SourcingSourcing
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12 firms
ActiveState: NJ×State: UT×Custodian: BNY Mellon×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
B53LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.
CRD 171967
NJ$237.4M1LPL Financial→
C47VISION RETIREMENT, LLC
CRD 173064
NJ$633.7M7LPL Financial→
C46ABNER HERRMAN & BROCK, LLC
CRD 8517
NJ$2.74B5LPL Financial→
C41ALIGN ADVISOR GROUP, LLC
CRD 336638
NJ$127.5M2LPL Financial→
C35ZAIS GROUP LLC
CRD 108371
NJ$5.26B—BNY Mellon→
C32SOLUS ALTERNATIVE ASSET MANAGEMENT LP
CRD 144155
NJ$3.19B—BNY Mellon→
C32COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC
CRD 150088
NJ$121.46B—BNY Mellon→
C32WOMEN'S WEALTH ADVISOR
CRD 317291
NJ$120.8M7LPL Financial→
C29PGIM INVESTMENTS LLC
CRD 105670
NJ$344.84B50BNY Mellon→
C28ATLAS PRIVATE WEALTH ADVISORS, LLC
CRD 283744
NJ$859.8M19LPL Financial→
C24VAN LEEUWEN & COMPANY, LLC
CRD 126447
NJ——LPL Financial→
C20EDGESTREAM PARTNERS, L.P.
CRD 166338
NJ$4.89B—BNY Mellon→