$356.3M4Raymond James→
C33EAGLE WEALTH STRATEGIES, LLC
CRD 323814
NJ$653.8M9Raymond James→
C30SCISSORTAIL WEALTH MANAGEMENT, LLC
CRD 297761
OK$568.2M8Raymond James→
C21YORKVILLE ADVISORS GLOBAL, LP
CRD 165390
NJ$900.0M—Raymond James→