SourcingSourcing
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11 firms
ActiveState: OH×State: NJ×State: VA×Custodian: Wells Fargo×clear all
ScoreFirmStateAUMAdvisorsCustodian
B56GRAND SLAM ASSET MANAGEMENT, LLC
CRD 161122
NJ$35.0M—Wells Fargo→
C40HENNION & WALSH ASSET MANAGEMENT, INC.
CRD 126236
NJ$768.8M50Wells Fargo→
C37GENESIS PRIVATE WEALTH, LLC
CRD 315692
VA$482.4M6Wells Fargo→
C35MEYERS WEALTH MANAGEMENT, LLC
CRD 289801
OH$1.93B9Wells Fargo→
C29REDWOOD FINANCIAL PLANNING, LLC
CRD 291250
NJ$388.8M4Wells Fargo→
C25BROWN | MILLER WEALTH MANAGEMENT, LLC
CRD 305742
VA$991.1M11Wells Fargo→
C24STRATEGIC VALUE BANK PARTNERS LLC
CRD 282228
OH$774.1M—Wells Fargo→
C24POETIC GROUP LLC
CRD 293886
NJ$802.5M—Wells Fargo→
C22OXFORD FINANCE ADVISORS, LLC
CRD 304433
VA$2.41B—Wells Fargo→
C21VIRGINIA WEALTH MANAGEMENT GROUP, INC.
CRD 311248
VA$393.8M3Wells Fargo→
C19WATERMARK GROUP, INC.
CRD 108272
NJ$3.82B—Wells Fargo→