Best Investors Account Sign in

Best financial advisors in Burlington, NJ

Registered advisers within 25 miles of Burlington, NJ.

Offices
1,296
Firms
501
Combined AUM
$19.8T
Firm-wide filings, not assets booked only here
Clients
3.29M
3,292,536 clients when Item 5C has a number
Avg / client
$6.01M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

WILLIAM ANTHONY BRESLEY
DAVID MARK DRAKE
PHILIP STONE MORGAN
Michael A Benscoter
MICHAEL DICHRISTOFARO
ALAN DAVID JACOBSON
Kevin Paul
David Robert Zimmerman
Philip JEFFREY Calandra
KUNAL SHARMA
ALFONSO JOSEPH SIRAVO
Chirag B. Shah
ROBERT J CARIOLA
ANTHONY LEJAMBRE DORSEY
HECTOR JUNIOR BROWN
DIMITRI KOUTSIAFTIS
Connor Patrick Golden
ANGELA NICOLE AUGUSTINE
RYAN FRANCIS HORNER
KUNAL JAY PATEL
Eric Hansen
JOSEPH DANIEL BURNS
Steven Moyer
THOMAS PATRICK DAWSON

Within 25 miles of Burlington, NJ, Best Investors lists 501 registered investment advisory firms with 1,296 offices nearby, managing about $19.8T in combined regulatory AUM across 3,292,536 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 Burlington

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