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64 firms
ActiveState: IA×State: OK×State: MA×State: CA×State: TX×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
A70O'CONNOR WEALTH MANAGEMENT, INC.
CRD 152316
CA$179.1M2Wells Fargo→
B65TICINO WEALTH LLC
CRD 335808
CA$400.2M3Wells Fargo→
B56CARLSON CAPITAL, L.P.
CRD 118156
TX$343.8M1Wells Fargo→
B55JOYCE WEALTH MANAGEMENT, LLC
CRD 325221
TX$483.1M3Wells Fargo→
B55SYRIOS WEALTH MANAGEMENT GROUP, INC.
CRD 332139
CA$424.6M2Wells Fargo→
B55INFANGER INVESTMENT TECHNOLOGY, LLC
CRD 112328
CA$494.9M1Wells Fargo→
B53LEGION PARTNERS ASSET MANAGEMENT, LLC
CRD 164136
CA$200.9M3Wells Fargo→
B50SUMMIT PARTNERS CREDIT ADVISORS, L.P.
CRD 153195
MA$419.0M—Wells Fargo→
C50VIRGO INVESTMENT GROUP LLC
CRD 157297
CA$857.4M—Wells Fargo→
C50BUCKHORN RESOURCES, LP
CRD 226647
TX$248.5M—Wells Fargo→
C49SHELTON WEALTH MANAGEMENT, LLC
CRD 312686
TX$364.5M4Wells Fargo→
C47PACIFIC INCOME ADVISERS INC
CRD 104719
CA$2.25B5Wells Fargo→
C46HODGES CAPITAL MANAGEMENT INC
CRD 110080
TX$1.24B10Wells Fargo→
C46OAK ASSET MANAGEMENT, LLC
CRD 287856
CA$413.8M4Wells Fargo→
C45PROSPECT HILL GROWTH PARTNERS, L.P.
CRD 171462
MA$310.6M—Wells Fargo→
C44SAROFIM REALTY ADVISORS LLC
CRD 106931
TX$1.16B—Wells Fargo→
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo→
C43RHODES INVESTMENT ADVISORS, INC.
CRD 114245
TX$376.3M9Wells Fargo→
C40FLYWHEEL PRIVATE WEALTH LLC
CRD 325690
CA$415.0M2Wells Fargo→
C40PROSPERA FINANCIAL SERVICES, INC.
CRD 10740
TX$12.44B50Wells Fargo→
C40VILA, LLC
CRD 307186
CA$286.5M—Wells Fargo→
C39ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
CRD 316736
MA$532.9M5Wells Fargo→
C38ROG VI L.L.C.
CRD 285639
TX$561.3M—Wells Fargo→
C36HACKMAN CAPITAL PARTNERS, LLC
CRD 314721
CA$1.19B—Wells Fargo→
C35TA REALTY LLC
CRD 108586
MA$1.48B—Wells Fargo→
C35PRESTON CAPITAL LLC
CRD 328417
CA$1.05B—Wells Fargo→
C35QUANTUM ADVISERS, LLC
CRD 160267
TX$490.6M—Wells Fargo→
C35IFC ADVISORS LLC
CRD 332157
CA$2.34B9Wells Fargo→
C34MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD 307625
OK$449.9M2Wells Fargo→
C34ATALA FINANCIAL INC
CRD 318371
CA$370.7M2Wells Fargo→
C34SENTINEL ROCK REALTY TRUST INC.
CRD 337421
CA$273.5M—Wells Fargo→
C33BISON CAPITAL ASSET MANAGEMENT, LLC
CRD 160562
CA$962.5M—Wells Fargo→
C32MOMENT PARTNERS, LLC
CRD 332691
CA$1.19B4Wells Fargo→
C31CWS CAPITAL PARTNERS LLC
CRD 166871
CA$268.4M7Wells Fargo→
C31PROSIGHT MANAGEMENT, LP
CRD 148791
TX$1.04B1Wells Fargo→
C30ROCKPOINT GROUP, L.L.C.
CRD 156630
MA$13.04B—Wells Fargo→
C29FFL PARTNERS, LLC
CRD 156980
CA$4.11B—Wells Fargo→
C29RIDGEWOOD ENERGY CORPORATION
CRD 142136
TX$3.28B—Wells Fargo→
C28ARGONAUT PRIVATE CAPITAL, LP
CRD 283878
OK$3.01B—Wells Fargo→
C28PACIFIC PRIVATE FUND ADVISORS LLC
CRD 168830
CA$12.24B—Wells Fargo→
C26VOLEON CAPITAL MANAGEMENT LP
CRD 147443
CA$29.38B—Wells Fargo→
C26PRIME FINANCE ADVISOR, L.P.
CRD 159971
CA$22.22B—Wells Fargo→
C25WHITMAN/PETERSON, LLC
CRD 296087
CA$2.37B—Wells Fargo→
C25NEW FORESTS INC.
CRD 165267
CA$981.9M—Wells Fargo→
C25AFFINIUS CAPITAL ADVISORS LLC
CRD 316030
TX$31.11B—Wells Fargo→
C24LEAFHOUSE FINANCIAL ADVISORS, LLC
CRD 149694
TX$24.09B8Wells Fargo→
C24SABAL INVESTMENT ADVISORS, LLC
CRD 169572
CA$5.83B—Wells Fargo→
C23SERVE CAPITAL PARTNERS, LLC
CRD 284027
TX$2.46B—Wells Fargo→
C23FOURPATH CAPITAL MANAGEMENT, LLC
CRD 313573
OK$1.06B6Wells Fargo→
C23PRINCIPAL REAL ESTATE INVESTORS, LLC
CRD 109008
IA$105.65B—Wells Fargo→