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Best financial advisors in Mansfield, NJ

Registered advisers within 25 miles of Mansfield, NJ.

Offices
820
Firms
303
Combined AUM
$15.4T
Firm-wide filings, not assets booked only here
Clients
3.13M
3,126,467 clients when Item 5C has a number
Avg / client
$4.93M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TRUIST ADVISORY SERVICES, INC.
TANDEM INVESTMENT PARTNERS, LLC
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
PNC WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
KESTRA ADVISORY SERVICES, LLC
EQUITABLE ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC

Investors

KUNAL SHARMA
Philip JEFFREY Calandra
ALAN DAVID JACOBSON
THOMAS JUDE D'AURIA
ROBERT ARTHUR SMITH
ANTHONY LEJAMBRE DORSEY
HECTOR JUNIOR BROWN
ALFONSO JOSEPH SIRAVO
JOSEPH DANIEL BURNS
WILLIAM ANTHONY BRESLEY
Marybeth Juliana
Chirag B. Shah
DAVID MARK DRAKE
PHILIP STONE MORGAN
RYAN FRANCIS HORNER
KUNAL JAY PATEL
Michael A Benscoter
MICHAEL DICHRISTOFARO
ROBERT J CARIOLA
KARL THOMAS CRYTSER
KURT EDWARD SAKOWSKI
Britany Leigh Enelow
Chris Michael Raimo
Matthew Gaeta

Within 25 miles of Mansfield, NJ, Best Investors lists 303 registered investment advisory firms with 820 offices nearby, managing about $15.4T in combined regulatory AUM across 3,126,467 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 Mansfield

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 7 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM