The Investment Center Inc.
1420 U.S. Highway 206 N.
Bedminster, NJ 07921
Clearing firm: Pershing LLC
No. advisers: 267
No. franchises: 188
Year founded: 1986
Year end: Dec. 31
Discover what is possible when the focus of an award winning company is on you.
Choosing the right broker-dealer is possibly one of the most important business decisions you will ever make. Learn how partnering with The Investment Center will provide you with an outstanding level of service, a wide-range of product solutions, and innovative marketing support.
There is a reason The Investment Center is a seven-time winner of Investment Advisor's Magazine's Broker/Dealer of the year - we offer a level of personalized service that larger firms can't match.
By joining The Investment Center an advisor has full access to a diverse team of highly accomplished experts in our field, including finance, marketing, technology, and practice management.
Our approach gives our advisors the flexibility to run their business the way they choose. Because we refrain from offering proprietary products, our advisors are free to choose from a broad range of traditional brokerage products, mutual funds, insurance products and fee-based solutions. Our product selection coupled with an infrastructure designed to meet an advisor's needs in a timely manner, ultimately results in an enhanced advisor-client relationship. Our practice management experts offer proven strategies in client acquisition and retention to help our advisors reach their specific goals and objectives.
Discover what is possible when the focus of an award-winning company is on you. Call us at 888-868-4805.
|No. of reps||267||246||275|
|No. of producing reps||—||238||233|
|No. of reps producing $100K-$499K /year||—||89||93|
|Total revenues: Other||$3,373,768||$3,249,073||$3,633,759|
|Total account assets||$6,100,000,000||$6,100,000,000||$6,300,000,000|
|Total account assets: Other||$4,100,000,000||$4,100,000,000||$4,200,000,000|
|Average assets per rep||$24,796,748||$22,181,818||$22,419,929|
|Social Media & Mobile|
|Allows advisers to use social media||Y|
|Social media sites allowed||Facebook|
|Dedicated mobile application for advisers?||N|
|Primary purpose of mobile application||—|
- N/A = Not available
- N/D = Not disclosed
- — = Information not available or not disclosed
All 2011-2016 recruitment and staffing data is as of Dec. 31 in the calendar year displayed. Prior year recruitment and staffing data is as of Sept. 30. All financial figures are for firms' year end, unless noted.
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