Next Financial

EST. AUM
$3,769,456,133

CONTACTS
25

CLIENT ACCOUNTS
16,805

Firm Details

Metro area New York City
CRD Number 46214
Website nextfinancial.com
Client types

Overview

NEXT Financial Group, Inc., founded in 1998, is an independent broker-dealer structured around shared ownership and collaborative governance. Owned by its Investment Advisor Representatives and staff, with no single shareholder holding more than 10% equity, the firm is managed by a Board of Directors composed of Office of Jurisdictions (OSJs) and supported by committees led by its representatives. The company offers intellectual and financial resources to support advisors in growing their businesses. It provides a fee-based platform, the NEXT Select Program, designed to meet regulatory standards and improve client communication and investment strategies. NEXT emphasizes customer service, regulatory compliance, and community collaboration.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Next Financial

Platform Details

Investment Preferences

Alternative Activity

Address

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