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16 firms
ActiveState: OH×State: NJ×Custodian: Raymond James×clear all
ScoreFirmStateAUMAdvisorsCustodian
B59BELL CITY WEALTH, INC.
CRD 326354
OH$163.3M1Raymond James→
B57KOVALCIK & GERAGHTY WEALTH PARTNERS LLP
CRD 159811
OH$299.1M2Raymond James→
B55M.K. BROWN WEALTH ADVISORY, LLC
CRD 121269
OH$165.5M1Raymond James→
B54VENTURE INVESTMENT MANAGEMENT CO., L.L.C.
CRD 160002
NJ$636.8M—Raymond James→
B50LECLAIR WEALTH PARTNERS LLC
CRD 332827
OH$363.0M4Raymond James→
C44ATLAS WEALTH LLC
CRD 321832
OH$872.6M4Raymond James→
C40HERITAGE WEALTH MANAGEMENT INC.
CRD 312545
OH$604.7M3Raymond James→
C35KAPSTONE FINANCIAL ADVISORS LLC
CRD 318885
OH$322.3M4Raymond James→
C35KENNEDY INVESTMENT GROUP, INC.
CRD 322605
NJ$633.2M5Raymond James→
C34RIGHTWEALTH ADVISORS, LLC
CRD 300656
OH$229.3M3Raymond James→
C33FORMIDABLE ASSET MANAGEMENT, LLC
CRD 167555
OH$903.0M16Raymond James→
C33HENSON-EDGEWATER MANAGEMENT, LLC
CRD 135316
OH$225.0M2Raymond James→
C33EAGLE WEALTH STRATEGIES, LLC
CRD 323814
NJ$653.8M9Raymond James→
C32BOND TECH INC
CRD 105979
OH$221.6M2Raymond James→
C29TRUEBLOOD WEALTH MANAGEMENT, LLC
CRD 321659
OH$474.1M3Raymond James→
C21YORKVILLE ADVISORS GLOBAL, LP
CRD 165390
NJ$900.0M—Raymond James→