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Best financial advisors in Milford, NJ

Registered advisers within 25 miles of Milford, NJ.

Offices
573
Firms
191
Combined AUM
$14.1T
Firm-wide filings, not assets booked only here
Clients
2.70M
2,696,442 clients when Item 5C has a number
Avg / client
$5.22M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
RLS FINANCIAL SERVICES
VISTA FINANCIAL SERVICES LLC
MVV CAPITAL MANAGEMENT
LPL FINANCIAL LLC
PNC WEALTH MANAGEMENT LLC
VALLEY NATIONAL ADVISERS INC
MORGAN STANLEY
AMICUS FINANCIAL ADVISORS, LLC
IAM ADVISORY LLC
VALOR CAPITAL MANAGEMENT LLC
VALOR INVESTMENTS AND PLANNING LLC
INVESTMENT CAPITAL ADVISORS
STATE FARM INVESTMENT MANAGEMENT CORP.
INTEGRITY ALLIANCE, LLC.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Dustyn D Seifert
Meghan Taurus Casey
ROBERT LOUIS STICKEL
Lacy Phelps
Chloe Olivia Moore
MATTHEW ROBERT SHERIDAN
Aaron Michael Fuhrman
Chris Talpas
JOHN D WIRTZ
FRANK JOHN STETTNER
GARY LOUIS GUZZI
CHRISTOPHER MICHAEL WILSON
LACEY A KOZIK
JENNIFER A RAMPHAL
MICHAEL R GLOVAS JR
Taj R Piontkowski
MICHAEL RUDOLPH GLOVAS
LILRENE SMITH
ALEX MORROW
Samuel L Radogna
ROBERT LEE GODOWN
SONDRINE NICOLE GUTIERREZ
JOSEPH ANTHONY DIGANGI
STEPHEN GERARD GOODITIS
SPENCER FRIED
JAMES AUGUST BARTOLACCI
RYAN JOSEPH CONLIN
JESSE PHILIP PELLEGRINO
JOSEPH CLARK PARSONS
STEPHEN KRONICK
JOHN C BIANCHI
Michael Glenn Snyder
THOMAS GLENN RUTHERFORD
Jacob Millen
Christopher James Brindle
Thomas Ashely Blachek
ALEXANDER GUNBYMERRIMAN
ANTHONY EDWARD LOCASCIO
Tyler John Coy
JONATHAN RICHARD BATH
Emily Hatice Bayrasli
LEVENT AZIZ BAYRASLI
Carlos Orlando Ramirez
Dustin Lindley

Within 25 miles of Milford, NJ, Best Investors lists 191 registered investment advisory firms with 573 offices nearby, managing about $14.1T in combined regulatory AUM across 2,696,442 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 Milford

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM