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15 firms
ActiveState: IA×State: OK×State: MA×Custodian: Wells Fargo×Custodian: Folio Institutional×clear all
ScoreFirmStateAUMAdvisorsCustodian
B50SUMMIT PARTNERS CREDIT ADVISORS, L.P.
CRD 153195
MA$419.0M—Wells Fargo→
C45PROSPECT HILL GROWTH PARTNERS, L.P.
CRD 171462
MA$310.6M—Wells Fargo→
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo→
C39ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
CRD 316736
MA$532.9M5Wells Fargo→
C35TA REALTY LLC
CRD 108586
MA$1.48B—Wells Fargo→
C34MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD 307625
OK$449.9M2Wells Fargo→
C30ROCKPOINT GROUP, L.L.C.
CRD 156630
MA$13.04B—Wells Fargo→
C28ARGONAUT PRIVATE CAPITAL, LP
CRD 283878
OK$3.01B—Wells Fargo→
C26PSG EQUITY L.L.C.
CRD 295103
MA$30.18B—Folio Institutional→
C25ACORN GROWTH COMPANIES, LC
CRD 164499
OK$893.2M—Folio Institutional→
C23FOURPATH CAPITAL MANAGEMENT, LLC
CRD 313573
OK$1.06B6Wells Fargo→
C23PRINCIPAL REAL ESTATE INVESTORS, LLC
CRD 109008
IA$105.65B—Wells Fargo→
C21NCP GROUP, LP
CRD 293803
MA$1.78B—Folio Institutional→
C20HOWLAND CAPITAL MANAGEMENT LLC
CRD 104726
MA$3.74B11Folio Institutional→
C17SUMMIT PARTNERS, L.P.
CRD 135271
MA$42.01B—Wells Fargo→