SourcingSourcing
Filters4▾
7 firms
ActiveState: IA×State: OK×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→
C34MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD 307625
OK$449.9M2Wells Fargo→
C28ARGONAUT PRIVATE CAPITAL, LP
CRD 283878
OK$3.01B—Wells Fargo→
C23FOURPATH CAPITAL MANAGEMENT, LLC
CRD 313573
OK$1.06B6Wells Fargo→
C23PRINCIPAL REAL ESTATE INVESTORS, LLC
CRD 109008
IA$105.65B—Wells Fargo→