SourcingSourcing
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7 firms
ActiveState: WA×State: OH×Custodian: U.S. Bank×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→
C35MEYERS WEALTH MANAGEMENT, LLC
CRD 289801
OH$1.93B9Wells Fargo→
C34AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")
CRD 161853
OH$21.32B—U.S. Bank→
C25BOYD WATTERSON ASSET MANAGEMENT, LLC
CRD 107808
OH$18.81B18U.S. Bank→
C25FAIRVIEW PARTNERS INVESTMENT MANAGEMENT LLC
CRD 170918
WA$256.0M4Wells Fargo→
C24STRATEGIC VALUE BANK PARTNERS LLC
CRD 282228
OH$774.1M—Wells Fargo→