Best financial advisors in Montville, NJ

Registered advisers within 25 miles of Montville, NJ.

Offices

5,076

Firms

3,177

Combined AUM

$59.7T

Firm-wide filings, not assets booked only here

Clients

4.72M

4,721,129 clients when Item 5C has a number

Avg / client

$12.6M

Combined AUM ÷ clients

Nearby offices

AMERIPRISE FINANCIAL SERVICES, LLC

39 John St
Morristown, NJ 07960

EQUITABLE ADVISORS, LLC

70 SOUTH ORANGE AVENUE SUITE 207
LIVINGSTON, NJ 07039

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

500 Campus Dr Ste 300
Florham Park, NJ 07932

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

500 CAMPUS DR
FLORHAM PARK, NJ 07932

UBS FINANCIAL SERVICES INC.

500 CAMPUS DRIVE 2ND FLOOR
FLORHAM PARK, NJ 07932

UBS FINANCIAL SERVICES INC.

500 CAMPUS DRIVE
FLORHAM PARK, NJ 07932

WELLS FARGO CLEARING SERVICES, LLC

401 ROUTE 46
DOVER, NJ 07801

PNC WEALTH MANAGEMENT LLC

636 VALLEY ROAD
UPPER MONTCLAIR, NJ 07043

STATE FARM INVESTMENT MANAGEMENT CORP.

248 Lorraine Ave #12
Upper Montclair, NJ 07043

EDWARD JONES

622 VALLEY ROAD SUITE 7
UPPER MONTCLAIR, NJ 07043

WISS PRIVATE CLIENT ADVISORS, LLC

100 CAMPUS DRIVE W SUITE 400
FLORHAM PARK, NJ 07932

JACOBS LEVY EQUITY MANAGEMENT

100 CAMPUS DRIVE 4TH FLOOR EAST
FLORHAM PARK, NJ 07932-0650

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

100 CAMPUS DR
FLORHAM PARK, NJ 07932

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

100 CAMPUS DR DIVISION - MID ATLANTIC
FLORHAM PARK, NJ 07932

JACOBS LEVY EQUITY MANAGEMENT

100 CAMPUS DRIVE P.O. BOX 650
FLORHAM PARK, NJ 07932-0650

JACOBS LEVY EQUITY MANAGEMENT

100 CAMPUS DRIVE
FLORHAM PARK, NJ 07932-0650

J.P. MORGAN SECURITIES LLC

600 VALLEY ROAD
UPPER MONTCLAIR, NJ 07043

AMERIPRISE FINANCIAL SERVICES, LLC

200 CAMPUS DR STE 150
FLORHAM PARK, NJ 07932-1007

WELLS FARGO CLEARING SERVICES, LLC

200 CAMPUS DR STE 220
FLORHAM PARK, NJ 07932

ROBERT W. BAIRD & CO. INCORPORATED

200 Campus Drive Ste 170
Florham Park, NJ 07932

Firms

AMERIPRISE FINANCIAL SERVICES, LLC

EQUITABLE ADVISORS, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UBS FINANCIAL SERVICES INC.

