Value add · probable Boston, MA $811M 6 11 2023 Corporate pension Milwaukee, WI Independent wealth NORTHFIELD, IL $129M 2 2012 State registered BOSTON, MA $9.9M 2026 Business services Boston, MA 70 Business services Milwaukee, WI 90 Foundation Atlanta, GA $367M 2024 Buyout Large cap
New York, NY $223B 208 10 2024 Business services Cleveland, OH 167 Specialty distribution Marcus, IA 55 Business services Palo Alto, CA 359 MARCUS OTT Person · RIA / Wealth · OSAIC WEALTH, INC.
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Bd affiliated wealth WI 2013 MARCUS LAI Person · RIA / Wealth · RBC PRIVATE COUNSEL (USA) INC.
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Bd affiliated wealth 1993 MARCUS REED Person · RIA / Wealth · matched MARCUS REED UPDEGRAFF · CHARLES SCHWAB & CO., INC.
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National bd RIA TX 1996 Marcus Hirt Person · RIA / Wealth · J.P. MORGAN SECURITIES LLC
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Wirehouse CA 2014 MARCUS RICK Person · RIA / Wealth · CETERA INVESTMENT ADVISERS LLC
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Bd affiliated wealth MN 2015 MARCUS BURNS Person · RIA / Wealth · HUNTINGTON FINANCIAL ADVISORS
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Bd affiliated wealth IN 2004 MARCUS JASSO Person · RIA / Wealth · OVERLOOK PARK WEALTH, LLC
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State registered TX 2002 Corporate pension Dallas, TX $330M 31 12 7 2025 Independent wealth Lido
CA 2015 Marcus Freel Person · RIA / Wealth · J.P. MORGAN SECURITIES LLC
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Wirehouse TX 2005 National bd RIA UT 2006 Marcus Suman Person · RIA / Wealth · J.P. MORGAN SECURITIES LLC
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Wirehouse AZ 2016 MARCUS TOBIN Person · RIA / Wealth · KEY INVESTMENT SERVICES LLC
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Bd affiliated wealth NY 2012 Marcus A Utt Person · RIA / Wealth · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Wirehouse FL 2016 National bd RIA KS 2012 MARCUS LEUNG Person · RIA / Wealth · MML INVESTORS SERVICES, LLC
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Bd affiliated wealth CA 2007 MARCUS LYMAN Person · RIA / Wealth · matched MARCUS WALKER LYMAN II · MORGAN STANLEY
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Wirehouse LA 1998 Marcus Rusch Person · RIA / Wealth · FLORIDA FINANCIAL ADVISORS, LLC
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Bd affiliated wealth PA 2002 Bd affiliated wealth CA 2012 MARCUS BERGER Person · RIA / Wealth · A.G.P / ALLIANCE GLOBAL PARTNERS
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Independent wealth FL 1990 National bd RIA MD 2005 Marcus Arnold Person · RIA / Wealth · CETERA INVESTMENT ADVISERS LLC
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Bd affiliated wealth GA 2009 Wirehouse MD 2010 National bd RIA TX 2013 Bd affiliated wealth NH 2016 MARCUS SIKORS Person · RIA / Wealth · CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
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Bd affiliated wealth CA 2007 Wirehouse CT 1990 MARCUS WERNKE Person · RIA / Wealth · AMERITAS ADVISORY SERVICES, LLC
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Bd affiliated wealth NE 2009 Marcus Afzali Person · RIA / Wealth · RAYMOND JAMES & ASSOCIATES, INC.
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National bd RIA FL 2011 Marcus Bolton Person · RIA / Wealth · MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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Wirehouse FL 2015 National bd RIA OH 2016 Marcus Graham Person · RIA / Wealth · TRUIST ADVISORY SERVICES, INC.
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Bd affiliated wealth SC 2008 Marcus Riccio Person · RIA / Wealth · WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
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Bd affiliated wealth MN 2016 Wirehouse TX 2009 National bd RIA MI 2011 Independent wealth IL 1991 Independent wealth IL 2011 Wirehouse NY 2002 MARCUS GUNAWAN Person · RIA / Wealth · PACKERLAND BROKERAGE SERVICES, INC.
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Independent wealth CA 1998