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Best financial advisors in Long Valley, NJ

Registered advisers within 25 miles of Long Valley, NJ.

Offices
768
Firms
286
Combined AUM
$17.1T
Firm-wide filings, not assets booked only here
Clients
3.22M
3,222,604 clients when Item 5C has a number
Avg / client
$5.31M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CREATIVE CLIMATE CAPITAL, LLC
WELLS FARGO CLEARING SERVICES, LLC
GLADSTONE WEALTH PARTNERS
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MML INVESTORS SERVICES, LLC
OSAIC WEALTH, INC.
PARADIGM INVESTMENT ADVISORY, LLC
GWN SECURITIES INC.
COVENANT ASSET MANAGEMENT, LLC
THE WEALTH BOUTIQUE
EAGLE STRATEGIES LLC
RBC CAPITAL MARKETS, LLC

Investors

Christina Ann Knaus
NICHOLAS WAYNE SIMMONDS
JAMES PATRICK MCGEEHIN
RAHN JOHNSTON SINGER
CRAIG JOSEPH CARCUFFE
JOSEPH REED
Mark Thomas Stanic
MICHAEL ANGELO NISIVOCCIA
ROBERT DONALD LAMPERTI
MICHAEL JOSEPH WADE
Kyle Swift
THOMAS NEAL TISHMAN
KATHLEEN MILLER
PATRICIA ANN SADOWSKI
KAREN STARK
Zachary Adam Little
FRANK PATRICK LELOIA
DOMINIC ANTHONY ALFIERI
NANCY ANNE LYONS
ZAMIRA ANDREA SANCHEZ
Nicholas Lee Amoresano
Gabriela Alejandra Tamakloe
Glenn BRYAN Schunkewitz
MICHAEL EDWARD BARNA
WARREN CRAIG LESSING
DAVID Guangren XI
JON CHARLES MCALENEY
MARK MYRON HARWANKO
KEVIN DRU KORONDI
JOHN ANTHONY NAPHOR
ALLAN STEVEN VERA
Robyn Lynn Jensen
Erin Anne Madonna
David John Guarino
TIMOTHY WAYNE ROWE
CHRISTOPHER RANDALL CLARK
JOHN C. GUARINO
MARKIAN TARAS UKRAINSKYJ
WILLIAM J. CUNLIFFE
Gabriel Paul Rowe
DONALD DAVID WEIR
SCOTT ANDREW ANDERSON
FRANK JAMES EBERHART
DONNA S CATES
AMANDA MCHUGH STILWELL
Denise Bogotana Sandkamp
JESSICA CLAIRE WEAVER
CHRISTOPHER JOHN RIEBLING
Nicholas James Roughan
Luis Simon Tagliaferro
ERIC TAYLOR
STACY L GOERNER
ANGELA MARY VON SPRECKELSEN
FRANK N DOLCE
WILLIAM TAYLOR

Within 25 miles of Long Valley, NJ, Best Investors lists 286 registered investment advisory firms with 768 offices nearby, managing about $17.1T in combined regulatory AUM across 3,222,604 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 Long Valley

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM