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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

PNC WEALTH MANAGEMENT LLC
MOONDANCE INVESTMENT ADVISORS, LLC
VALLEY NATIONAL ADVISERS INC
HAMEL ASSOCIATES,INC.
BRIGHTSIDE WEALTH PLANNING, LLC
100 PLUS PLANNING
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
MARINER
DUKE AND DUKE WEALTH MANAGEMENT LLC
EDWARD JONES
ARGYLE CAPITAL MANAGEMENT, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

WILLIAM MICHAEL PERRELLI
JOHN CARROLL MCGOWAN
RYAN DAVID BRAHM
WILLIAM HOWARD STANERT
JOSEPH FRANCIS GOLDFEDER
DONNA MARIE YOUNG
LAURIE ANNE SIEBERT
Ingrid Holder
TIMOTHY GUY ROOF
MATTHEW E PETROZELLI
MICHAEL WILLIAM ROPER
Lilian Rosario
Michael E Warch
RYAN MICHAEL MULHEARN
THOMAS MERLE RIDDLE
Michele Maddaloni
ILDEBRANDO E CRUZ
JOSHUA RYAN TOSONI
PASQUALE C HAMEL
MARISA YANNUZZI
RALPH MICHAEL WASIAKOWSKI
NICOLE SCHENK WASIAKOWSKI
WALTER THOMAS WANDALL
JEFFREY SCOTT HAAS
STEVE WALTER MARCINIAK
CHARLES PHILIP ALBRECHT
CHRISTOPHER DOUGLAS MYERS
PHILIP J. MASON
JOSEPH FRANCIS SIVEL
CARL WILLIAM ENDY
DIANNE DENISON
JOHN CHARLES MILACKI
PATRICK CHRISTOPHER WOODWARD
PHILLIP ALBERT LORENZON
JESSE SVEN DANIELSON
DAVID MORRISON
Ryan Thomas Kelly
Brian Joseph Sulewski
PETER KINSLEY MILLER
Dawn Elizabeth Marx
JOHN PETER BANKS
ROBERT W MEUSER
THOMAS JAMES BRADSHAW
BRIAN JOSEPH DUELFER
DEBORAH KLATZ ROUNICK
JOHN DOMINIC DONOFRIO
NERMIN FERHADBEGOVIC
Joseph Michael Ayers
Patrick Burke
DONALD L GRETTA
WILLIAM RAYMOND TRAVIS
DAWN TYRA TOBIN
MARIO EARL CARANNANTE
Thomas Patrick Fulfaro
Karen Elizabeth Schoeller
SCOTT EDWARD SYLVAINUS
JOSEPH WILLIAM LEARY
Jonathan Michael Mull
Patrick Looney
WALTER ROLAND
Christopher Varela
WALTER JOSEPH ROLAND
RYAN D OESTREICH
STEVEN MICHAEL SHERMETTA
GREGORY BERNARD FALKENBACH
Nicholas Hinkle
BRADFORD CHARLES GREENAWALD
TODD STEVEN HARVEY
ALAN CARL WOLMAN
GLORIA JENNIE MONDSCHEIN
ADAM KEITH CADWALLADER
MARK PABLO ENRIQUEZ
DONNA ANN LEFFLER
Michael Guldin
EDWARD JOHN TIERNEY
KENNETH TODD MACKENZIE
BLAINE WILLIAM FRITSCH
MICHAEL SEAN OKEEFE
JOSHUA LOUIS HINKLE
ROBERT WILLIAM PRICE
ROBERT WILLIAM BECK
KARL DAVID REED
KEVIN JOSEPH DWYER
JASON MATTHEW ESPENSHADE
JAMES MACPHERSON MILLER, III

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