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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

COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
ASCENT CAPITAL MANAGEMENT, INC.
CARY STREET PARTNERS
STATE FARM INVESTMENT MANAGEMENT CORP.
LSMPT FINANCIAL ADVISORS, LLC
MORGAN STANLEY
PNC WEALTH MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
WELLS FARGO CLEARING SERVICES, LLC
NCM CAPITAL MANAGEMENT, LLC
AMERITAS ADVISORY SERVICES, LLC
EDWARD JONES
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
L&L PARTNERS WEALTH MANAGEMENT, LLC
M HOLDINGS SECURITIES, INC.

Investors

TIMOTHY MCKINLEY DUNCAN
CHRISTINE WEBER
ROHAN GEORGE JAMES
PAUL DAVID DIAZ
ANTHONY ROBERT SICILIANO
STEPHEN PATOTA
JOHN SAMUEL DECORSO
HOWARD GERSHMAN
JEROME CASOLA
MARTINO SICILIANO
DAVID ROSNER
PEGGY A. FARLEY
Caitlin B DeGroat
Andrew Massey
Nicolette Sophia Stallone
RICHARD S. SPINNER
MICHAEL CLAUDE PROVINE
AMY D MACISAAC
Steven Perry Adwar
John Richard Farrell
Kyle Saul
MIKE SCOTT SAUL
DAVID JOSEPH COTTAM
TODD ENGMANN
Dominic Alexander Loughlin
WINNIE K CHAN
ANDREW TODD SILVERMAN
JOSEPH J GOSCIENSKI
FRANK C SENZINO
IRENE F STOLARZ
BRIAN GERARD LANGAN
ENDRE THEODORE PADY
MICHAEL JAMES KOSTECKI
ROCCO BASILLIO LEPORE
RHONDA MICHELLE PELUSO
JAY MICHAEL DEWAN
Jonathan C Brooks
CHRISTOPHER JAMES PARISI
CARLA MANETTE GOMORY
ANDREW C STOLARZ
Michael Philip Sparacino
Brent Douglas Weinmann
Christopher Kuber
Alexander Scott Barnett
SCOTT M STRUBLE
Mavi Djata Thorpe
Alexis A Wamsley
Bianca E Capozzi
FRANK EDWARD HETER
DONNA M MAGLIATO
DAVID VINCENT SCORDATO
YOORAN CHO
MAYA JOHNSON
MATTHEW James GIBERTI
RUSSELL OSE ADADE ROBINSON
SUSAN LINDA FRENKEL
BENJAMIN JOSUE IRIZARRY
TAYLOR J. THOMAS
NICHOLAS SEBASTIAN LAVERGHETTA
RICHARD LAWRENCE BROWN
Robert Competiello
Charles D Boles
Andrew Bowen Boles
THOMAS MICHAEL LIQUORI
VITO ANTHONY BIANCO
MICHAEL CHUN CHIEH LEE
KIMBERLY ANN GARCIA
MICHAEL THOMAS WALLACE
DAGAN ALEXANDER LACORTE
ALBERTO GIOVANNI LIBERTINI
John Francis Sharkey
Ronald Joseph Guenther

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