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Best financial advisors in Glendora, NJ

Registered advisers within 25 miles of Glendora, NJ.

Offices
1,315
Firms
555
Combined AUM
$20.6T
Firm-wide filings, not assets booked only here
Clients
3.48M
3,484,486 clients when Item 5C has a number
Avg / client
$5.91M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
RMAS, INC.
BELPOINTE ASSET MANAGEMENT LLC
CYPRESS FINANCIAL PLANNING
WEBB FINANCIAL PLANNING LLC
THE AMERIFLEX GROUP
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
INDEPENDENCE WEALTH
REGAL INVESTMENT ADVISORS LLC

Investors

Vincent Gus Passarella
KEVIN FRANCIS MESZAROS
BETH MESZAROS
DANA RICHARD HARRIS
KATHLEEN ELIZABETH SCHROEDER
WILLIAM ROSS SMALL
JAMES LOUIS LOMBARDO
PAUL GREGORY PAKSTIS
CHARLES LLOYD GORENBERG
JEFFREY P. HEPPARD
DAVID ALLEN ARMBRUSTER
THOMAS PATRICK DEVINE
JEFFREY RUSSELL JONES
KURT HERMAN RUOFF
BENJAMIN JARED PITTS
DONALD FREDERICK WEBB
BRETT THOMAS STRAUB
STEPHANIE B WADE
DANIEL LORENZO PELOSI
GARY MICHAEL STILES
Matthew Gaiser
VINCENT C FERRIGNO
William Justin Witt
Ashesh B Shah
JOSEPH ALPHONSE FERMANO
ROBERT P PHILPOTT
ASHISHKUMAR MANSUKHLAL SANGHAVI
KELLY JEAN BOYLAN
NICHOLAS JOSEPH FRESOLONE
CHRISTINE MARIE PIERCE
Julia Elizabeth Marino
JEFFREY SCOTT HOHL
ERIC T NELSON
MATTEO PETRILLO
LOUIS RALPH PETRILLO

Within 25 miles of Glendora, NJ, Best Investors lists 555 registered investment advisory firms with 1,315 offices nearby, managing about $20.6T in combined regulatory AUM across 3,484,486 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 Glendora

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