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Best financial advisors in Monroe, NJ

Registered advisers within 25 miles of Monroe, NJ.

Offices
1,163
Firms
380
Combined AUM
$17.9T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,155,733 clients when Item 5C has a number
Avg / client
$5.68M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
MML INVESTORS SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PERIGON WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
SANTANDER SECURITIES LLC
EDWARD JONES
ELLEN BINEN-MILBROD FINANCIAL SERVICES L.L.C.
PCB CAPITAL LLC
INTEGRATED WEALTH SOLUTIONS, LLC
INTEGRATED WEALTH CONCEPTS LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

FRANCIS LUCASH
WILLIAM JOSEPH O'BRIEN
RICHARD FRANCIS BARBERI
JAMES WILLIAM TOTH
Thomas Avanzato
MARIO DIGIACOMO
STEVEN BERNKNOPF
John McCaffery
Achu Tambi Akum
JEFFREY STEVEN CHIPPER
MARK PAUL MESCO
DANIEL OWEN BARSNICA
JOHN MARINELLI
Stacy Hoffman
Thomas J Morelli
Walter Rocco Kukowski
Amul G Sant
Andrew Joseph Bernal
Stuart Jay Lesser
David F Munoz
Frank Alfredo Fernandez
PETER CARL BOMBARA
Nicole Marie Gibson
RACHEL MARIE VERGARI
FRANK STUART
WILLIAM EDWARD SPINNER
JAMES JOSEPH JAGHAB

Within 25 miles of Monroe, NJ, Best Investors lists 380 registered investment advisory firms with 1,163 offices nearby, managing about $17.9T in combined regulatory AUM across 3,155,733 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 Monroe

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM