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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

BC ADVISORS, LLC
PINE VALLEY INVESTMENTS
PINE VALLEY PRIVATE WEALTH
MONETA GROUP INVESTMENT ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
QUAKER WEALTH MANAGEMENT LLC
EDWARD JONES
APOGEE FINANCIAL SERVICES GROUP, INC.
PRIVATE ADVISOR GROUP, LLC
LPL FINANCIAL LLC
STRATOS WEALTH PARTNERS, LTD
CORA CAPITAL ADVISORS
COONEY FINANCIAL ADVISORS INC
OSAIC WEALTH, INC.
SANCTUARY ADVISORS, LLC

Investors

CHRISTOPHER MICHAEL BERINGER
Mark F Weiner
Delaney Christine George
THEODORE AUGUST BERINGER
LINDA SCARDUZIO POSTORIVO
JAMES TODD VOGT
KATHLEEN QUINLAN FAY
THOMAS J CROSSETT
JOSEPH BRIAN DUNCAN
Isaac Douglas Jones
ANTHONY A VASILE
Corey John Fisher
Thomas Mcelgunn
James William Varley
JONATHAN DAVID MARKOE
JERRY LOREN BRAATZ
CHRISTOPHER MARK BRYAN
Nicholas Lampone
SCOTT ALLEN LERMACK
CHRISTOPHER J O'NEILL
HARRY EDWARD MORAD
FRANCIS FREDERICO
SCOTT WALDEN
Joshua Feldschneider
DAREK KOLEDA
Noah James Modica
Jake A Markoe
ROBERT ALLEN MOORE
MICHAEL LEWIS WOJCIK
VICTORIA ASHLEY COCCIOLONE
Keval Patel
GREGORY MATTHEW PIZZANO
JASON LANDRY BRAATZ
ALAN CHARLES GOTTLOB
ANDREW C HIPPLE
MICHAEL JAMES CORSEY
Douglas Mark Roskos
DANIEL NORMAN HUSE
DANIEL RICHARD ROCCATO
TIMOTHY H MILLER
Nicholas William DeSantis
Marcus T Coleman
Michael F Iaquinto
CRAIG RUSSELL JORDAN
LAURENT WAYNE METZLER
THOMAS JOHN MARROLLO
RICHARD PAUL SHEILDS
JOHN PETER FOSTER
ROY ALAN SHUBERT
DANIEL MICHAEL ZIMMERMAN
WESLEY B FRAZIER
PETER PAUL SCIORTINO
DANIEL PATRICK LOUGHLIN
Justin Hewins
SALVATORE JOHN COCIVERA
JOSHUA WOODFORD
Michael Corley
Mark Wander
raymond giunta
Sean Balliet
JAMES A LONGO
SEAN THOMAS COONEY
THOMAS MATTHEW COONEY
BRIAN COHEN GREENBERG
Victor Garrido Pollan
MICHAEL HENRY ST. AMOUR
CARMEN JOSEPH PONTELANDOLFO
Robert JOSEPH O'Hara
SHANE T FOX
Jennifer Fisher
WILLIAM G DEGENER
Matthew Prince
Kevin Anthony Newbert
Sean Fasanella
Samantha Marie McKee
Serena Mao

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