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Best financial advisors in Mercerville, NJ

Registered advisers within 25 miles of Mercerville, NJ.

Offices
883
Firms
315
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
2.83M
2,832,362 clients when Item 5C has a number
Avg / client
$5.95M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
SANTANDER SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TD PRIVATE CLIENT WEALTH LLC
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
CW ADVISORS, LLC
TURNER FINANCIAL GROUP, INC.
WELLS FARGO CLEARING SERVICES, LLC
GRIPHOOK FINANCIAL LLC
CITIZENS SECURITIES, INC.
PNC WEALTH MANAGEMENT LLC
CURCIO WEBB LLC
ROCKEFELLER FINANCIAL LLC

Investors

DAVID JAMES DOMINICI
Jordan Assentato
Joseph Sensi
JACQUELINE P ZAPICCHI-CLOUGHSEY
Hari Sharma
CARLOS ANTONIO SOSA
Philip JEFFREY Calandra
THOMAS JOSEPH DZIUBEK
JUSTIN TIGER MURRAY
PATRICIA ANN TRAPP
GERARD TRAPP
HAROLD VINCENT LAUDIEN
REGINALD WILLIAM BURROUGHS
JARED MICHAEL REILLY
KENNETH ALAN KAMEN
LEONARD PETER HAYDUCHOK
CARLOS ALBERTO ESTEVES
Neimi Mousa
WILLIAM VINCENT SHEEHY
JEFFREY SCOTT STRASBURG
JOHN G MOLINELLI
PRAKASH MADHU SHETTY
KYLE THOMAS VITO
R. MICHAEL BRAENDER
Kyle Braender
CHRISTA BRUCKNER AHRENS
MARTIN G BYRNE
CHERYL LOUISE ROWAN
Colin Bradley Lessard
RAY P TUCHOLSKI
VIVIAN CAPANO
Jennifer Dawn Stauffer
REGINA RAE SPANO
PHILIP JOSEPH SACCO
ALEXANDER WINTER

Within 25 miles of Mercerville, NJ, Best Investors lists 315 registered investment advisory firms with 883 offices nearby, managing about $16.8T in combined regulatory AUM across 2,832,362 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 Mercerville

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM