SourcingSourcing
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24 firms
ActiveState: IA×State: AZ×State: WA×Custodian: U.S. Bank×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
B64WJ WEALTH MANAGEMENT, LLC
CRD 170181
AZ$261.5M2LPL Financial→
B62JMK & ASSOCIATES, LLC
CRD 312760
WA$268.4M1LPL Financial→
B59LOVE YOUR LIFE LLC DBA FREEDOM ASSET MANAGEMENT
CRD 335660
WA$142.0M1LPL Financial→
B55NORTHWEST WEALTH ADVISORS, LLC
CRD 327641
WA$304.5M6LPL Financial→
B53917 ADVISORY SERVICES LLC
CRD 331476
WA$167.5M3LPL Financial→
B51WEIS ADVISORY, LLC
CRD 217517
IA$225.6M4LPL Financial→
C49THE AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP
CRD 165183
AZ$309.3M2LPL Financial→
C44CLARITY WEALTH MANAGEMENT, L.L.C.
CRD 284874
AZ$236.8M4LPL Financial→
C42TREIBERG WEALTH MANAGEMENT, INC.
CRD 284140
AZ$325.1M3LPL Financial→
C39BOONE WEALTH ADVISORS, LLC
CRD 116682
WA$506.8M4LPL Financial→
C38LSB CAPITAL MANAGEMENT, INC.
CRD 310466
IA$228.8M6LPL Financial→
C37RETIRERIGHT, LLC
CRD 300925
IA$561.1M5LPL Financial→
C35SNIDER RETIREMENT STRATEGIES, INC.
CRD 117392
WA$549.7M9LPL Financial→
C34GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC
CRD 306068
AZ$297.3M3LPL Financial→
C34COMPASS FINANCIAL SERVICES, INC.
CRD 109441
IA$407.4M7LPL Financial→
C32BUTTONWOOD CAPITAL MANAGEMENT, LLC
CRD 174857
AZ$380.8M3LPL Financial→
C31BENSLER, LLC
CRD 310849
WA$1.94B32LPL Financial→
C29SOUTHWEST INVESTMENT ADVISORS, INC.
CRD 312685
AZ$386.9M4LPL Financial→
C29FELLOWSHIP FINANCIAL PLANNING, LLC
CRD 330347
WA$465.3M6LPL Financial→
C28DAVIS SELECTED ADVISERS LP
CRD 108674
AZ$30.12B—LPL Financial→
C25BALBEC CAPITAL MANAGEMENT LP
CRD 284363
AZ$7.99B—U.S. Bank→
C22TRUEWEALTH FINANCIAL PARTNERS, LLC
CRD 316079
WA$273.7M5LPL Financial→
C17INVESCO MANAGED ACCOUNTS, LLC
CRD 154461
WA$31.28B16LPL Financial→
C15FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
CRD 307987
IA$256.0M5LPL Financial→