SourcingSourcing
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12 firms
ActiveState: OH×State: NJ×Custodian: Wells Fargo×Custodian: Altruist×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56GRAND SLAM ASSET MANAGEMENT, LLC
CRD 161122
NJ$35.0M—Wells Fargo→
C45PHILADELPHIA INVESTMENT PARTNERS, LLC
CRD 122733
NJ$176.0M3Altruist→
C40HENNION & WALSH ASSET MANAGEMENT, INC.
CRD 126236
NJ$768.8M50Wells Fargo→
C39AFFINITY WEALTH LLC
CRD 285169
OH$217.5M2Altruist→
C35MEYERS WEALTH MANAGEMENT, LLC
CRD 289801
OH$1.93B9Wells Fargo→
C29REDWOOD FINANCIAL PLANNING, LLC
CRD 291250
NJ$388.8M4Wells Fargo→
C24STRATEGIC VALUE BANK PARTNERS LLC
CRD 282228
OH$774.1M—Wells Fargo→
C24POETIC GROUP LLC
CRD 293886
NJ$802.5M—Wells Fargo→
C22YOUR FINANCIAL PHARMACIST PLANNING, LLC
CRD 282918
OH$53.2M4Altruist→
C19WATERMARK GROUP, INC.
CRD 108272
NJ$3.82B—Wells Fargo→
C17GATEWAY FINANCIAL
CRD 306078
OH—1Altruist→
C17GAELIN LLC
CRD 336808
NJ—1Altruist→