SourcingSourcing
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11 firms
ActiveState: MN×State: OK×State: NJ×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56GRAND SLAM ASSET MANAGEMENT, LLC
CRD 161122
NJ$35.0M—Wells Fargo→
C49TONKA CAPITAL PARTNERS, LLC
CRD 298336
MN$139.8M3Wells Fargo→
C40HENNION & WALSH ASSET MANAGEMENT, INC.
CRD 126236
NJ$768.8M50Wells Fargo→
C34MITCHELL & PAHL PRIVATE WEALTH, LLC
CRD 307625
OK$449.9M2Wells Fargo→
C31NORWEST CAPITAL ADVISORS, LLC
CRD 323642
MN$3.84B—Wells Fargo→
C29REDWOOD FINANCIAL PLANNING, LLC
CRD 291250
NJ$388.8M4Wells Fargo→
C28PETROS FAMILY WEALTH, LLC
CRD 324059
MN$341.6M8Wells Fargo→
C28ARGONAUT PRIVATE CAPITAL, LP
CRD 283878
OK$3.01B—Wells Fargo→
C24POETIC GROUP LLC
CRD 293886
NJ$802.5M—Wells Fargo→
C23FOURPATH CAPITAL MANAGEMENT, LLC
CRD 313573
OK$1.06B6Wells Fargo→
C19WATERMARK GROUP, INC.
CRD 108272
NJ$3.82B—Wells Fargo→