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Best financial advisors in Berkeley Heights, NJ

Registered advisers within 25 miles of Berkeley Heights, NJ.

Offices
5,052
Firms
3,141
Combined AUM
$59.4T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,718,903 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

WEALTHCARE ADVISORY PARTNERS LLC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
XPOTENTIAL INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
MSM FINANCIAL STRATEGIES
MODERA WEALTH MANAGEMENT, LLC
MJM FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
REDWOOD FINANCIAL PLANNING, LLC
FINANCIAL PLANNING GROUP INC. (THE)
CITIZENS SECURITIES, INC.

Investors

Alexander Martens Molinaro
PEDRO COELLO
Kevin Mack
Garrett Valentino
MARCO FERNANDES
WILLIAM DANIEL MADDEN
MICHAEL ANTHONY ANICITO
JOSEPH FREDERICK FALBO
ANTHONY S BARBERA
VINCENT A MELILLO
JAMES LOVAS
Brian J Killea
ERICKA LYNETTE TOWE
PATRICIA CANAVAN SCOTT
STEPHANIE HELEN SPIES
NICOLE CANNONE WEGMAN
Jun Bo Shim
Jose E Diaz
Roger Mahfouz
Gevin L. Robertson
MICHAEL JOHN MAYE
Christopher Caro
Jeniece McClary
MICHAEL ALLEN MCLANE
JARED SCOTT FRIEDMAN
ELEANA TOURIS MCLANE
ROBERT ANDREW BONAVITO
Randall Rosendo Marquez
Thomas Joseph Sjonell
EDWARD JOSEPH SULLIVAN
CRAIG EDWIN SJONELL
RICHARD P MORROW
John M Capeci

Within 25 miles of Berkeley Heights, NJ, Best Investors lists 3,141 registered investment advisory firms with 5,052 offices nearby, managing about $59.4T in combined regulatory AUM across 4,718,903 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Berkeley Heights

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM