SourcingSourcing
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17 firms
ActiveState: IA×State: OK×State: KS×Custodian: Wells Fargo×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
B51WEIS ADVISORY, LLC
CRD 217517
IA$225.6M4LPL Financial→
C48CENTERPOINT ADVISORY GROUP, LLC
CRD 324181
KS$276.3M5LPL Financial→
C46THE PERSPECTIVE GROUP, LLC
CRD 175294
KS$225.1M2LPL Financial→
C45PCG WEALTH ADVISORS, LLC
CRD 290977
KS$931.1M18LPL Financial→
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo→
C38LSB CAPITAL MANAGEMENT, INC.
CRD 310466
IA$228.8M6LPL Financial→
C37RETIRERIGHT, LLC
CRD 300925
IA$561.1M5LPL Financial→
C35WATERFRONT WEALTH INC.
CRD 173220
KS$1.14B10Wells Fargo→
C35AGH WEALTH ADVISORS, LLC
CRD 146796
KS$456.3M6LPL Financial→
C34MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD 307625
OK$449.9M2Wells Fargo→
C34COMPASS FINANCIAL SERVICES, INC.
CRD 109441
IA$407.4M7LPL Financial→
C28ARGONAUT PRIVATE CAPITAL, LP
CRD 283878
OK$3.01B—Wells Fargo→
C27FORGE FINANCIAL SERVICES, LLC
CRD 306480
OK$1.46B15LPL Financial→
C25ENDEAVOR PRIVATE WEALTH, INC.
CRD 313053
KS$595.3M10Wells Fargo→
C23FOURPATH CAPITAL MANAGEMENT, LLC
CRD 313573
OK$1.06B6Wells Fargo→
C23PRINCIPAL REAL ESTATE INVESTORS, LLC
CRD 109008
IA$105.65B—Wells Fargo→
C15FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
CRD 307987
IA$256.0M5LPL Financial→