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Best financial advisors in Mahwah, NJ

Registered advisers within 25 miles of Mahwah, NJ.

Offices
2,789
Firms
1,609
Combined AUM
$34.5T
Firm-wide filings, not assets booked only here
Clients
3.31M
3,306,061 clients when Item 5C has a number
Avg / client
$10.4M
Combined AUM ÷ clients

Nearby offices

Firms

PAVISE CAPITAL MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
PFS INVESTMENTS INC.
KEY GROUP MANAGEMENT, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CRE VENTURE CAPITAL, INC.
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
L&L PARTNERS WEALTH MANAGEMENT, LLC
JWBC MANAGEMENT, LLC
SIERRA FINANCIAL ADVISORS, LLC
SUPPORTIVE FINANCIAL, LLC
NCM CAPITAL MANAGEMENT, LLC
LPL FINANCIAL LLC
AMERITAS ADVISORY SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
CORRADO ADVISORS, LLC

Investors

BENJAMIN JOSUE IRIZARRY
CHRISTINE WEBER
ROHAN GEORGE JAMES
PAUL DAVID DIAZ
ANTHONY ROBERT SICILIANO
STEPHEN PATOTA
JOHN SAMUEL DECORSO
HOWARD GERSHMAN
JEROME CASOLA
MARTINO SICILIANO
DAVID ROSNER
TIMOTHY MARK CONBOY
THOMAS MICHAEL LIQUORI
VITO ANTHONY BIANCO
MICHAEL CHUN CHIEH LEE
KIMBERLY ANN GARCIA
DAVIS JAMES RIEMAN
Dominic Alexander Loughlin
DAGAN ALEXANDER LACORTE
ALBERTO GIOVANNI LIBERTINI
TAYLOR J. THOMAS
NICHOLAS SEBASTIAN LAVERGHETTA
MIRI Y UPTON
AJET METALIAJ
RICHARD LAWRENCE BROWN
MICHAEL SACCARDO
MARK ANTHONY CORRADO
DANIEL PAUL ROSASCHI
LISA A. BALSAMO
Barry Strobel
Cristhian Alexander Perez
CRAIG RICHARD CUTLER
RICHARD ALAN CUTLER
Christopher Franzese
Gregory T Ruppel

Within 25 miles of Mahwah, NJ, Best Investors lists 1,609 registered investment advisory firms with 2,789 offices nearby, managing about $34.5T in combined regulatory AUM across 3,306,061 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 Mahwah

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM 6 PGIM, INC. 2 clients · 5 advisers $1.13T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM