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Best financial advisors in Collingswood, NJ

Registered advisers within 25 miles of Collingswood, NJ.

Offices
1,619
Firms
652
Combined AUM
$46.8T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,583,536 clients when Item 5C has a number
Avg / client
$13.1M
Combined AUM ÷ clients

Nearby offices

Firms

QUAKER WEALTH MANAGEMENT LLC
APOGEE FINANCIAL SERVICES GROUP, INC.
WELLS FARGO CLEARING SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
MORGAN STANLEY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CITIZENS SECURITIES, INC.
LPL FINANCIAL LLC
TD PRIVATE CLIENT WEALTH LLC
MONETA GROUP INVESTMENT ADVISORS, LLC
BIRD FINANCIAL GROUP LLC
CHARLES SCHWAB & CO., INC.
EDWARD JONES
OSAIC WEALTH, INC.
M FINANCIAL PLANNING SERVICES, INC

Investors

DANIEL RICHARD ROCCATO
TIMOTHY H MILLER
Nicholas William DeSantis
CRAIG RUSSELL JORDAN
LAURENT WAYNE METZLER
THOMAS JOHN MARROLLO
MICHAEL JAMES CORSEY
John Philip Clark
DENNIS FRANCIS JUDGE
JASON ANDREW SOBIN
JAMES MARTIN KOEHLER
MATTHEW STEVEN TOLENTINO
CRISTINA CAREW
Christopher A Baldwin
OCTAVIUS T. REID
ERIC RICHARD STEVENS
Catherine Eleanor Klase
PETER SLOAN GEALT
STEVEN IAN BORENSTEIN
DENISE A DONAHUE
EARL RAMONE CROCKETT
ELAINE JOAN SHELTON
SCOTT J KOEHLER
Kyle M DiLeo
MEGAN MANDELLA
MEGHAN NICOLE PETACCIO
Alexander M Boory
RICHARD PAUL BERMAN
ROBYN LEE
SCOTT LEWIS LERNER
FRANK J VELLUCCI
MARIA TSAKIRIS
SCOTT W LOCHER
HEATHER JOY BRAMBILLA
MICHAEL EVAN SCHORR
ERIC SCOTT BOORY
DENISE K MCLAUGHLIN
GERALD ALAN GROSSMAN
Douglas Mark Roskos
DANIEL NORMAN HUSE
PAUL L. HAGEN
DOUGLAS SCOTT MOXHAM
Jhenae Reanna Martin
Thomas Brown
BRIAN THOMAS ATTARD
ANDREW C HIPPLE
DONALD J BIRD
Emily Rose Mulligan
THOMAS ANDREW LANE
THOMAS ANDREW LANE
GREGORY HAYES READING
Jacob A Haimson
Thomas Malcolm Segerstrom
JASON JEFFREY ZEROLL
JAMES EDWARD SNYDER
SHERMEE KELLY ZEIGLER
Keegan Banks
DANIEL SPENCER MONTAGUE
Eric Imhof
Shane Martin Asman
Gerald T Hewitt
JOHN GEORGE DINISIO
DOMINIC FREDO GALATI
Kristen O'Neill
Angelo R McCartney
CHRISTOPHER W FARRELL
Mark Fleming
Lisa Margaret Murphy
Joseph Wadley Munier
JORDAN FORREST SENTER
Kevin Ryan Lange
Ava Grace Bollinger
Kathleen Allison Martin
Cameron Jacoby
James Legg
Gabriele Salvatore Mastrobuono
Frank R Myers
CHRISTINE LYN OLIVER
JOHN WILLIAM PARKER
Delvis Kaliqi
SHARON JEANETTE GOSS
EDWARD GARRUTO
ANTHONY ROSARIO MASSARO
CHRISTIAN TYLER WALLACE
THEODORE ROCCO MASSARO
JOSEPH ANTIM GALATI
ANTHONY JOSEPH GALATI
MICHAEL JOSEPH MAZZAFRO

Within 25 miles of Collingswood, NJ, Best Investors lists 652 registered investment advisory firms with 1,619 offices nearby, managing about $46.8T in combined regulatory AUM across 3,583,536 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 Collingswood

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 VANGUARD GROUP INC $11.1T AUM 2 VANGUARD CAPITAL MANAGEMENT, LLC $8.44T AUM 3 VANGUARD PORTFOLIO MANAGEMENT, LLC $2.66T AUM 4 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 5 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 6 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 CAPTRUST 963 advisers $1.24T AUM