SourcingSourcing
Filters4▾
6 firms
ActiveState: IA×State: OH×State: OR×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
C44LITTLEJOHN FINANCIAL SERVICES, INC
CRD 155113
OR$171.3M4Wells Fargo→
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo→
C36DVSM, LP
CRD 160800
OR$1.89B—Wells Fargo→
C35MEYERS WEALTH MANAGEMENT, LLC
CRD 289801
OH$1.93B9Wells Fargo→
C24STRATEGIC VALUE BANK PARTNERS LLC
CRD 282228
OH$774.1M—Wells Fargo→
C23PRINCIPAL REAL ESTATE INVESTORS, LLC
CRD 109008
IA$105.65B—Wells Fargo→