SourcingSourcing
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27 firms
ActiveState: IA×State: OH×State: NJ×Custodian: U.S. Bank×Custodian: LPL Financial×clear all
ScoreFirmStateAUMAdvisorsCustodian
B61HARDY & HARDY CO LLC
CRD 145088
OH$269.4M2LPL Financial→
B58TALARA CAPITAL MANAGEMENT, LLC
CRD 158866
NJ$317.6M—U.S. Bank→
B53VISION FINANCIAL MANAGEMENT, LLC
CRD 170003
OH$165.7M2LPL Financial→
B53LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.
CRD 171967
NJ$237.4M1LPL Financial→
B51WEIS ADVISORY, LLC
CRD 217517
IA$225.6M4LPL Financial→
B51HFG ADVISORS, INC.
CRD 282027
OH$426.7M5LPL Financial→
C49SYMPHONY FINANCIAL SERVICES, INC.
CRD 125058
OH$428.7M7LPL Financial→
C48KINETIC WEALTH INVESTMENT ADVISORS, LLC
CRD 311536
OH$214.5M3LPL Financial→
C47VISION RETIREMENT, LLC
CRD 173064
NJ$633.7M7LPL Financial→
C46ABNER HERRMAN & BROCK, LLC
CRD 8517
NJ$2.74B5LPL Financial→
C44OM ADVISERS LP
CRD 309024
NJ$189.5M—U.S. Bank→
C42PLANNED FINANCIAL SERVICES, LLC
CRD 112879
OH$472.5M4LPL Financial→
C41ALIGN ADVISOR GROUP, LLC
CRD 336638
NJ$127.5M2LPL Financial→
C38REDWOOD FINANCIAL NETWORK CORP.
CRD 157834
OH$262.8M8LPL Financial→
C38LSB CAPITAL MANAGEMENT, INC.
CRD 310466
IA$228.8M6LPL Financial→
C37RETIRERIGHT, LLC
CRD 300925
IA$561.1M5LPL Financial→
C34AMERICAN MONEY MANAGEMENT CORPORATION ("AMMC")
CRD 161853
OH$21.32B—U.S. Bank→
C34COMPASS FINANCIAL SERVICES, INC.
CRD 109441
IA$407.4M7LPL Financial→
C33REVOLVERCAP MANAGEMENT, L.P.
CRD 290377
NJ$1.05B—U.S. Bank→
C32EUKLES ASSET MANAGEMENT, LLC
CRD 156649
OH$341.1M4LPL Financial→
C32WOMEN'S WEALTH ADVISOR
CRD 317291
NJ$120.8M7LPL Financial→
C28ATLAS PRIVATE WEALTH ADVISORS, LLC
CRD 283744
NJ$859.8M19LPL Financial→
C26ONEX CREDIT PARTNERS, LLC
CRD 138941
NJ$30.14B—U.S. Bank→
C25BOYD WATTERSON ASSET MANAGEMENT, LLC
CRD 107808
OH$18.81B18U.S. Bank→
C25FORZA INVESTMENT GROUP, LP
CRD 329156
NJ$3.94B—U.S. Bank→
C24VAN LEEUWEN & COMPANY, LLC
CRD 126447
NJ——LPL Financial→
C15FIVE TALENTS FINANCIAL MANAGEMENT GROUP LLC
CRD 307987
IA$256.0M5LPL Financial→