Firm City Phone Website Total AUM (millions) Total Accounts Number of investment advisors Number of clients 1 Veritable LP Newtown Square, PA 610-640-9551 www.veritablelp.com $8,442 1,558 11-50 500 2 Oxford Financial Group, Ltd Carmel, IN 317-843...
Felipe Luna is on the Prowl for More Advisors particularly wirehouse reps who are lusting after the independent life for his RIA firm, San Jose, Calif.-based Concert Wealth Management. In October, Concert brought on three Morgan Stanley reps with...