National Planning Holdings competitors

Zippia score 3.9

Competitor Summary. See how National Planning Holdings compares to its main competitors:

Equitable Holdings has the most employees (3,060).

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National Planning Holdings vs competitors

Company	Founding date	Zippia score	Headquarters	# of Locations	Revenue	Employees
National Planning Holdings	-	3.9	Narberth, PA	1	$1.1M	50
INVEST Financial	1982	4.1	Tampa, FL	1	$237.0M	165
SII Investments	1968	3.6	Appleton, WI	1	$19.0M	20
Investment Centers	-	3.5	Bismarck, ND	2	$1.0M	50
Sterne Agee	1901	4.8	Birmingham, AL	1	$297.5M	3,000
Financial Resources	2009	4.5	Phoenixville, PA	1	-	176
Equitable Holdings	1859	4.8	New York, NY	4	$7.2B	3,060
Global Financial Mortgage	-	3.9	Dallas, TX	1	$2.2M	50
Larson Financial	2005	3.3	Westminster, CO	1	$1.2M	50
Doral Financial Company	1972	4.1	New York, NY	1	$545.4M	1,154
Fidelity Trust Mortgage Co	-	3.8	Chicago, IL	1	$3.5M	35
Investments Limited	-	4.2	Boca Raton, FL	1	$2.8M	35
Advisor Group	1988	3.9	Phoenix, AZ	8	$450,000	50
Capitol Financial Solutions	2001	3.2	Raleigh, NC	1	$450,000	50
ING Financial Holdings Corporation	1981	4.4	New York, NY	1	$1.3M	526
Heartland Group	-	3.7	Chicago, IL	1	$710,000	25
Finance	-	4.2	-	-	-	-
USA Financial	1988	4.0	Ada, MI	1	$8.5M	90
International Planning Alliance	1999	4.8	Bloomfield, NJ	1	$67.7M	200
Cypress Group	2002	3.9	New York, NY	1	$150,000	21
ACE Capital Group	1973	3.2	San Mateo, CA	1	$170,000	7

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National Planning Holdings salaries vs competitors

Compare National Planning Holdings salaries vs competitors

Company	Average salary	Hourly salary	Salary score
National Planning Holdings	$61,944	$29.78	-

Compare National Planning Holdings job title salaries vs competitors

Company	Highest salary	Hourly salary
National Planning Holdings	$73,539	$35.36
ING Financial Holdings Corporation	$101,633	$48.86
Global Financial Mortgage	$90,743	$43.63
Sterne Agee	$77,779	$37.39
Investments Limited	$77,628	$37.32
ACE Capital Group	$75,999	$36.54
Fidelity Trust Mortgage Co	$74,775	$35.95
INVEST Financial	$74,590	$35.86
Larson Financial	$74,132	$35.64
Capitol Financial Solutions	$73,974	$35.56
Cypress Group	$73,592	$35.38
Investment Centers	$72,955	$35.07
Doral Financial Company	$70,759	$34.02
Heartland Group	$70,318	$33.81
Equitable Holdings	$69,773	$33.54
Finance	$69,273	$33.30
Financial Resources	$67,973	$32.68
International Planning Alliance	$66,405	$31.93
USA Financial	$65,873	$31.67
Advisor Group	$65,117	$31.31

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National Planning Holdings jobs

National Planning Holdings demographics vs competitors

Compare gender at National Planning Holdings vs competitors

Job title	Male	Female
Financial Resources	50%	50%
Advisor Group	55%	45%
Capitol Financial Solutions	56%	44%
Equitable Holdings	58%	42%
Heartland Group	60%	40%
National Planning Holdings	-	-

Male

Female

100%

75%

50%

25%

National Planning Holdings

Heartland Group

Equitable Holdings

Capitol Financial Solutions

Advisor Group

Financial Resources

25%

50%

75%

100%

Compare race at National Planning Holdings vs competitors

Company	White	Hispanic or Latino	Black or African American	Asian	Unknown	Diversity score
Advisor Group	60%	16%	13%	6%	4%	9.4
Heartland Group	71%	13%	8%	6%	3%	7.9
Financial Resources	62%	13%	11%	9%	4%	9.7
Equitable Holdings	63%	14%	11%	7%	4%	9.8
Capitol Financial Solutions	57%	13%	16%	9%	6%	7.2
Investments Limited	57%	18%	11%	10%	4%	9.7

National Planning Holdings and similar companies CEOs

CEOBio

Carol Flaton

Doral Financial Company

Daniel Garrett

Sterne Agee

Mr. Garrett is a Managing Director and the Chief Executive Officer of a Wealth Mangement Division of a Financial Services Company. Member of the Advisory Operations Roundtable.Previously, Senior Vice President and Co-Director of Reporting and Operations at Morgan Keegan. His team was responsible for all performance reporting across the firm in addition to leading major technology implementation projects for Wealth Management Services. Since starting with Morgan Keegan in May of 2001 as Head of Operations for Investment Management Consulting Group, Mr. Garrett transitioned the group into a successful operation through implementing strict management control and focusing on technical details. During his tenure this fee-based accounts have grown from $1.3 billion under management to $9 billion and his group is producing financial performance reports for all clients with in the Private Client Group. His team implemented a system to provide daily time and dollar weighted performance reports for all retail accounts at the firm. In 2006 and 2007 he served on the IDEA Project Committee representing the technology needs of Wealth Management Services. In 2003 he served as the Chairman of the Operations Consulting Roundtable, an industry group of his peers from regional financial firms. From 2001 to 2002 He has served on the Morgan Keegan Technology Committee with the President of the Morgan Keegan and the President of the Private Client Group.Specialties: Operations manangement, Fee based programs, Client performance reporting, PCG technology implementation projects, Security APL, Caliper, Advent Axys, Advent APX, Greenhill GHPerf, AgencyWorks, Investment proposal system, Fee based billing, UMA, Broker Desktop, Planning calulators, Cornerstone E-Learning, Institutional Consulting Group, SQL Sever, Oracle, Informix, Trust services, Microsoft Dynamics

Jamie Price

Advisor Group

Mr. Jeffrey Kenneth Greenslade

Heartland Group

Mark Pearson

Equitable Holdings

Todd Kinart

SII Investments

Robert Turner

Capitol Financial Solutions

Paul Larson

Larson Financial

Carmen Warren

INVEST Financial

Amy Lueckenotte

Fidelity Trust Mortgage Co

Amy Lueckenotte is a Management-Mark A.Figert Chief Executive Officer and Managing Director Co-Founder at Fidelity Trust Mortgage Co. and is based in United States.