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Best financial advisors in Montvale, NJ

Registered advisers within 25 miles of Montvale, NJ.

Offices
5,307
Firms
3,424
Combined AUM
$60.7T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,721,116 clients when Item 5C has a number
Avg / client
$12.9M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
HARBOR SPRING CAPITAL, LLC
JUXTAPOSE
HABITAT PARTNERS MANAGEMENT LLC
ALLSTATE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
JOSEPH P. LUCIA & ASSOCIATES, LLC
SELECT EQUITY GROUP, L.P.
HOF CAPITAL
VOYAGER GLOBAL MANAGEMENT LP
ASCEND INTERPLAY, LLC
INTERPLAY VENTURES EARLY STAGE MANAGEMENT LLC
LUPA RIA INVESTMENT MANAGEMENT LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MAI CAPITAL MANAGEMENT, LLC
STRATEGIC ADVISERS LLC

Investors

Julio Valdez
STEVE FORTILUS
Jonathan Charles Castaneda
David L Koenig
Eric Dolan
JOSEPH PAUL LUCIA
ANTHONY PAGANO
JOHN E SLOAN
CHRISTIAN CONTRERAS
PIYUSH CHOWHAN
Karon DuVal Blue
PERVIN AYDIN
Mark Peter Davis
Eli Graham
Edward Jin Kim
CHRIS YUBO ZHANG
Miho Rachel Common
EDWARD TALBOT DOHERTY
ANDREW JOSEPH LEAHY
RYAN C HUGHES
Kacey Lynn Padlo
PATRICK TIMOTHY MCGRADE
JAMES SCHOFER
ELISA AGOSTO
TAMARA A COSTA
AMANDA JO ALBALADEJO
EVAN MATTHEW MCGINNIS
ERIN N BUCHANAN
JEFFERY WYBLE
BONNIE PATTISON
JOHN MATTHEW ARONSON
Frank Joseph Carbone