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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

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EAGLE STRATEGIES LLC
SRN ADVISORS, LLC
MFG INVESTMENTS, LLC
CETERA INVESTMENT ADVISERS LLC
FAMILY WEALTH PARTNERS LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
PNC WEALTH MANAGEMENT LLC
PARK AVENUE SECURITIES LLC
EDWARD JONES
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
SANTANDER SECURITIES LLC

Investors

MATTHEW WAYNE SIEGEL
ADAM ZIELINSKI
JOEL I STEELE
BRIAN PATRICK HOGUET
BRADLEY HOWARD DENN
Kevin Kerwin Kennedy
Austin Carlson Kennedy
WALLACE JOSEPH KENNEDY
STEPHEN RODGER COOPER
JOSEPH CHARLES MAIDA
Tylor Alexander Love
MARK ANTHONY FINELLI
Jack M Paolini
MICHAEL DOUGLAS HANAHAN
JAMES W DARGUSCH
JOHN MATTHEW MAZIARZ
Bennett Mark Zaba
MARK E CHINN
SCOTT G LEVY
RAUL ALBERTO CALLE
DAVID JOSEPH NOVICK
MICHAEL D EBERT
Kelli M Brack
Craig D LaFay
Benjamin Edward Hoffmann
FRANK MIGNONI
RICHARD JAMES DEVLIN
BARRY DEAN GESSNER
Patrick Antonio Aitcheson
Shawn McMahon
Lawrence Dalessandro
Jan Stoltz

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