SourcingSourcing
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9 firms
ActiveState: AZ×State: WA×Custodian: State Street×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
B59SURIENCE PRIVATE WEALTH LLC
CRD 313055
WA$124.0M2Wells Fargo→
C50RICHARDS, MERRILL & PETERSON, INC.
CRD 713
WA$643.6M12Wells Fargo→
C42NORTHRIM ADVISER, LLC
CRD 306796
AZ$556.0M—Wells Fargo→
C28PUGH CAPITAL MANAGEMENT, INC.
CRD 111765
WA$12.82B4State Street→
C25RUSSELL INVESTMENTS IMPLEMENTATION SERVICES, LLC
CRD 329
WA$81.09B50State Street→
C25FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC
CRD 170918
WA$256.0M4Wells Fargo→
C24INTEGRATED QUANTITATIVE INVESTMENTS LLC
CRD 310106
WA$844.8M5State Street→
C22RUSSELL INVESTMENTS CAPITAL, LLC
CRD 37550
WA$35.03B—State Street→
C22ACUITAS INVESTMENTS, LLC
CRD 155782
WA$1.48B2State Street→