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Best financial advisors in Cliffwood Lake, NJ

Registered advisers within 25 miles of Cliffwood Lake, NJ.

Offices
724
Firms
245
Combined AUM
$15.5T
Firm-wide filings, not assets booked only here
Clients
2.94M
2,939,048 clients when Item 5C has a number
Avg / client
$5.28M
Combined AUM ÷ clients

Nearby offices

Firms

WORLD INVESTMENT ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
LPL FINANCIAL LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
LPL ENTERPRISE, LLC
AEGIS CAPITAL CORP.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STERLING FINANCIAL PLANNING INC
MARK SCORDATO & ASSOCIATES
PNC WEALTH MANAGEMENT LLC
NEWEDGE ADVISORS

Investors

PEGGY LOGAN
KYLE JASON HAMER
DEBORAH RINDFLEISCH DUNNE
MICHAEL PAUL GOLLENBERG
TIMOTHY J MOL
CHRISTOPHER JOHN VEAL
ANTHONY CLINO PESCE
BRENDAN JAMES BOGART
Austin Hamilton Hynes
Carolyn B Ottenbreit
Paul Anthony Modafferi
JORDON JOHN HAVENS
JOSEPH ANTHONY RAMONDINI
Ava Christine Nelson
Douglas Sheroff
Nicholas Miserendino
DAVID NEWELL AMES
Thomas J Feely
JUDE JUSTIN DIGIDIO
Susan V. Walker-Gomez
HELEN SENGOR
GREGORY PATRICK NOLAN
Cal Christopher Cacciaguida
GLEN ANDREW THOMAS
ROSS DAVID WEINER
CONSTANCE PAULA MILLAHN
Richard Sanchez
DEANNA IANNUZZI
NICHOLAS ANTHONY NICOLETTE
MATTHEW JOSEPH HANNUM
MICHAEL SCOTT ORMOND
JESSE KOPELAKIS
SALVATORE DISPENZIERE
LOURDES D PRING
ENRICO ALFIO BREX
NURI GUNES

Within 25 miles of Cliffwood Lake, NJ, Best Investors lists 245 registered investment advisory firms with 724 offices nearby, managing about $15.5T in combined regulatory AUM across 2,939,048 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 Cliffwood Lake

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM