ScoreFirmStateAUMAdvisorsCustodian
C45PHILADELPHIA INVESTMENT PARTNERS, LLC
CRD 122733
NJ$176.0M3Altruist
C17GAELIN LLC
CRD 336808
NJ1Altruist
C16FLETCHER WEALTH MANAGEMENT, INC.
CRD 322877
TN1Altruist
C16FLATLANDS WEALTH LLC
CRD 338529
OK1Altruist