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Best financial advisors in Juliustown, NJ

Registered advisers within 25 miles of Juliustown, NJ.

Offices
726
Firms
272
Combined AUM
$14.3T
Firm-wide filings, not assets booked only here
Clients
3.04M
3,041,398 clients when Item 5C has a number
Avg / client
$4.69M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
PNC WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
TRUIST ADVISORY SERVICES, INC.
TANDEM INVESTMENT PARTNERS, LLC
LPL ENTERPRISE, LLC
TD PRIVATE CLIENT WEALTH LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PRINCETON INVESTMENT MANAGEMENT COMPANY
KESTRA ADVISORY SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
SIMPLICITY WEALTH
WOLOSHIN INVESTMENT MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

KUNAL SHARMA
Philip JEFFREY Calandra
ANTHONY LEJAMBRE DORSEY
HECTOR JUNIOR BROWN
JOSEPH DANIEL BURNS
ALFONSO JOSEPH SIRAVO
RYAN FRANCIS HORNER
KUNAL JAY PATEL
ALAN DAVID JACOBSON
THOMAS JUDE D'AURIA
ROBERT ARTHUR SMITH
WILLIAM ANTHONY BRESLEY
Nina Covrljan
MICHAEL HAAS
MICHAEL MURRAY
JOHN JOSEPH FITZGERALD
ANTHONY FORNATALE
ADAM H GUTKIN
JULIO MACARIO
Christine M Nealis
JOSEPH THOMAS CANEVARI
MARK JOSEPH KATELHON
JOHN NOTO
Cyndy Marie Toscano
JONATHAN PARSONS
MARK DEVINE
Wayne Todd Jones
BRYAN MCNAMARA
NICHOLAS CHRISTOPHER ROUNDS
LUKE MATTHEW MCCORMICK
DEREK SAUSA
MICHAEL NIRODA JR
Ryan Macfarland
Paul Joseph Dilouie
RAYMOND MARTENS
Zachary M Hemple
BRYAN MINERVA
KENNETH SMELAND
ALEXANDER SAWICKIJ
TIFFANY HUTCHINS
Claudia Sofia Correia de Mel Pereira
JOHN JAMES WATSON
ALLISON BALMORES
ARSHAD G AWAN
GUNJAN AHUJA
Marc Alexander Roberts
Evan S Jurczynski
TIMOTHY JACK RICHTER
MICHAEL EDWARD MASTERSON
David Robert Zimmerman
ELICITO MONTERO
ERIN EADS
Terraine Johnson
JAMES HENRY BEAM
ROBERT DEFINA
STEPHEN JOHN COOPER
AARON CASE
NICHOLAS LUCIANO
DYLAN ZHOU
Lemmon Craig Hamilton
Catherine Aglipay
Jennifer Ann Schmidt
JEROME JAMES MORGANO
Emily Paget
STEPHANIE ELIZABETH FOSTER
WILLIAM FRANCIS PRIMM
DAVID MARK DRAKE
PHILIP STONE MORGAN
Marybeth Juliana
CHRISTOPHER JOHN LESTER
KEITH BRANDON LESTER
SUSAN BOCHNOWSKI EGAN
KATIE Woloshin Corsetto
MICHAEL ALLAN WOLOSHIN
Michael A Benscoter
GREGORY M SOBOCINSKI

Within 25 miles of Juliustown, NJ, Best Investors lists 272 registered investment advisory firms with 726 offices nearby, managing about $14.3T in combined regulatory AUM across 3,041,398 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 Juliustown

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B 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