Best Investors Account Sign in

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

KESTRA ADVISORY SERVICES, LLC
MAISCH FINANCIAL PARTNERS, LLC
FULL COURT STRATEGIC WEALTH, LLC
FIRST COMMAND ADVISORY SERVICES
CONCURRENT INVESTMENT ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
MML INVESTORS SERVICES, LLC
ADVISORY SERVICES NETWORK
GLADSTONE WEALTH PARTNERS
COPPER BEECH FINANCIAL GROUP, LLC
BROOKSTONE CAPITAL MANAGEMENT LLC
COPPELL ADVISORY SOLUTIONS LLC
PFS INVESTMENTS INC.

Investors

DAVID MARK DRAKE
PHILIP STONE MORGAN
Christian Andrew Maisch
Alexis Lee Farabaugh
Knalidi Hinkson Davies
Kevin Michael Siclari
Shea Patrick Harvey
Keith Roger Thibodeau
Sara Nicole Wilson
John Taylor Haggerty
ALAN SCOTT COHEN
Chad Joseph McQueen
JOSEPH ALAN GARAFANO
SEAN PATRICK MCGOVERN
JOHN DAVID SCOTT
JAMES WESLEY SCOTT
RODNEY LAWRENCE BOYLAN
JOHN ANTHONY COSTELLO
KERRI L RADIMER
Nicholas James Daniels
WILLIAM DAVIS MADARA
JOHN ANTHONY MILLER
JEFFERY LEE AHRENS
Cody Baldwin
Michael Parise
JOHN PARISE
Marissa Wood
MICHAEL PAUL MALL
SHIRLEY A WEBER
LEON B ELCOCK

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