SourcingSourcing
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10 firms
ActiveState: WA×State: MD×Custodian: U.S. Bank×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
B59SURIENCE PRIVATE WEALTH LLC
CRD 313055
WA$124.0M2Wells Fargo→
B56KALAMATA ASSET MANAGEMENT LLC
CRD 284328
MD$106.8M1Wells Fargo→
C50RICHARDS, MERRILL & PETERSON, INC.
CRD 713
WA$643.6M12Wells Fargo→
C48CHAPIN DAVIS, INC
CRD 28116
MD$642.8M25Wells Fargo→
C47GEF MANAGEMENT CORPORATION
CRD 107208
MD$116.0M—Wells Fargo→
C30LOMBARD ADVISERS INCORPORATED
CRD 108231
MD$669.8M32Wells Fargo→
C29BROWN ADVISORY INVESTMENT SOLUTIONS GROUP LLC
CRD 124612
MD$9.84B—U.S. Bank→
C25FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC
CRD 170918
WA$256.0M4Wells Fargo→
C25ENLIGHTENMENT CAPITAL, LLC
CRD 166422
MD$2.12B—Wells Fargo→
C8ROTUNDA CAPITAL PARTNERS, LLC
CRD 290282
MD$1.61B—Wells Fargo→