SourcingSourcing
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10 firms
ActiveState: AL×State: NJ×Custodian: Raymond James×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
A73BHK SECURITIES, LLC
CRD 139665
AL$128.4M5Wells Fargo→
B56GRAND SLAM ASSET MANAGEMENT, LLC
CRD 161122
NJ$35.0M—Wells Fargo→
B54VENTURE INVESTMENT MANAGEMENT CO., L.L.C.
CRD 160002
NJ$636.8M—Raymond James→
C40HENNION & WALSH ASSET MANAGEMENT, INC.
CRD 126236
NJ$768.8M50Wells Fargo→
C35KENNEDY INVESTMENT GROUP, INC.
CRD 322605
NJ$633.2M5Raymond James→
C33EAGLE WEALTH STRATEGIES, LLC
CRD 323814
NJ$653.8M9Raymond James→
C29REDWOOD FINANCIAL PLANNING, LLC
CRD 291250
NJ$388.8M4Wells Fargo→
C24POETIC GROUP LLC
CRD 293886
NJ$802.5M—Wells Fargo→
C21YORKVILLE ADVISORS GLOBAL, LP
CRD 165390
NJ$900.0M—Raymond James→
C19WATERMARK GROUP, INC.
CRD 108272
NJ$3.82B—Wells Fargo→