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Best financial advisors in Berkeley Twp, NJ

Registered advisers within 25 miles of Berkeley Twp, NJ.

Offices
264
Firms
102
Combined AUM
$10.9T
Firm-wide filings, not assets booked only here
Clients
1.71M
1,708,746 clients when Item 5C has a number
Avg / client
$6.40M
Combined AUM ÷ clients

Nearby offices

Firms

ASSET MANAGEMENT SERVICES GROUP, INC.
LPL FINANCIAL LLC
MARK J. ANGELO FINANCIAL SERVICES
WELLS FARGO CLEARING SERVICES, LLC
INTEGRITY ALLIANCE, LLC.
TARGETED CAPITAL, LLC
SUMMIT FINANCIAL, LLC
VOYA FINANCIAL ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
SPC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
JACKSON ROSE MANAGEMENT LLC
MAIN STREET FINANCIAL SOLUTIONS, LLC

Investors

THOMAS KEITH MCNEILL
LISA ANNE CHIRICHILLO
FRANCESCO OLMO
MARK JOSEPH ANGELO
JULIAN JOSEPH LOUIS GESSA
ERIK RANDOLPH ESCOBAR
DAVID M FAZENDEIRO
DONALD EDWIN JUMP
GLENN ALAN BLACHMAN
BRIAN JAMES POWER
BRANDON E ZISA
MATTHEW STOLL
LOUIS JOSEPH GALLIPOLI
LOUIS JOSEPH GALLIPOLI
MICHAEL JOHN SORIERO
Daniel Koerner
KENNETH KOERNER
JAMES KOERNER
Daniela V Vizcaino
Evan James Fleischman
PAUL WILLIAM HA
JOHN P HAMMACK

Within 25 miles of Berkeley Twp, NJ, Best Investors lists 102 registered investment advisory firms with 264 offices nearby, managing about $10.9T in combined regulatory AUM across 1,708,746 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 Twp

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM