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1,049 firms
ActiveState: MA×State: NJ×clear all
ScoreFirmStateAUMAdvisorsCustodian
B62NOBSCOT INVESTMENT MANAGEMENT LLC
CRD 283289
MA$164.2M1Fidelity→
B61O'ROURKE & COMPANY, INCORPORATED
CRD 132481
MA$555.1M3E*Trade→
B61COVALENT PARTNERS LLC
CRD 140494
MA$117.3M—Goldman Sachs→
B61ESSEX PRIVATE WEALTH MANAGEMENT LLC
CRD 149991
MA$330.5M4Fidelity→
B61PROFICIENT WEALTH COUNSELORS, LLC
CRD 152640
MA$146.9M1Charles Schwab→
B61THE SHER WEALTH MANAGEMENT GROUP, INC.
CRD 172369
MA$145.6M2LPL Financial→
B61CHARLES RIVER WEALTH MANAGEMENT, LLC
CRD 288017
MA$110.3M1Raymond James→
B61BLUEBIRD WEALTH MANAGEMENT LLC
CRD 293420
MA$154.0M3Charles Schwab→
B61STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.
CRD 114922
MA$2.84B1E*Trade→
B60SEAPORT GLOBAL ADVISORS, LLC
CRD 154287
MA$46.3M1E*Trade→
B60ALJEN ASSET MANAGEMENT LLC
CRD 128962
NJ$230.2M3E*Trade→
B60MILLINGTON SECURITIES, LLC
CRD 147298
NJ$140.5M—E*Trade→
B60OT MANAGEMENT, LLC
CRD 284192
MA$232.4M—E*Trade→
B60ORVIETO PARTNERS, L.P.
CRD 313475
MA$179.6M—Morgan Stanley→
B60TIMBER CREEK CAPITAL MANAGEMENT, LLC
CRD 146220
MA$636.8M3Fidelity→
B59EXCHANGE PLACE ADVISORS, LLC
CRD 125240
MA$379.7M3E*Trade→
B59BYRON PLACE CAPITAL MANAGEMENT, LLC
CRD 282078
NJ$48.4M1E*Trade→
B59PARADIGM WEALTH ADVISORY LLC
CRD 283120
NJ$201.2M7Charles Schwab→
B59ACA/PRUDENT INVESTORS PLANNING CORPORATION
CRD 47798
NJ$351.4M2E*Trade→
B59U. S. BOSTON CAPITAL CORPORATION
CRD 5251
MA$359.8M18E*Trade→
B59RSW INVESTMENTS HOLDINGS, LLC
CRD 302023
NJ$2.30B2Morgan Stanley→
B59ASSET MANAGEMENT CONSULTING SERVICES, INC.
CRD 128793
NJ$144.2M2Pershing→
B59KENSINGTON FINANCIAL ADVISORS LLC
CRD 136346
NJ$159.9M2Charles Schwab→
B58JMC MANAGEMENT, LLC
CRD 169235
MA$211.9M—E*Trade→
B58CORRADO ADVISORS, LLC
CRD 111721
NJ$252.8M6Charles Schwab→
B58TALARA CAPITAL MANAGEMENT, LLC
CRD 158866
NJ$317.6M—U.S. Bank→
B58MAP FUNDS MANAGEMENT, LLC
CRD 165979
MA$25.8M—E*Trade→
B58ALTMAN INVESTMENT MANAGEMENT LLC
CRD 113832
NJ$119.9M6Charles Schwab→
B58WOLOSHIN INVESTMENT MANAGEMENT, LLC
CRD 132346
NJ$180.4M3Charles Schwab→
B58WOLFSTICH CAPITAL, LLC
CRD 146026
MA$162.1M1Charles Schwab→
B58CONSTANT GUIDANCE FINANCIAL, LLC
CRD 172612
MA$198.0M1Charles Schwab→
B58JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
CRD 155392
NJ$161.7M15E*Trade→
B57AEQUITAS INVESTMENT ADVISORS, LLC
CRD 127625
MA$826.1M5Charles Schwab→
B57CENTURY EQUITY PARTNERS LLC
CRD 281939
MA$378.3M—E*Trade→
B57LTG CAPITAL LLC
CRD 128216
MA$142.2M3Charles Schwab→
B57GULFSTREAM CM, LLC
CRD 165459
NJ$244.2M4Pershing→
B57WORLDLY PARTNERS MANAGEMENT, LLC
CRD 309792
MA$226.8M—E*Trade→
B57PRESTIGE WEALTH MANAGEMENT GROUP, LLC
CRD 127381
NJ$666.4M5Charles Schwab→
B57WEST BRANCH CAPITAL LLC
CRD 133813
MA$690.1M4Charles Schwab→
B57MERIDIAN FINANCIAL, LLC
CRD 119679
MA$283.9M2Charles Schwab→
B57MULLOOLY ASSET MANAGEMENT, INC.
CRD 121184
NJ$455.6M4Charles Schwab→
B56EXCEL CAPITAL MANAGEMENT CORP
CRD 109229
NJ$192.5M2E*Trade→
B56SHAPIRO FINANCIAL SECURITY GROUP, INC.
CRD 120801
NJ$152.6M3E*Trade→
B56STRATEGIC PLANNING GROUP, INC.
CRD 124855
MA$218.6M2E*Trade→
B56MFG INVESTMENTS, LLC
CRD 125122
NJ$146.5M5E*Trade→
B56CAPE ANN CAPITAL, INC.
CRD 128942
MA$193.0M2E*Trade→
B56GRAND SLAM ASSET MANAGEMENT, LLC
CRD 161122
NJ$35.0M—Wells Fargo→
B56WEALTH MANAGEMENT ASSOCIATES, INC.
CRD 117606
NJ$717.4M11E*Trade→
B56SOUTH SHORE CAPITAL ADVISORS, LLC
CRD 142915
MA$272.8M3Charles Schwab→
B56MLP3, LLC
CRD 296314
NJ$248.1M2E*Trade→