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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

KESTRA ADVISORY SERVICES, LLC
OSAIC WEALTH, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
MAIN STREET FINANCIAL SOLUTIONS, LLC
NEWEDGE ADVISORS
TRUIST ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
EDWARD JONES
MEZZASALMA ADVISORS
RAYMOND JAMES & ASSOCIATES, INC.
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC

Investors

TODD J JAKUBIK
Brandon James Grocki
THOMAS CHRISTOPHER FROEHLICH
MARK ALAN MCLAFFERTY
Gillian M ARcher
JOSEPH CHARLES MAIDA
JOHN P HAMMACK
ZACHARY D ZENDA
ALAN DAVID JACOBSON
STEPHEN FRANCIS COCCO
REGINA YELICA SHERMAN
MARK DAVID KRANZ
Matthew J. Greiner
Joseph Edward Serzan
CACIKE ESTRADA
James David Babcock
JOHN DOUGLAS MEZZASALMA
GREGORY F SCROFANI
ANTHONY M MEZZASALMA
Joseph Henry Doerrer
STEPHEN MARK GROSS
BRUCE KENNEDY
MATTHEW MARTIN WALTER
JOHN JOSEPH CARACAPPA
EVAN ROBERT BLOOMBERG
TINA MARIE CILURSO
GUSTAV ALBERT FINGADO
Ronald Patrick Crudo
ANTHONY CHARLES ROSSO
SEAN THOMAS KEATING
LESLIE K CURRAN
PAYOSHA NATASHA GAUSE
LAURIE MULLER
GREGORY DANIEL BERTAGNA
SCOTT ROBERT MCGIMPSEY
DEBRA ANN FOURNIER
DOROTHY ANN WILSON
Erin Azambuja
JOHN W WEBER
LAURA JEANNE STAMBERGER
KEVIN E. LYNCH
CONOR JOHN EGAN
WILLIAM JOSEPH EGAN

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