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...
With the appetite for quality financial advisors richer today than it has ever been, it is definitely a buyer's market for you guys. So you better know what you're looking for in a brokerage house, and how to find out if a particular firm has got...