SourcingSourcing
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27 firms
ActiveState: GA×State: NJ×Custodian: LPL Financial×Custodian: Wells Fargo×Custodian: Hilltop Securities×clear all
ScoreFirmStateAUMAdvisorsCustodian
B57WIREGRASS INVESTMENT MANAGEMENT LLC
CRD 284608
GA$159.7M1LPL Financial→
B56GRAND SLAM ASSET MANAGEMENT, LLC
CRD 161122
NJ$35.0M—Wells Fargo→
B53LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.
CRD 171967
NJ$237.4M1LPL Financial→
C48PROACTIVE WEALTH STRATEGIES, LLC
CRD 318872
GA$315.8M5LPL Financial→
C48CAPITAL AND PLANNING, LLC
CRD 321104
GA$193.9M3LPL Financial→
C47VISION RETIREMENT, LLC
CRD 173064
NJ$633.7M7LPL Financial→
C46ABNER HERRMAN & BROCK, LLC
CRD 8517
NJ$2.74B5LPL Financial→
C43WELLSPRING WEALTH MANAGEMENT LLC
CRD 134834
GA$584.8M5LPL Financial→
C41ALIGN ADVISOR GROUP, LLC
CRD 336638
NJ$127.5M2LPL Financial→
C40HENNION & WALSH ASSET MANAGEMENT, INC.
CRD 126236
NJ$768.8M50Wells Fargo→
C38GLOBALT INVESTMENTS LLC
CRD 328039
GA$3.02B12LPL Financial→
C36THE JENKINS FINANCIAL GROUP, INC.
CRD 125941
GA$270.1M3LPL Financial→
C32WOMEN'S WEALTH ADVISOR
CRD 317291
NJ$120.8M7LPL Financial→
C31FOREST INVESTMENT ASSOCIATES L.P.
CRD 110163
GA$5.24B—Wells Fargo→
C31HAMILTON CAPITAL PARTNERS, LLC
CRD 314344
GA$444.0M2LPL Financial→
C30MPWM ADVISORY SOLUTIONS LLC
CRD 169885
GA$326.9M16LPL Financial→
C29REDWOOD FINANCIAL PLANNING, LLC
CRD 291250
NJ$388.8M4Wells Fargo→
C28GER LOFTIN WEALTH ADVISORS, LLC
CRD 305359
GA$344.5M6LPL Financial→
C28ATLAS PRIVATE WEALTH ADVISORS, LLC
CRD 283744
NJ$859.8M19LPL Financial→
C27EQUITY INVESTMENT CORPORATION
CRD 283930
GA$3.51B16Wells Fargo→
C26BENEDICT FINANCIAL ADVISORS, INC.
CRD 116690
GA$529.4M8LPL Financial→
C24VAN LEEUWEN & COMPANY, LLC
CRD 126447
NJ——LPL Financial→
C24ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC
CRD 113106
GA$1.07B16Wells Fargo→
C24POETIC GROUP LLC
CRD 293886
NJ$802.5M—Wells Fargo→
C23IFG ADVISORY, LLC
CRD 168012
GA$4.76B50LPL Financial→
C19WATERMARK GROUP, INC.
CRD 108272
NJ$3.82B—Wells Fargo→
C10NAVIGATION CAPITAL PARTNERS, INC.
CRD 156906
GA——Wells Fargo→