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Recent Companies
The Investment Center Inc.featured
Bedminster, NJ - For more than 30 years The Investment Center has had one focus - the success of every advisor who partners with us. Combining a wide selection of non-proprietary investment and insurance products with an uncompromising level of personal support, The Investment Center is dedicated to giving our advisors everything they need to succeed.
LPL Financial LLCfeatured
San Diego, CA
Mckinley Carter Wealth Services, Inc.
Wheeling, WV
Timber Creek Capital Management, Llc
Boston, MA
J.E. Simmons & Co., P.C.
Dallas, TX
Moneta Group Investment Advisors, LLC
Clayton, MO
Regency Wealth Management
Ramsey, NJ
Towercrest Capital Management, Llc
Newtown, PA
Angeles Wealth Management, Llc
Santa Monica, CA
Chronicle Advisors Llc
Santa Barbara, CA
Justinvest, Llc
Oakland, CA
Hunter Lewis Llc
Charlottesville, VA
M Capital Advisors
Nashville, TN
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For information about a featured company listing, please contact us.
RIA Data Center
| 1 | CAMBRIDGE ASSOCIATES, LLC | $294,346,038,709 |
| 2 | FISHER INVESTMENTS | $208,905,102,124 |
| 3 | HALL CAPITAL PARTNERS LLC | $55,707,371,841 |
| 4 | JASPER RIDGE PARTNERS, L.P. | $35,105,733,818 |
| 5 | MONETA GROUP INVESTMENT ADVISORS, LLC | $32,888,762,887 |
| 1 | COMPREHENSIVE FINANCIAL MANAGEMENT LLC | $812,662,569 |
| 2 | JASPER RIDGE PARTNERS, L.P. | $716,443,547 |
| 3 | CAMBRIDGE ASSOCIATES, LLC | $515,492,187 |
| 4 | HALL CAPITAL PARTNERS LLC | $301,120,929 |
| 5 | CAMBRIDGE ASSOCIATES LTD LLC | $245,570,008 |
| 1 | FISHER INVESTMENTS | $208,905,102,124 |
| 2 | CAMBRIDGE ASSOCIATES, LLC | $53,128,085,277 |
| 3 | JASPER RIDGE PARTNERS, L.P. | $34,075,670,371 |
| 4 | SILVERCREST ASSET MANAGEMENT GROUP LLC | $25,073,274,725 |
| 5 | HALL CAPITAL PARTNERS LLC | $24,151,335,573 |
| 1 | CAMBRIDGE ASSOCIATES, LLC | $241,217,953,432 |
| 2 | HALL CAPITAL PARTNERS LLC | $31,556,036,268 |
| 3 | MONETA GROUP INVESTMENT ADVISORS, LLC | $14,651,179,572 |
| 4 | WE FAMILY OFFICES | $13,382,462,057 |
| 5 | OXFORD FINANCIAL GROUP, LTD | $9,799,671,503 |
Advisers on the Move
Eden Lopez Leslie Schwartz Paula Steinberg
Joining: RBC Capital Markets, LLCLeaving: JPMorgan Chase & Co.Ernie Coffindaffer Nancy Dotson Tom Fox
Joining: Stifel, Nicolaus & Company, IncorporatedLeaving: Wells Fargo Clearing Services, LLCKirk Abrahamson David Gray
Joining: Raymond James & Associates, Inc.Leaving: RBC Capital Markets, LLC
