Best Investors Account Sign in

Best financial advisors in Lake Swannanoa, NJ

Registered advisers within 25 miles of Lake Swannanoa, NJ.

Offices
939
Firms
336
Combined AUM
$16.2T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,262,980 clients when Item 5C has a number
Avg / client
$4.97M
Combined AUM ÷ clients

Nearby offices

Firms

ACCESS WEALTH
OSAIC WEALTH, INC.
VALIC FINANCIAL ADVISORS, INC.
ADP STRATEGIC PLAN SERVICES, LLC
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PRIVATE ADVISOR GROUP, LLC
LPL FINANCIAL LLC
OZE CAPITAL LLC
&PARTNERS
CETERA INVESTMENT ADVISERS LLC
PARK AVENUE SECURITIES LLC
EDWARD JONES
JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC
NEWEDGE ADVISORS
WELLS FARGO CLEARING SERVICES, LLC
MERIT FINANCIAL ADVISORS

Investors

LAWRENCE ZAGAROLA
BRUCE MICHAEL MILOVE
ALEX PRITSKER
MICHAEL LAWRENCE GROFSICK
KYLE GROFSICK
LAWRENCE DOMINIC PEREZ
RAELYNN A HARLACH
ANGELA PATRICIA FOLIT
RICHARD P GROFSICK
MICHAEL RICHARD GROFSICK
ERIC DANIEL WILSON
JOSEPH MICHAEL MONTE
NICOLE MONTE
Davien Medina-Centeno
ANNA ABMA
ROBERT RICHARD SAMARA
Nicholas Richard Samara
Alexander R Samara
RICHARD FERRIS SAMARA
MICHAEL LANE ROSENBERG
LOUKAS WAYNE THEODOROU
MATTHEW PALUSAK
MICHAEL DONOHUE
MICHAEL TIMOTHY WALDRON
BONNIE BRAVO
JENNIFER MCMANEMIN
JACK EVAN WIENER
DENNIS ROBERT HALL
CYNTHIA C. BRANCA
Frank A Armero
ROBERT CHRISTOPHER KANE
Neil M Orzeck
ERNEST HOXSIE MATHEWSON
GEORGE WILLIAM NORDSTROM
ROBERT DICERBO
CHRISTOPHER ANDREW ANGRICK
LAWRENCE ANTHONY SCOVELL
PAUL JOSEPH CONTRERI
ALESSANDRA GRASSI
MICHAEL MILLMAN
CHRISTOPHER G VIOLA
MICHAEL ROBERT WASIK
Conner Joseph Decker
Gianna Marie DeMayo
MARK B MURPHY
BENJAMIN J BUSH
ADAM B SCHLOSSBERG
LUCAS ANTHONY MURPHY
AUSTIN LEWIS SINGER
CHRISTOPHER PIKE
KATHY HAY
CHRISTOPHER BRYAN RANSOM
BRAEZEN RAYMOND SUBICK
Ryan Casey
Mitchell Ryan Lanzl
Russell George Grimm
ANTHONY DEMAIO
REYNOLD DAVID MUSELL
GINNY COLARUSSO
SOLOMON ETHAN CHERNIAK
JEROLD FRANCUS
DARRELL RANDOLPH MANNING
JOHN SWIFT LYLE
JEFFREY ROSS HALPERT
WILLIAM CLIFFORD FRALEY
LYLE RUSSELL HATCH
CHARLES EVERETT BAILEY
LARRY LEE MOONS
KEVIN MICHAEL JOHN OCONNOR
BORIS ARON MIRVIS
GEORGE STEVEN CLEFFI
BRIAN JOSEPH VISCONTI
VINCENT ANTHONY PALLITTO
DONALD JOSEPH LINK
Ryan Joseph Becker
ALAN JOSEPH BECKER
JAMES WAI-JING LEONG
JOHN MENNITI
CLEON ROBERT CATO
JEFFREY RONALD SUSSKIND
MICHAEL WALTER MCHUGH
JARROD W BURKE
WILLIAM S OAKES
ROBERT BALDWIN RITCHIE
NICHOLAS BURNS HANLEY
JANINE JOY SCURA
ERIC MICHAEL WEISSMAN
ROBERT JAMES FERRARI
MICHAEL REGINALD JONES
WILLIAM JOSEPH CONKLIN
LORI ANN COLIN
MARK S LALIN
DEAN LAWRENCE LUDWIG
STEVEN VINCENT ABBRUZZESE
Steven Wayne Lieberman
Diane Kathrine Taylor

Within 25 miles of Lake Swannanoa, NJ, Best Investors lists 336 registered investment advisory firms with 939 offices nearby, managing about $16.2T in combined regulatory AUM across 3,262,980 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 Swannanoa

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