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Best financial advisors in Bridgewater, NJ

Registered advisers within 25 miles of Bridgewater, NJ.

Offices
1,273
Firms
438
Combined AUM
$18.8T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,267,202 clients when Item 5C has a number
Avg / client
$5.76M
Combined AUM ÷ clients

Nearby offices

Firms

SANTANDER SECURITIES LLC
GREEN RIDGE WEALTH PLANNING LLC
WORLD INVESTMENT ADVISORS, LLC
PRIVATE ADVISOR GROUP, LLC
LPL ENTERPRISE, LLC
INTEGRATED WEALTH CONCEPTS LLC
PFS INVESTMENTS INC.
S SQUARED RETIREMENT SOLUTIONS LLC
PARK AVENUE SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LATITUDE ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
RLS FINANCIAL SERVICES
ALLSTATE FINANCIAL ADVISORS, LLC
BRYCE WEALTH MANAGEMENT

Investors

John Natale Russo
Sean Thomas Cole
Brandon Sisk
JORDAN CHARLES KAUFMAN
ROBERT JAMES MASCIA
Luciano Michael Betman
Matthew Adrian Snyder
DOUGLAS P. DUERR
ROBERT PLISHKA
ROBERT JAMES GREULICH
JEFFREY JON FERRY
MICHAEL PHILIP HADERER
Victor Ladolcetta
MATTHEW RAYMOND DENARDO
Phaedra Aruna Bachan
RENE ROBERT DELGROSSO
Amy Alice Marchitello
KEVIN PATRICK SAIA
REBECCA L NOVIN-CANNON
NICOLE NICKERSON
Li Pan
KENNY AVENIL
JOHN MICHAEL TRABUCCO
Daniel Pollak
GEORGE ANTHONY TSIKNIS
Rohan Dhote
BRAD ALAN GREENBAUM
ROBERT LOUIS STICKEL
Bruce Craig McCulloch
Philip Sabio

Within 25 miles of Bridgewater, NJ, Best Investors lists 438 registered investment advisory firms with 1,273 offices nearby, managing about $18.8T in combined regulatory AUM across 3,267,202 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 Bridgewater

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 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM