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20 firms
ActiveState: IA×State: OK×State: MA×State: VA×State: UT×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
B50SUMMIT PARTNERS CREDIT ADVISORS, L.P.
CRD 153195
MA$419.0M—Wells Fargo→
C46COTTONWOOD CAPITAL ADVISORS, LLC
CRD 311272
UT$279.0M2Wells Fargo→
C45PROSPECT HILL GROWTH PARTNERS, L.P.
CRD 171462
MA$310.6M—Wells Fargo→
C44GLADIUS CAPITAL MANAGEMENT LP
CRD 152023
UT$2.88B—Wells Fargo→
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo→
C41DECATHLON CAPITAL MANAGEMENT II, LLC
CRD 175030
UT$266.7M—Wells Fargo→
C39ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC
CRD 316736
MA$532.9M5Wells Fargo→
C37GENESIS PRIVATE WEALTH, LLC
CRD 315692
VA$482.4M6Wells 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→
C25BROWN | MILLER WEALTH MANAGEMENT, LLC
CRD 305742
VA$991.1M11Wells Fargo→
C23THE CYNOSURE GROUP
CRD 281399
UT$9.85B15Wells Fargo→
C23FOURPATH CAPITAL MANAGEMENT, LLC
CRD 313573
OK$1.06B6Wells Fargo→
C23PRINCIPAL REAL ESTATE INVESTORS, LLC
CRD 109008
IA$105.65B—Wells Fargo→
C22OXFORD FINANCE ADVISORS, LLC
CRD 304433
VA$2.41B—Wells Fargo→
C21VIRGINIA WEALTH MANAGEMENT GROUP, INC.
CRD 311248
VA$393.8M3Wells Fargo→
C19KEYSTONE NATIONAL GROUP, LLC
CRD 142885
UT$2.50B—Wells Fargo→
C17SUMMIT PARTNERS, L.P.
CRD 135271
MA$42.01B—Wells Fargo→