SourcingSourcing
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24 firms
ActiveState: NJ×State: OK×State: NY×Custodian: LPL Financial×Custodian: Shareholders Service Group×clear all
ScoreFirmStateAUMAdvisorsCustodian
B57MURPHY WEALTH MANAGEMENT GROUP, INC.
CRD 277161
NY$251.9M3LPL Financial→
B55HUDSON VALLEY WEALTH MANAGEMENT, INC
CRD 146338
NY$48.8M1LPL Financial→
B53MEADOWBROOK WEALTH MANAGEMENT, LLC
CRD 110508
NY$110.1M2LPL Financial→
B53LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.
CRD 171967
NJ$237.4M1LPL Financial→
B50GRANEY & KING, LLC
CRD 126461
NY$484.4M4LPL Financial→
C48CIRCLE N ADVISORS, LLC
CRD 271027
NY$94.2M1LPL Financial→
C47VISION RETIREMENT, LLC
CRD 173064
NJ$633.7M7LPL Financial→
C46ABNER HERRMAN & BROCK, LLC
CRD 8517
NJ$2.74B5LPL Financial→
C46MWMG ADVISORS, LLC
CRD 338376
NY$40.0M2LPL Financial→
C43FLYNN ZITO CAPITAL MANAGEMENT, LLC
CRD 152689
NY$773.9M7LPL Financial→
C43PROSPECT FINANCIAL SERVICES LLC
CRD 314154
NY$431.0M9LPL Financial→
C41ALIGN ADVISOR GROUP, LLC
CRD 336638
NJ$127.5M2LPL Financial→
C39ROCKLINE WEALTH MANAGEMENT LLC
CRD 324004
NY$749.6M4LPL Financial→
C35HOLISTIC WEALTH ADVISORS
CRD 332918
NY$278.7M7LPL Financial→
C35ALESCO ADVISORS, LLC, AN ESL COMPANY
CRD 339091
NY$5.61B13LPL Financial→
C32WOMEN'S WEALTH ADVISOR
CRD 317291
NJ$120.8M7LPL Financial→
C29COURIER CAPITAL, LLC
CRD 282485
NY$3.59B13LPL Financial→
C28MARSHALL + STERLING WEALTH ADVISORS, INC.
CRD 164345
NY$1.59B9LPL Financial→
C28ATLAS PRIVATE WEALTH ADVISORS, LLC
CRD 283744
NJ$859.8M19LPL Financial→
C27EQUITABLE ADVISORS, LLC
CRD 6627
NY$42.48B50LPL Financial→
C27FORGE FINANCIAL SERVICES, LLC
CRD 306480
OK$1.46B15LPL Financial→
C26THE PINNACLE FINANCIAL GROUP
CRD 164395
NY$1.38B40LPL Financial→
C25CION ARES MANAGEMENT, LLC
CRD 284930
NY$8.00B—Shareholders Service Group→
C24VAN LEEUWEN & COMPANY, LLC
CRD 126447
NJ——LPL Financial→