SourcingSourcing
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20 firms
ActiveState: SC×State: UT×State: MA×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→
B55THE KARRAS COMPANY, INC.
CRD 109578
UT$372.9M4Raymond James→
C47FLYING POINT FINANCIAL, INC.
CRD 107915
MA$206.7M3Raymond James→
C45CARROLL INVESTORS, INC.
CRD 311180
SC$221.4M2Raymond James→
C43OPENVIEW ADVISORS, LLC
CRD 316766
MA$839.0M—Raymond James→
C41COASTLINE COMPLETE WEALTH LLC
CRD 338227
SC$213.6M2Raymond James→
C39HARBOUR WEALTH MANAGEMENT GROUP, INC.
CRD 314496
SC$266.2M3Raymond James→
C36PETERSON WEALTH SERVICES INC.
CRD 288620
UT$528.5M4Raymond James→
C35HILTON HEAD CAPITAL PARTNERS, LLC
CRD 299375
SC$409.5M6Raymond James→
C34PUTNAM INVESTMENT MANAGEMENT, LLC
CRD 106629
MA$117.24B50Raymond James→
C32OBJECTIVITY SQUARED, LLC
CRD 311052
SC$487.8M4Raymond James→
C32INTENTIONAL, LLC
CRD 318570
SC$175.8M3Raymond 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→
C19MTM INVESTMENT MANAGEMENT, LLC
CRD 297500
SC$678.1M5Raymond James→
C18BATTERY GLOBAL ADVISORS, LLC
CRD 158508
MA$8.37B—Raymond James→