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7 firms
ActiveState: SC×State: VA×Custodian: State Street×Custodian: Wells Fargo×Custodian: Equity Trust×clear all
ScoreFirmStateAUMAdvisorsCustodian
C38THE EDGAR LOMAX COMPANY
CRD 105444
VA$1.42B—State Street→
C37GENESIS PRIVATE WEALTH, LLC
CRD 315692
VA$482.4M6Wells Fargo→
C29HOMESTEAD ADVISERS CORP.
CRD 109845
VA$7.45B10State Street→
C25BROWN | MILLER WEALTH MANAGEMENT, LLC
CRD 305742
VA$991.1M11Wells Fargo→
C22OXFORD FINANCE ADVISORS, LLC
CRD 304433
VA$2.41B—Wells Fargo→
C21VIRGINIA WEALTH MANAGEMENT GROUP, INC.
CRD 311248
VA$393.8M3Wells Fargo→
C19QUANTITATIVE INVESTMENT MANAGEMENT, LLC
CRD 156869
VA$1.67B—State Street→