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&Wealth Partners

Baltimore, MD

1776 Wealth Llc

Sandy Springs, GA

2088 Advisory, Lp

New York, NY

5C Capital Management, Llc

Woodcliff Lake, NJ

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RIA Data Center

1Financial Engines Advisors L.L.C.$229,000,000,000
2Cambridge Associates, Llc$183,458,000,000
3Fisher Investments$120,949,000,000
4Hall Capital Partners$41,599,805,285
5Aperio Group, Llc$34,486,886,409
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Advisers on the Move

  • Glen Wilk

    Joining: Ameriprise Financial Services, Inc.
    Leaving: Wells Fargo Advisors, LLC
  • Jeffery Davis

    Joining: Ameriprise Financial Services, Inc.
    Leaving: Morgan Stanley
  • Sid Grant

    Joining: Raymond James Financial Services, Inc.
    Leaving: Wells Fargo Advisors, LLC