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Best financial advisors in Green Brook, NJ

Registered advisers within 25 miles of Green Brook, NJ.

Offices
1,564
Firms
527
Combined AUM
$23.6T
Firm-wide filings, not assets booked only here
Clients
3.44M
3,436,878 clients when Item 5C has a number
Avg / client
$6.86M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
ACA/PRUDENT INVESTORS PLANNING CORPORATION
J.P. MORGAN SECURITIES LLC
AUGULIS FINANCIAL FIRM, L.L.C.
KINTRA WEALTH, LLC
WELLS FARGO CLEARING SERVICES, LLC
COVENANT ASSET MANAGEMENT, LLC
LINCOLN INVESTMENT
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC

Investors

MARK ZACHARY WALTERS
BRIAN MICHAEL SWEATT
Anthony Parrella
ROBYN SUE GOLDSTEIN
CLAUDIO BONESINI
LINDA MARIE YU
Karyu Amy Chou
DAVID ANTHONY KLICS
Andre Jude Bakhos
ALAN LOUIS AUGULIS
JENICA LYN ROFFINA
Jake Schermerhorn
Connor J Barbella-Roesler
SAMI WAHID
MICHAEL GERARD HURLEY
DOMENICO DIMAIO
DANIEL JUDE CONNOLLY
RAE YOUNG KIM
HYUNJIN HONG
RICHARD GERARD LEWIS
Trevor Musum
KEVIN H O BRIEN
HUBERT FRANCIS OBRIEN
Isabelle N Hu
SIDDHARTH MISRA
Brett A Locker
THOMAS DAVID COOPER
DOUGLAS EGIL MOLSTAD
STEPHEN CRAIG LOCKER
GAUTAM MISRA
MARTIN MERCURIO
Richard A Boyle
Krina Kapadia
Vincent Angelo DiGeronimo
PETER BRUNO
MICHAEL J MCCARTHY
Lawrence Solomayer
DENNIS OCONNOR
PATRICIA ANN MUHA
JASON MICHAEL SPRUNG
MICHAEL JEROME KOTARSKI
GREGORY JAMES MARSH
ALFONSO GIALANELLA
FRED JARAMILLO
ANTHONY P CURCIO
MARK SEAN RODRICK
PETER DEGIRALAMO
KIM STIRES
RICHARD DENNIS EMMA
Pablo Cardoso
WILFRED HERMAN WARRICK
YAN WANG
YONG LIN
WEI DAVID WU
Fang Moore
Liwen Li
Alec Tran

Within 25 miles of Green Brook, NJ, Best Investors lists 527 registered investment advisory firms with 1,564 offices nearby, managing about $23.6T in combined regulatory AUM across 3,436,878 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 Green Brook

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 PGIM, INC. 2 clients · 5 advisers $1.13T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 MANAGED ACCOUNT ADVISORS LLC 27 advisers $995B AUM