The Investment Center Inc.featured
1420 U.S. Highway 206 N.
Bedminster, NJ 07921
Clearing firm: Pershing LLC
No. advisers: 246
No. franchises: 194
Year founded: 1986
Year end: Dec. 31
No. of retail offices: 181
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||246||275||281|
|No. of producing reps||238||233||233|
|No. of reps producing $100K-$499K /year||89||93||152|
|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.
Purchase the complete set of our independent broker-dealer data and profiles in an Excel spreadsheet.
For comments or suggestions about the Adviser Center, please contact us.
Disclaimer: All data and information is the property of InvestmentNews and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews. The data may only be used for internal business use such as to develop a mailing list but the data may not be resold, republished, redistributed, sublicensed or publicly displayed on a web site without the permission of InvestmentNews. All information contained within was obtained through InvestmentNews' annual independent B-D surveys.
Sustainable and socially responsible have been familiar, but forgotten, investment sectors over the past 40 years. Why is that changing? Abdur Nimeri of FlexShares offers his perspective.
Latest news & opinion
Several factors, including consolidation in the independent advice industry and PE's own growing mountain of cash, are fueling the zeal to invest.
Regulator says Kenneth Tyrrell engaged in undisclosed trades worth $13 million.
The "income, diversify and interest rate" pitch was never the main draw for brokers.
Allegations against the wirehouse's former managing director include sexual harassment, which Ford denies.
Senate measure's handling of such small-business income is simpler and makes allowances for more service companies.