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Best financial advisors in Lumberton, NJ

Registered advisers within 25 miles of Lumberton, NJ.

Offices
975
Firms
368
Combined AUM
$17.0T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,246,869 clients when Item 5C has a number
Avg / client
$5.24M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
PFS INVESTMENTS INC.
CITIZENS SECURITIES, INC.
TD PRIVATE CLIENT WEALTH LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WOLOSHIN INVESTMENT MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
LPL ENTERPRISE, LLC
HORNOR, TOWNSEND & KENT, LLC
GREENLEAF FINANCIAL NETWORK, LLC
FAMILY WEALTH PARTNERS LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
MFG INVESTMENTS, LLC
CETERA INVESTMENT ADVISERS LLC
REDWOOD WEALTH MANAGEMENT GROUP, LLC
ALMANACK INVESTMENT PARTNERS
BLUEPRINT CAPITAL MANAGEMENT, LLC

Investors

RYAN FRANCIS HORNER
KUNAL JAY PATEL
JOSEPH DANIEL BURNS
ANTHONY LEJAMBRE DORSEY
HECTOR JUNIOR BROWN
ALFONSO JOSEPH SIRAVO
MICHAEL HAAS
MICHAEL MURRAY
JOHN JOSEPH FITZGERALD
ANTHONY FORNATALE
ADAM H GUTKIN
JULIO MACARIO
Christine M Nealis
JOSEPH THOMAS CANEVARI
MARK JOSEPH KATELHON
JOHN NOTO
Cyndy Marie Toscano
JONATHAN PARSONS
MARK DEVINE
Wayne Todd Jones
BRYAN MCNAMARA
NICHOLAS CHRISTOPHER ROUNDS
LUKE MATTHEW MCCORMICK
DEREK SAUSA
MICHAEL NIRODA JR
Ryan Macfarland
Paul Joseph Dilouie
RAYMOND MARTENS
Zachary M Hemple
BRYAN MINERVA
KENNETH SMELAND
ALEXANDER SAWICKIJ
TIFFANY HUTCHINS
Claudia Sofia Correia de Mel Pereira
JOHN JAMES WATSON
ALLISON BALMORES
ARSHAD G AWAN
GUNJAN AHUJA
Marc Alexander Roberts
Evan S Jurczynski
TIMOTHY JACK RICHTER
MICHAEL EDWARD MASTERSON
David Robert Zimmerman
ELICITO MONTERO
ERIN EADS
Terraine Johnson
JAMES HENRY BEAM
ROBERT DEFINA
STEPHEN JOHN COOPER
AARON CASE
NICHOLAS LUCIANO
DYLAN ZHOU
Lemmon Craig Hamilton
Catherine Aglipay
Nina Covrljan
SUSAN BOCHNOWSKI EGAN
KATIE Woloshin Corsetto
MICHAEL ALLAN WOLOSHIN
GREGORY M SOBOCINSKI
Albert Raphael Finkelstein
Jonathan N Bovit
Luke Clifton Wallace
RICHARD BARTLETT STEELE
ANDREW DONOGHUE
TIMOTHY JUDE FEENEY
Tylor Alexander Love
MARK ANTHONY FINELLI
Jack M Paolini
BRIAN PATRICK HOGUET
BRADLEY HOWARD DENN
Kevin Kerwin Kennedy
Austin Carlson Kennedy
WALLACE JOSEPH KENNEDY
STEPHEN RODGER COOPER
MICHAEL DAVID YOUNG
SAMUEL CLAY BRIDGERS

Within 25 miles of Lumberton, NJ, Best Investors lists 368 registered investment advisory firms with 975 offices nearby, managing about $17.0T in combined regulatory AUM across 3,246,869 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 Lumberton

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM