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160 firms
ActiveState: NJ×Custodian: State Street×Custodian: Charles Schwab×clear all
ScoreFirmStateAUMAdvisorsCustodian
A76CASTLE FINANCIAL & RETIREMENT PLANNING ASSOCIATES INC
CRD 107865
NJ$107.9M1Charles Schwab→
A75GLOBAL WEALTH MANAGEMENT, LLC
CRD 153677
NJ$245.7M3Charles Schwab→
A72DELTA CAPITAL MANAGEMENT LLC
CRD 106248
NJ$240.2M1Charles Schwab→
A72STAWNYCHY FINANCIAL SERVICES, INC.
CRD 128859
NJ$131.2M1Charles Schwab→
A71AURORA PRIVATE WEALTH, INC.
CRD 281604
NJ$374.0M21Charles Schwab→
A70REDWOOD WEALTH MANAGEMENT GROUP, LLC
CRD 281741
NJ$317.2M—Charles Schwab→
A68OMEGA CAPITAL MANAGEMENT,LLC
CRD 129167
NJ$139.7M1Charles Schwab→
A67CARNEGIE LAKE ADVISORS LLC
CRD 330024
NJ$403.0M7Charles Schwab→
A66WEALTH PLANNING ASSET MANAGEMENT LIMITED LIABILITY COMPANY
CRD 279034
NJ$115.3M2Charles Schwab→
A65SACKS & ASSOCIATES, LLC
CRD 174909
NJ$212.8M3Charles Schwab→
B64PRESTIGE WEALTH SERVICES GROUP, INC.
CRD 166641
NJ$175.2M4Charles Schwab→
B62TC FINANCIAL MANAGEMENT, CO. INC.
CRD 128967
NJ$122.7M2Charles Schwab→
B59PARADIGM WEALTH ADVISORY LLC
CRD 283120
NJ$201.2M7Charles Schwab→
B59KENSINGTON FINANCIAL ADVISORS LLC
CRD 136346
NJ$159.9M2Charles Schwab→
B58CORRADO ADVISORS, LLC
CRD 111721
NJ$252.8M6Charles Schwab→
B58ALTMAN INVESTMENT MANAGEMENT LLC
CRD 113832
NJ$119.9M6Charles Schwab→
B58WOLOSHIN INVESTMENT MANAGEMENT, LLC
CRD 132346
NJ$180.4M3Charles Schwab→
B57PRESTIGE WEALTH MANAGEMENT GROUP, LLC
CRD 127381
NJ$666.4M5Charles Schwab→
B57MULLOOLY ASSET MANAGEMENT, INC.
CRD 121184
NJ$455.6M4Charles Schwab→
B55BPP WEALTH SOLUTIONS, LLC
CRD 166962
NJ$247.3M4Charles Schwab→
B55SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC
CRD 298315
NJ$454.2M5Charles Schwab→
B55TEPLITZ FINANCIAL GROUP LLC
CRD 122038
NJ$131.7M1Charles Schwab→
B54STOLZER ROTHSCHILD LEVY LLC
CRD 169817
NJ$166.0M2Charles Schwab→
B54SFI ADVISORS, LLC
CRD 287929
NJ$176.0M4Charles Schwab→
B54HUDSON OAK WEALTH ADVISORY LLC
CRD 300218
NJ$133.9M1Charles Schwab→
B53AZNAR FINANCIAL ADVISORS, LLC
CRD 121388
NJ$169.6M6Charles Schwab→
B53STEMBROOK ASSET MANAGEMENT, LLC
CRD 144116
NJ$147.5M2Charles Schwab→
B53DAVIDSON WEALTH MANAGEMENT LLC
CRD 153227
NJ$172.4M3Charles Schwab→
B53SUSTAINVEST ASSET MANAGEMENT, LLC
CRD 166685
NJ$137.4M1Charles Schwab→
B52LUMIDA WEALTH MANAGEMENT LLC
CRD 323410
NJ$132.8M5Charles Schwab→
B52FRIEDENTHAL FINANCIAL, LLC
CRD 150457
NJ$196.4M4Charles Schwab→
B52NHWM LLC
CRD 328155
NJ$203.3M6Charles Schwab→
B51SEABRIDGE INVESTMENT ADVISORS LLC
CRD 108681
NJ$771.2M11Charles Schwab→
B51DUMONT & BLAKE INVESTMENT ADVISORS LLC
CRD 109318
NJ$562.3M4Charles Schwab→
B51SUMMIT PLACE FINANCIAL ADVISORS,LLC
CRD 147984
NJ$300.4M4Charles Schwab→
C50ZYNERGY RETIREMENT PLANNING
CRD 143861
NJ$173.0M5Charles Schwab→
C48PEGASUS GROUP, LLC
CRD 113499
NJ$91.3M2Charles Schwab→
C48GCI FINANCIAL GROUP, INC.
CRD 124193
NJ$145.1M3Charles Schwab→
C48MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC.
CRD 125584
NJ$168.7M2Charles Schwab→
C48PERSONAL FINANCIAL SOLUTIONS, LLC
CRD 129095
NJ$155.6M2Charles Schwab→
C48TANDEM INVESTMENT PARTNERS, LLC
CRD 172309
NJ$200.2M3Charles Schwab→
C48AHARA ADVISORS LLC
CRD 312385
NJ$185.4M2Charles Schwab→
C48HFM INVESTMENT ADVISORS, LLC
CRD 289103
NJ$404.1M7Charles Schwab→
C48SYSTEMATIC FINANCIAL MANAGEMENT LP
CRD 106146
NJ$4.21B5Charles Schwab→
C47ROUNDANGLE ADVISORS LLC
CRD 282178
NJ$215.5M2Charles Schwab→
C47GENESIS FINANCIAL GROUP, LLC
CRD 327996
NJ$171.3M1Charles Schwab→
C47TILSON FINANCIAL GROUP INC
CRD 110890
NJ$750.6M8Charles Schwab→
C47BRAVIAS CAPITAL GROUP, LLC
CRD 289589
NJ$212.0M6Charles Schwab→
C47ANCHORED FINANCIAL PLANNING LLC
CRD 336537
NJ$182.9M2Charles Schwab→
C46LEATHERBACK INVESTMENTS LLC
CRD 299608
NJ$169.6M2Charles Schwab→