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11 firms
ActiveState: PA×State: IA×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
A80TRIDENT ADVISORS INC
CRD 108920
PA$116.9M1Wells Fargo→
C43NATIONS FINANCIAL GROUP, INC.
CRD 44181
IA$4.77B50Wells Fargo→
C42CORDATUS WEALTH MANAGEMENT LLC
CRD 282871
PA$630.4M6Wells Fargo→
C40RUBENSTEIN PARTNERS, L.P.
CRD 156988
PA$378.9M—Wells Fargo→
C40GLOBAL BETA ADVISORS LLC
CRD 298176
PA$28.8M1Wells Fargo→
C38RANDALL & ASSOCIATES WEALTH MANAGEMENT, INC.
CRD 323846
PA$167.2M3Wells Fargo→
C26CORTEN REAL ESTATE MANAGEMENT LLC
CRD 321897
PA$457.4M—Wells Fargo→
C25LBC CREDIT MANAGEMENT, L.P.
CRD 157628
PA$3.24B—Wells Fargo→
C25ARDEN FUND MANAGEMENT, LLC
CRD 164662
PA$1.11B—Wells Fargo→
C23PRINCIPAL REAL ESTATE INVESTORS, LLC
CRD 109008
IA$105.65B—Wells Fargo→
C13PETREDIS INVESTMENT ADVISORS LLC
CRD 322371
PA$1.69B7Wells Fargo→