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Best financial advisors in Middletown, NJ

Registered advisers within 25 miles of Middletown, NJ.

Offices
2,101
Firms
997
Combined AUM
$32.3T
Firm-wide filings, not assets booked only here
Clients
3.44M
3,435,583 clients when Item 5C has a number
Avg / client
$9.42M
Combined AUM ÷ clients

Nearby offices

Firms

LUXE CAPITAL MANAGEMENT INC.
FORTIS GROUP ADVISORS LLC
J.P. MORGAN SECURITIES LLC
FIDELIS INVESTORS, LLC
OTR GLOBAL LLC
TRANSAMERICA FINANCIAL ADVISORS, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
SANTANDER SECURITIES LLC
VIRTUS WEALTH SOLUTIONS
CETERA INVESTMENT ADVISERS LLC
WRIGHT ASSET MANAGEMENT INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INNOVATIVE WEALTH PARTNERS, LLC
TD PRIVATE CLIENT WEALTH LLC

Investors

Michael Robert Godeanu
Alfonso Pio Guerriero
BRYANT BETTS
Gregorio Dominguez
Brian N Russell
Kushal Parmar
Brian Robert Hewett
Richard Echevarria
Boureima Diallo
John PAUL Novello
Christopher M Risko
SEAN MICHAEL WYNNE
JEFFREY SCOTT BREHM
Thomas J Forde
Samantha Mascia
Thomas Avanzato
Jonathan Ocampo
Safet Musovic
HIRBOD AZMI
DEVANG M. PATEL
DOROTA WARCHOL
Nicholas Troia
PETER JOHNSTON WRIGHT
TODD CONARD LOTOZO
AUGUST PAUL BUGGE
Irving Estevez
DONALD R AYERS
Devin Andrew Dmitrzak
Brennan E. Lothery
Matthew A. Kirschbaum

Within 25 miles of Middletown, NJ, Best Investors lists 997 registered investment advisory firms with 2,101 offices nearby, managing about $32.3T in combined regulatory AUM across 3,435,583 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 Middletown

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 2 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 PGIM, INC. 2 clients · 5 advisers $1.13T AUM