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Best financial advisors in Lake Como, NJ

Registered advisers within 25 miles of Lake Como, NJ.

Offices
577
Firms
216
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,051,921 clients when Item 5C has a number
Avg / client
$4.64M
Combined AUM ÷ clients

Nearby offices

Firms

WORLD INVESTMENT ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
AE WEALTH MANAGEMENT, LLC
ADVISORY SERVICES NETWORK
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
KINGSWOOD WEALTH ADVISORS, LLC
EAGLE STRATEGIES LLC

Investors

WALTER RAPKA
DEAN JOSEPH TARTA
ANTHONY TOMARO
VICTORIA TOMARO
STEVEN THOMAS MCGOVERN
Raymond David Gardner
Thomas Richard McDermott
Murat Sensoy
JASON KARL GORDON
ANTHONY MICHAEL SANDOMIERSKI
Michael John Rytelewski
Alessandra Panagos
KURT JOSEPH ROSSI
LEIF ERIC PETTERSEN
Daniel Joel Lindquist
Sean Casey Nolan
Kathleen Anne Nolan
KRISTIN ANN MCLAUGHLIN
WILLIAM JOHN MCLAUGHLIN
RHONDA APRIL WIND
PETER FRANCIS PABON
FILLIP GERSHON
DAVID MATHEW WREN
DEBORAH LYNN PRIVETERA
Mark R Aumack
Shaun Ahern
Hunter Joseph Gutierrez
BRANDON KEITH MCKOWN
Joseph W. Tenpenny
ROBERT SCOTT POWELL
VINCENT STEPHEN LUCCHESI
KIM DESIO
NEIL ROBERT MONTESANO
MATHEW DAVID SOLOMON
Peter Van Alstine
Daniel Patrick Mueller
Stefan Byramji
Joseph Gyumolcs
Michael D Husar
JAMES CHRISTOPHER REUTER
Jonathan Hempstead
Jason M Basso
Kenneth Taylor

Within 25 miles of Lake Como, NJ, Best Investors lists 216 registered investment advisory firms with 577 offices nearby, managing about $14.2T in combined regulatory AUM across 3,051,921 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 Lake Como

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