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Best financial advisors in Bordentown, NJ

Registered advisers within 25 miles of Bordentown, NJ.

Offices
897
Firms
326
Combined AUM
$18.1T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,146,590 clients when Item 5C has a number
Avg / client
$5.77M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
TANDEM INVESTMENT PARTNERS, LLC
LPL ENTERPRISE, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
PFS INVESTMENTS INC.
PNC WEALTH MANAGEMENT LLC

Investors

KUNAL SHARMA
Philip JEFFREY Calandra
ALAN DAVID JACOBSON
THOMAS JUDE D'AURIA
ROBERT ARTHUR SMITH
Marybeth Juliana
Chirag B. Shah
ROBERT J CARIOLA
KARL THOMAS CRYTSER
KURT EDWARD SAKOWSKI
Michael A Benscoter
MICHAEL DICHRISTOFARO
WILLIAM ANTHONY BRESLEY
DAVID MARK DRAKE
PHILIP STONE MORGAN
JOSEPH ANTONIO VEIGA
ANTHONY LEJAMBRE DORSEY
HECTOR JUNIOR BROWN
ALFONSO JOSEPH SIRAVO
KYLE THOMAS VITO
Britany Leigh Enelow
PRAKASH MADHU SHETTY

Within 25 miles of Bordentown, NJ, Best Investors lists 326 registered investment advisory firms with 897 offices nearby, managing about $18.1T in combined regulatory AUM across 3,146,590 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 Bordentown

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM