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Best financial advisors in Kingston, NJ

Registered advisers within 25 miles of Kingston, NJ.

Offices
974
Firms
340
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
2.83M
2,834,377 clients when Item 5C has a number
Avg / client
$6.09M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
JANTORNO FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
PACKERLAND BROKERAGE SERVICES, INC.
EMPIRIKAL PARTNERS LLC
EDWARD JONES
STIFEL CAPITAL MANAGEMENT, LLC
J. W. COLE ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
EAGLE STRATEGIES LLC
MML INVESTORS SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
PERIGON WEALTH MANAGEMENT, LLC

Investors

David F Munoz
LISA HOPE JANTORNO
Bindu Octania Verma
TEVIN GIBSON
ANDREW TOMASKO
Chunhua Xin
Jack Peter Wildman
JOSEPH JOHN GORMLEY
Paul Anthony Simonetti
Benjamin Travis Siewert
JOHN POCCESCHI
MICHAEL JOSEPH SMITH
ALAN EDWARD MOTT
DAVID J SCAFA
ANDREAS HESS
KARAN MURUGESU
John McCaffery
Achu Tambi Akum
JEFFREY STEVEN CHIPPER
MARK PAUL MESCO
ALEJANDRO REGALADO CRUZ
KA'NEDA NASHA BULLOCK
THOMAS MICHAEL SULLIVAN
STEVEN BERNKNOPF
Jason Christopher Wacaster
Syeda A Muzahir
Walter Casanas

Within 25 miles of Kingston, NJ, Best Investors lists 340 registered investment advisory firms with 974 offices nearby, managing about $17.2T in combined regulatory AUM across 2,834,377 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 Kingston

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 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM