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Best financial advisors in Millstone Township, NJ

Registered advisers within 25 miles of Millstone Township, NJ.

Offices
916
Firms
330
Combined AUM
$15.5T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,144,034 clients when Item 5C has a number
Avg / client
$4.92M
Combined AUM ÷ clients

Nearby offices

Firms

CM CAPITAL PARTNERS
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
ARPP
TD PRIVATE CLIENT WEALTH LLC
SIMPLICITY WEALTH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PRINCETON INVESTMENT MANAGEMENT COMPANY
KESTRA ADVISORY SERVICES, LLC
PM ADVISORS LLC
WORLD INVESTMENT ADVISORS, LLC
GLEN EAGLE ADVISORS, LLC

Investors

EZRI SHECHTER
ULDERICO CONTE
Avi M. Mandel
RACHEL MARIE VERGARI
DANIEL OWEN BARSNICA
ERIC MICHAEL SWEENEY
ZAK SHAIK
ANGELA DAWN THAYER
CHRISTOPHER JOHN LESTER
KEITH BRANDON LESTER
Vincent F Cacciolo
KEVIN JAMES COTTRELL
NICOLE PAMELA KEVOIAN
John M Welsh
Jennifer Ann Schmidt
JEROME JAMES MORGANO
Emily Paget
STEPHANIE ELIZABETH FOSTER
WILLIAM FRANCIS PRIMM
Christopher Kostecki
Stephen Joseph Borriello
ALEXANDER JAMES SAULON
ALFRED JOSEPH POLIZZOTTO
MICHAEL A FISH
RONALD JAMES LOMANGINO
ERIC SCOTT COLELLA
KEVIN HUTNIK
WILLIAM ANDREW GRUNDIG
Janet Arleen Petrik
BRIAN HUNT FREEMAN
MARK ALEXANDER VANNAUKER
FRANK JOSEPH BAIRD
KATHY ANNE LOBUE

Within 25 miles of Millstone Township, NJ, Best Investors lists 330 registered investment advisory firms with 916 offices nearby, managing about $15.5T in combined regulatory AUM across 3,144,034 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 Millstone Township

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