SourcingSourcing
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11 firms
ActiveState: NJ×State: OK×Custodian: LPL Financial×Custodian: Equity Trust×Custodian: Altruist×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→
C45PHILADELPHIA INVESTMENT PARTNERS, LLC
CRD 122733
NJ$176.0M3Altruist→
C41ALIGN ADVISOR GROUP, LLC
CRD 336638
NJ$127.5M2LPL Financial→
C32WOMEN'S WEALTH ADVISOR
CRD 317291
NJ$120.8M7LPL Financial→
C28ATLAS PRIVATE WEALTH ADVISORS, LLC
CRD 283744
NJ$859.8M19LPL Financial→
C27FORGE FINANCIAL SERVICES, LLC
CRD 306480
OK$1.46B15LPL Financial→
C24VAN LEEUWEN & COMPANY, LLC
CRD 126447
NJ——LPL Financial→
C17GAELIN LLC
CRD 336808
NJ—1Altruist→
C16FLATLANDS WEALTH LLC
CRD 338529
OK—1Altruist→