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Best financial advisors in Montgomery, NJ

Registered advisers within 25 miles of Montgomery, NJ.

Offices
1,068
Firms
390
Combined AUM
$17.4T
Firm-wide filings, not assets booked only here
Clients
2.83M
2,834,496 clients when Item 5C has a number
Avg / client
$6.13M
Combined AUM ÷ clients

Nearby offices

Firms

BERUNDA CAPITAL MANAGEMENT
WORLD INVESTMENT ADVISORS, LLC
TD PRIVATE CLIENT WEALTH LLC
CHP MANAGEMENT, INC. DBA CARDINAL PARTNERS
HALBERSTADT FINANCIAL CONSULTANTS INC
SG SECURITIES, LLC
OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
FORTIS CAPITAL ADVISORS, LLC
BSQUARE INVESTALYTIX LLC
PNC WEALTH MANAGEMENT LLC
PRINCETON GLOBAL ASSET MANAGEMENT LLC
EDWARD JONES
SKY LIFE SCIENCES CAPITAL, LP
GIVERNY CAPITAL ADVISORS
ROUNDVIEW CAPITAL, LLC
CITIZENS SECURITIES, INC.
WATERMARK GROUP, INC.

Investors

SRIKANTH NAGARAJAN
MELANIE JO DOERING
Iglika Dimitrova
VIRAL PATEL
NICHOLAS LUCIANO
ERIN EADS
SHANNON BURKE
DANIEL P BREMEN
AMANDA VIRELLA
CHRISTOPHER ULIANO
JORDAN JACKSON
Kevin Sweeney
Jeremiah Zev Walter
BARBARA JEAN CAVAGNARO
DAVID WALTER
DANIEL LEV WALTER
Robert Joseph Szigeti
ROBERT JOSEPH SZIGETI
MARIO LIVECCHI
JOHN O BONDEA
CARY L HALL
SAJI PHILIP
Edie L Kelly
Viswanathan Venugopala
Bhushan Suresh Bhangale
ANDREAS HESS
DUANE EVERETT LOVE
ROBERT G SPADAFORD
ERICA Susan BULLINGER
Paul A Lebowitz
Michael R Marsh
BRETT MICHAEL SHAVER
Matthew Jordan Selihar
TARA CONTI BANSAL
Joseph Thomas Schreiner
WILLIAM LOUIS KUFTA
MATTHEW DAVID GELFAND
DANIEL JOHN HANLEY
JOEL HEYMSFELD
PAUL JEFFREY GERARD
GEORGE BRAILSFORD WISLAR
JAMES ANTHONY KILCOMMONS
RICHARD MICHAEL MOSELEY
FRANCIS JOSEPH KEENE
JAMES A KILCOMMONS
David Vincent Milford
PATRICK JEAN LEGER
FRANCOIS ROCHON
ANDREW SHI-YI LIEU
STEPHEN KAI-JEN SHUEH
MATTHEW DOUGLAS WALLACK
Nicholas A Shelton
HOWARD TODD ALTER
FRAN BUCKLEY
JEFFREY DAVIDSON
SCOTT ERICKSON
Beverly Lifeng Roun

Within 25 miles of Montgomery, NJ, Best Investors lists 390 registered investment advisory firms with 1,068 offices nearby, managing about $17.4T in combined regulatory AUM across 2,834,496 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 Montgomery

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