Nationwide Planning Associates, Inc.
115 West Century Road, Suite 360
Paramus, NJ 07652
Clearing firm: Pershing LLC
No. advisers: 124
No. franchises: 30
Year founded: 1992
Year end: Dec. 31
No. of retail offices: 31
Recruitment & Staffing
|No. of reps||124||114||101|
|No. of producing reps||124||114||101|
|No. of reps producing $100K-$499K /year||43||34||30|
|Total revenues: Other||$2,085,132||$1,952,707||$1,438,856|
|Total account assets||$2,230,229,452||$1,882,823,314||$1,754,112,282|
|Total account assets: Other||$1,712,987,214||$1,404,188,554||$1,362,866,945|
|Average assets per rep||$17,985,721||$16,515,994||$17,367,448|
September 27, 2018 - New Jersey brokerage executives expressed consternation over adding another layer of regulation by requiring them to adhere to a fiduciary standard, predicting officials will face stiff headwinds in getting it across the finish line. "The state of New...
January 22, 2017 - The 2017 InvestmentNews independent-broker-dealer directory is based on information provided by 90 eligible firms. To be considered for future listings, contact INResearch@investmentnews.com. Visit InvestmentNews.com/bddata for more-complete profiles....
May 9, 2016 - Broker-dealers are examining their revenue streams as they seek to adapt to the Labor Department's fiduciary rule amid heightened concerns about market volatility and regulation. Many see the new rule, which requires advisers to act in the best interest...
- 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.