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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

LPL FINANCIAL LLC
RIDGEWOOD INVESTMENTS
ALLSTATE FINANCIAL ADVISORS, LLC
A. GARY SHILLING & CO.
COPPELL ADVISORY SOLUTIONS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LINCOLN INVESTMENT
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
PRIVATE ADVISOR GROUP, LLC
CITIZENS SECURITIES, INC.
WOLF FOREST INVESTMENT MANAGEMENT, LLC

Investors

JOSEPH THOMAS SMITH
VALERIE RUBIO LEMMON
TERRANCE PATRICK MCGUIRE
KAUSHAL BHUPENDRA MAJMUDAR
Thomas M Ercolano
ALBERT GARY SHILLING
IAN RODGER WELHAM
FRANCIS CONSOLMAGNO
ANGELO J. PUMA
BRIAN SCOTT GREENBERG
WILLIAM MICHAEL BLANCHE
Jeffrey Thaddeus Faller
ROBERT SCOTT WANDS
GERALD THADDEUS FALLER
JEFFREY EDWARD FALLER
Aaron Berlow
Robert J Matos
MICHAEL JOSEPH SCALERA
Anthony Parrella
JONATHAN HUNTER PECK
KEITH AUGUST NEBEL
Peter Jonathon Rodick
PATRICK JOSEPH BERGIN
JOHN CARL FEENEY
Samuel Tyrone Smith
JAMES JOHN MCBRATNEY
MICHAEL JOSEPH HECHT
JOSEPH STEPHEN RAZZANO
Abel Santana
PRATIBHA K KATARIYA
Prachi Patel
MARK ZACHARY WALTERS
BRIAN MICHAEL SWEATT
NICHOLAS PONTORIERO
Neim Dani

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