AdvisorCensus / Financial advisors / North Carolina / Charlotte, NC / Raymond James & Associates, Inc.
Financial advisors in Charlotte, NC using Raymond James & Associates, Inc.
4 SEC-registered investment advisory firms headquartered in the Charlotte, NC metro area name Raymond James & Associates, Inc. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Davis Investment Partners, LLC | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Intentional | Fort Mill | SEC-registered investment adviser | $100 million to $500 million |
| Muirfield Wealth Advisors LLC | Charlotte | SEC-registered investment adviser | $100 million to $500 million |
| Tannin Capital, LLC | Charlotte | SEC-registered investment adviser | $500 million to $1 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Raymond James & Associates, Inc. nationwide
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AdvisorCensus. Financial advisors in Charlotte, NC using Raymond James & Associates, Inc.. https://advisorcensus.com/advisors/nc/charlotte/custodians/raymond-james-associates https://advisorcensus.com/advisors/nc/charlotte/custodians/raymond-james-associates