DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
B••••• INVESTMENT ADVISORY SERVICES, INC., CRD 226547
MORRISTOWN, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| C••••••••• C•••••• P•••••• | Certified Financial Planner | MORRISTOWN, NJ | 11 | 19 | 2 | no |
| P••••••• A••• H••• | Certified Financial Planner | MORRISTOWN, NJ | 11 | 24 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B••••• T•••• C•••••• | Owner | E | yes | 04/2015 | Jul 27, 2026 | Jul 27, 2026 |
| M••••••••• B••••••• A•••• | GENERAL COUNSEL OFFICER | Na | yes | 12/2021 | Jul 27, 2026 | Jul 27, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| B••••• T•••• C•••••• | n/a | n/a | n/a | Y | yes | n/a |
| P•••••••• B••• | n/a | n/a | n/a | Y | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| NEW YORK | NY | United States | 4 | no |
| Iselin | Nj | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 5 | 5 | 0 | 16.7% | 0 | 4 | 0 | 6 | 8 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $4.4B | $4.4B | 2.1% | $3.5B | 8.7% | 51 | 46 | 4 | 2 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| C•••••• | 2 | Jul 21, 2026 | Sep 2, 2026 | MORRISTOWN, NJ | Team lift out | RIA to RIA | 6.1% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| T••••• A••••••• S•••••••• I••• | 2 | Jun 9, 2025 | Dec 12, 2025 | PRINCETON, NJ | Team lift out | Ibd to RIA | 0.1% |
| B••••• T•••• | 3 | Dec 1, 2017 | May 12, 2016 |
| no |
| J••• M•••••• L•••• | Chartered Financial Analyst | MORRISTOWN, NJ | 11 | 33 | 1 | no |
| C••••••••• W•••••• S••••••• | n/a | MORRISTOWN, NJ | 11 | 14 | 2 | no |
| M•••••• A••••• H••• | Certified Financial Planner | MORRISTOWN, NJ | 11 | 24 | 2 | no |
| D•••• L•• A••••• | Certified Financial Planner | MORRISTOWN, NJ | 10 | 23 | 1 | no |
| J••• J••••• C••••••• | n/a | Bohemia, NY | 10 | 12 | 2 | no |
| S•••••• S•••• M•••• | Chartered Financial Analyst | MORRISTOWN, NJ | 10 | 34 | 1 | no |
| J••• C•••••• P••••• | n/a | MORRISTOWN, NJ | 9 | 26 | 1 | no |
| M•••• D•••• | n/a | MORRISTOWN, NJ | 9 | 22 | 1 | no |
| B•••• M••••• | n/a | MORRISTOWN, NJ | 8 | 32 | 2 | no |
| D••• M•••• A••••••• | n/a | MORRISTOWN, NJ | 7 | 12 | n/a | no |
| D•••• M•••• R•••••••• | n/a | MORRISTOWN, NJ | 7 | 35 | n/a | no |
| C••••••• L••• F•••• | n/a | MORRISTOWN, NJ | 6 | 11 | n/a | no |
| S•••• E•••••••• H•••• | n/a | MORRISTOWN, NJ | 6 | 31 | n/a | no |
| W•••••• D••••• B••••• | Chartered Financial Analyst | New York, NY | 5 | 34 | n/a | no |
| M•••••• K•••• | n/a | MORRISTOWN, NJ | 4 | 13 | n/a | no |
| C••••••••• C••••• | Certified Financial Planner | MORRISTOWN, NJ | 3 | 14 | 4 | no |
| L•• A• D•••••••• | n/a | MORRISTOWN, NJ | 3 | 42 | n/a | no |
| D•••• B•••••••• | n/a | MORRISTOWN, NJ | 1 | 13 | n/a | no |
| D•••• A••••• P••• | Certified Financial Planner | MORRISTOWN, NJ | 1 | 20 | 2 | no |
| L••••• A•• C••••• | n/a | MORRISTOWN, NJ | 1 | 13 | n/a | no |
| K•••• R••• | n/a | MORRISTOWN, NJ | 1 | 10 | n/a | no |
| M••••• E•••• S•••• | n/a | MORRISTOWN, NJ | 0 | 12 | n/a | no |
| S••••••• M•••• B•••• | Certified Financial Planner|Chartered Financial Consultant | MORRISTOWN, NJ | 0 | 11 | 2 | no |
| EXEC MANAGING DIR INVEST STRATEGY |
| Na |
| yes |
| 01/2018 |
| Jul 27, 2026 |
| Jul 27, 2026 |
| V••••••• A•••••••• | President | Na | yes | 06/2026 | Jul 27, 2026 | Jul 27, 2026 |
| M•••••• T••• N•• | CHIEF COMPLIANCE OFFICER | Na | yes | 12/2023 | Jan 23, 2024 | Jun 7, 2024 |
| M•••••• V••••••• O• | President | Na | yes | 02/2017 | Mar 9, 2017 | Jun 7, 2024 |
| P•••••••• B••• | Owner | E | yes | 08/2011 | Mar 25, 2021 | Jun 7, 2024 |
| P•••••••• F•••••••• S•••••••• I••• | Owner | E | yes | 04/2015 | Apr 30, 2015 | Jun 7, 2024 |
| $4.4B |
| $4.3B |
| 51 |
| 43 |
| 4 |
| n/a |
| n/a |
| 2024 | Mar 29, 2025 | $4.4B | $4.2B | 46 | 38 | 2 | n/a | n/a |
| 2023 | Mar 29, 2024 | $4.0B | $3.9B | 45 | 42 | 2 | n/a | n/a |
| 2022 | Mar 29, 2023 | $3.5B | $3.3B | 48 | 42 | 1 | n/a | n/a |
| 2021 | Mar 30, 2022 | $4.1B | $3.9B | 45 | 39 | 1 | n/a | n/a |
| 2020 | Mar 25, 2021 | $3.7B | $3.6B | 45 | 39 | 1 | n/a | n/a |
| 2019 | Mar 24, 2020 | $3.4B | $3.3B | 46 | 39 | 2 | n/a | n/a |
| 2018 | Mar 31, 2019 | $2.1B | $2.1B | 34 | 30 | 1 | n/a | n/a |
| 2017 | Mar 31, 2018 | $2.4B | $2.3B | 34 | 29 | 1 | n/a | n/a |
| 2016 | Mar 9, 2017 | $1.2B | $1.2B | 27 | 21 | n/a | n/a | n/a |
| 2015 | Mar 29, 2016 | $1.2B | $1.2B | 17 | 11 | n/a | n/a | n/a |
| MORRISTOWN, NJ |
| Firm absorbed |
| Other |
| 100.0% |
| T•• M•• G••••• I••• | 3 | Dec 31, 2015 | Sep 9, 2015 | PARSIPPANY, NJ | Firm absorbed | Other | 50.0% |