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Best financial advisors in Bernardsville, NJ

Registered advisers within 25 miles of Bernardsville, NJ.

Offices
1,271
Firms
413
Combined AUM
$19.6T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,265,274 clients when Item 5C has a number
Avg / client
$6.00M
Combined AUM ÷ clients

Nearby offices

Firms

TLG ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
TD PRIVATE CLIENT WEALTH LLC
MADISON AVENUE SECURITIES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CARY STREET PARTNERS
LPL FINANCIAL LLC
MENDHAM CAPITAL MANAGEMENT, INC.
WOLF FOREST INVESTMENT MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
PARISI GRAY WEALTH MANAGEMENT, LLC
GCI FINANCIAL GROUP

Investors

Robert Esposito
GARY RICHARD LEN
ROGER MARVINNEY
James Anthony Pallitto
Krina S Patel
Douglas Shirley
ROBERT DEFINA
RAYMOND DEWAR
MARIA DE LOS REYES
JULIE WONG SUMITOMO
Susan E Kolan
Michael John Santana
GREGORY BRYAN CAMPBELL
MOHAMMAD ASIF AZEEM
JOSHUA VALLEJOS
Moustapha Mamadou
MICHAEL VINCENT STIGLIANO
Daulton Carlisle
CHRISTOPHER BUDD
TODD RYAN EOSSO
Matthew Ryan Mulcahy
KENNETH THOMAS VILLANO
Douglas Bunn Roberts
Duncan N Roberts
Richard Wayne Jarbeck
Caitlin B DeGroat
Andrew Massey
Nicolette Sophia Stallone
RICHARD S. SPINNER
MICHAEL CLAUDE PROVINE
AMY D MACISAAC
Steven Perry Adwar
John Richard Farrell
Kyle Saul
MIKE SCOTT SAUL
DAVID JOSEPH COTTAM
TODD ENGMANN
THOMAS ZUBRYCKI
ROBERT A SKUBA
Gerard Edward Raho
William Francis Burke
KRISTY LEIGH BORST
JAMES A HOFMANN
DENNIS EDWARD GANLEY
JOHN FRANCIS PARISI
DAVID P GRAY
MICHAEL FRANCIS GRECO
DAVID LEO SPIEGEL
MATTHEW WADE SHERBINE

Within 25 miles of Bernardsville, NJ, Best Investors lists 413 registered investment advisory firms with 1,271 offices nearby, managing about $19.6T in combined regulatory AUM across 3,265,274 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 Bernardsville

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 PGIM, INC. 2 clients · 5 advisers $1.13T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM