SourcingSourcing
Filters4▾
11 firms
ActiveState: MN×State: MD×State: KS×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56KALAMATA ASSET MANAGEMENT LLC
CRD 284328
MD$106.8M1Wells Fargo→
C49TONKA CAPITAL PARTNERS, LLC
CRD 298336
MN$139.8M3Wells Fargo→
C48CHAPIN DAVIS, INC
CRD 28116
MD$642.8M25Wells Fargo→
C47GEF MANAGEMENT CORPORATION
CRD 107208
MD$116.0M—Wells Fargo→
C35WATERFRONT WEALTH INC.
CRD 173220
KS$1.14B10Wells Fargo→
C31NORWEST CAPITAL ADVISORS, LLC
CRD 323642
MN$3.84B—Wells Fargo→
C30LOMBARD ADVISERS INCORPORATED
CRD 108231
MD$669.8M32Wells Fargo→
C28PETROS FAMILY WEALTH, LLC
CRD 324059
MN$341.6M8Wells Fargo→
C25ENDEAVOR PRIVATE WEALTH, INC.
CRD 313053
KS$595.3M10Wells Fargo→
C25ENLIGHTENMENT CAPITAL, LLC
CRD 166422
MD$2.12B—Wells Fargo→
C8ROTUNDA CAPITAL PARTNERS, LLC
CRD 290282
MD$1.61B—Wells Fargo→