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Best financial advisors in Jericho, NJ

Registered advisers within 25 miles of Jericho, NJ.

Offices
1,519
Firms
652
Combined AUM
$22.0T
Firm-wide filings, not assets booked only here
Clients
3.49M
3,492,068 clients when Item 5C has a number
Avg / client
$6.29M
Combined AUM ÷ clients

Nearby offices

Firms

KOVACK ADVISORS, INC.
JFS WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SUN GLOBAL LLC
TRANSGLOBAL ADVISORY, LLC
EQUITABLE ADVISORS, LLC
PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.
PRESERVATION WEALTH MANAGEMENT
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
GREY FOX WEALTH ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
GLOBAL RETIREMENT PARTNERS LLC
ARKADIOS WEALTH ADVISORS
GIBRALTAR WEALTH MANAGEMENT, LLC
WEALTHCARE ADVISORY PARTNERS LLC
MAI CAPITAL MANAGEMENT, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

Robert Donnelly
Adam Richard Etzel
THOMAS A FOGLIA
RYAN DAVID WIZOV
SHAWN CHRISTOPHER SMITH
DIANE MARIA BERNHARD
KENT D KEITH
BARRY W MCCARTHY
Salvatore Alfano
SETH PHILIP GANSMAN
Yongsheng Xu
QIN ZHANG
MICHAEL PENG
Ning Tang
Lin Fei
Yu Zhang
Michael A Benscoter
THOMAS MARCHOZZI
MICHAEL ANTHONY PIERSON SCHIMEK
STEVEN ALAN SUIB
MATTHEW RYAN SILVERHARDT
BARRY ARTHUR RUCKS
JOHN EDWARD FRAMPTON
THEODORE JAMES LAUZEN
KEVIN JAN DOMBROWSKI
Daniel Joseph McGlinn
Hans Michael Lauzen
THEODORE CHRISTIAN POPPE
Bryce Cleveland
RYAN PATRICK BONNER
Aidan Neuberger
HANNAH ELIZABETH MARIN
Jonathan Michael Charles Pitcher
David Lawrence Wolven
SARAH JUNE BORING
DANIEL JAMES O'SULLIVAN
Andrew James DeGroat
RICHARD HEPP
Manuel Mejia
JOHN FRIEDRICH WENZ
Karen Lewis Sciarra
AMY GOMEZ
BRYAN R COGLIANO
FRANK B HANNA
JOSHUA GLENN ROTHBARD
MARTIN WILLIAM MINDER
ALISON ELIZABETH PETTINE WYSHOCK
JOHN EMMANUEL SIMONE
NEIL IRA GORDON
CHRISTOPHER MICHAEL SCHANK
MATTHEW ROBERT CRESCENZO
DONNA MATLACK WOYTEK
WILLIAM JOSEPH BRADLEY
Brett Henry Feldman
VAUGHN RAYE SCHILL
JEFFREY ALLEN LEBER
Catherine Callaghan Gormley
JAMES KAY NESBITT
BRYAN PRESTON BENNER
STEVEN WAYNE LA PORTE
DAVID PAUL MINARCIK

Within 25 miles of Jericho, NJ, Best Investors lists 652 registered investment advisory firms with 1,519 offices nearby, managing about $22.0T in combined regulatory AUM across 3,492,068 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 Jericho

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