The Investment Center Inc.
1420 U.S. Highway 206 N.
Bedminster, NJ 07921
Clearing firm: Pershing LLC
No. advisers: 274
No. franchises: 188
Year founded: 1986
Year end: Dec. 31
No. of retail offices: 210
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||274||254||275|
|No. of producing reps||238||222||233|
|No. of reps producing $100K-$499K /year||91||89||93|
|Total revenues: Other||$3,422,710||$3,373,768||$3,249,073|
|Total account assets||$6,300,000,000||$6,100,000,000||$6,100,000,000|
|Total account assets: Other||$3,900,000,000||$4,100,000,000||$4,100,000,000|
|Average assets per rep||$22,992,701||$24,015,748||$22,181,818|
|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.
Sponsored by Schwab Advisor Services
Latest news & opinion
Chairman Ben Brigeman will serve as interim chief executive while a search for a permanent CEO is conducted.
With income thresholds higher and a lower SALT deduction after tax reform, the AMT will realistically only apply to wealthy Americans with out-of-the-ordinary tax events.
Advisers wonder what the lack of a formal brokerage agreement means from a regulatory standpoint.
These next-generation leaders are raising their voices and gaining influence over financial advice regulation and legislation.
Sources say Kestra is being valued at between $600 million and $800 million, about eight to 10 times EBITDA.