WELLS FARGO CLEARING SERVICES, LLC

PNC WEALTH MANAGEMENT LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

WISS PRIVATE CLIENT ADVISORS, LLC

JACOBS LEVY EQUITY MANAGEMENT

J.P. MORGAN SECURITIES LLC

ROBERT W. BAIRD & CO. INCORPORATED

Investors

KEITH THOMAS EHRICH

ROBERT EVERETT LEMBECK

VINCENT MICHAEL CRIVELLA

Kenneth Pickett

JOHN RICHARD GARCIA

MICHAEL PAUL GUZZARDO

MICHAEL KWONG CHAN

MATTHEW J HOLLERAN

Eugene M Gallagher

ANDREW PASCAL AMENY

THOMAS STEPHEN SANCZYK

THOMAS MARTIN STRANSKY

MARK GILBERT WILENSKY

ROY GLENN HEEREMA

ANNA MEZZINA CENICOLA

STEPHEN CHRISTOPHER NITTI

SANDRA JOAN CARRITHERS

RIFKY H MACKEEN

MATTHEW N BROGAN

BARI SCOTT VENETSKY

JENNIFER Lynn STAPLETON

Laurie Torres-Tang

Marshall B McLean

KEITH CHARLES DOLIN

MARY KATHLEEN O'BRIEN

Stephen Charles Visnovske

Andrew R Maldonado

Antoine Tony Ojeil

Jessie N Slavin

Stephen Paul Lanzo

LISA FIORITO MACKESSY

Stephanie Marie Cronin

TRISTAN THOMAS COOPER

ERIC MICHAEL LEVINE

JUSTIN WOODS RAHO

Christopher Perry Simone

Carson Thomas Crane

CHRISTOPHER JAMES CONROY

ASHRAF ELGHANDOUR

STEVEN THOMAS HORKY

Matthew Harris Tantleff

VINCENT MICHAEL DOREN

HENRY PAUL SOBOTKA

JOSEPH P LOMBARDO

ARMANDO MICHELANGELO

ALAN S SCOTT REISFIELD

STEVEN WILLIAMS

SAMUEL HARRIS BOOKER

Craig Joseph Haddock

WILLIAM RUSSELL BOOKER

THOMAS GERARD SALIERNO

DEBRA DENBIN SPIESMAN

CHARLES WILLIAM AHTO

MICHAEL RICHARD DOREN

CHARLES HOWARD LEVINE

JOSEPH JAMES GUIDO

CHRISTINE M. WEINGART

ERIC LEE ESKRIDGE

Andrew Reisfield

JOHN FREDERICK RASWEILER

JONATHAN DAVID ESKRIDGE

LAURA WEISS STRUBEL

CHARLES FRANK HERBISON

MARCO ANTONIO BOBADILLA

JUSTIN MICHAEL BUSH

Simone Richardson

THOMAS J. BIRRITTELLA

Jason W Hoffman

Keyana Adelina Touchette

Luke Robert Warren Rich

Hunter William Kolmodin

Nicholas Henry Hoy

STEPHANIE FLORENCE LISE HUGHES

John Randall Hounsell

Christian Blaise Pluchino

JENNIFER ELIZABETH RULLIS

PETER JOHNSON LORING

Michael J Spellman

STEPHEN A NEVILLE

WILLIAM S. SAMAY

SCOTT CHRISTOPHER HUNTER

ELIZABETH MCKENNA

Christian E Abboud

CAROLYN MARIE HARRIS

MICHAEL L. VENTURI

THOMAS PAUL CASSILIANO

VINCENT DIPAOLA

JEFFREY R CANFIELD

Joseph S DeMarzo

Kevin Matthew Gannon

Brett Joseph Albinson

Nicholas G Malcolm

ALEXANDRA NICOLE GOLDENBERG

John K Braniff II

Charles Michael Wattick

Jason Nicholas Marcantuone

FREDERICK EARL WALTER

Ken PAUL Fukushima

MARIO NATALINO MILELLI

RICHARD ROCK TAYLOR

RANDEL H J EVLETH

DEBORAH JANE CANTY

NICHOLAS ANDREW DENUCCI

MONIQUE GRZELAK VAN NISPEN

CAROLINE TINA NELSON

ROBYN N TUMMINIA

ALEXIA GRAVVANIS

John-Paul Tancona

JOHN HERBERT HEMMENS

ERIC WAYNE MUCHMORE

Elizabeth Padewski

CHRISTINE FLORENCE HEIM

Philip JOHN Ortolani

KATHY FRANCES DEANGELIS

JOHN MATTHEW LYNCH

DAVID SETH COMITO

Deanna Elise Breakey

STEPHEN KOWALSKI

JOHN DANIEL SHAW

CONNIE PAULA GOIS

DANIEL RODRIGUEZ

MICHELLYNE MACDONALD

CAITLIN ELIZABETH GILLIGAN

SUNIL GOPAL JOSHI

JOSEPH CHARLES BRIGIDA

TERESA MARGARIDA SOUSA

MICHAEL J PIROZZI

MARGARET A MILITE

BRIAN EDGAR HESS

Justin Landolfe

ALEXANDER C JOYCE

Michael Thomas Mastrangelo

Onel Jesus Gonzalez

Matthew James Compton

MATTHEW ARMENDINGER

David Andrew Spicka

Melissa Jane Hertzberg

Lauren R Caruso

Lindsey M Healy

Jake Robert Del Greco

Zachary Dean Boorse

Jack Sumner Chisholm

Francesco Angelo Marinelli

LYDIA LECONTE NIMENE

GEOFFREY ALBERT STUBBS

Robert Joseph Bendock

CHRISTOPHER GILBERT COOK

GREGORY PAUL CABURIS

JON THOMAS WOHLGEMUTH

MICHAEL ALLAN COLLEDGE

JULIET D PARSONS-BETZEL

Robert W Haderer

Clinton Brooker Factor

ELIZABETH BRUMBAUGH

DORETTA ANN ALEXANDER

Lawrence R Bahneman

CHRISTOPHER A PARERES

Nicholas Kovalevich

WILLIAM Joseph SABO

Brian Scott Hale

Noe Rafael Ramirez

Amaya J Pollard

Manuel C Castillo

JOSEPH PRINCIPE

J DONALD TANSEY

LAWRENCE VINCENT OCONNOR

CAROL PFEIFFER DOYLE

LISA C LA VECCHIA

Robert John Lucente

ANNETTE JULIE MAVROPOULOS

JAMES JOHN KIELY

THOMAS STEPHEN GIBBONS

KATHLEEN K VRABEL

Paul LAWRENCE Landolfe

ROBERT FRANCIS DALIA

JILL DEBORAH HIAT

BARRY ALAN MENDELSOHN

ELLEN SUE MULLANEY

Anthony D Mejia

Thomas John Pegel

David Mera-Hernandez

PAUL CHARLES SANTUCCI

Jorge Luis Idrovo Fernandez

COURTNEY LYNN HAMILTON

Kathleen Hernandez

Rudenca K Blloshmi

Brandon Michael Williamson

Kevin Karl Kraska

DEBORAH ANNE WATTS

THADDEUS JOHN HOGUE

MARNIE A MACLAREN

Mary ELIZABETH O'Connor

ADAM JASON ABRAMOWITZ

Renee D Armstrong

SIOBHAN SPILLANE CUMMINGS

DAWN MARIE BURKE

JAMIE MARIE FIELDS

MUHAMMAD SAEED KHALID

CHRISTINA LYNN BOYER

ROBERT THURMAN WRIGHT

John Ventriello

Johanna Aguilera

Amy Katherine Abrahamson

BRIAN PATRICK PUGH

JASON DAVID ANDERSON

FREDERICKA LEVETTE CONNER

DAVID PHILLIP SPARACINO

BERNARD TONI BLAIS

KENNETH NEIL LEVY

BRUCE IRA JACOBS

PETER ISAAC LEHRER

ROBERT JANNICELLI

CAMILLO ALFONSO MATTEUCCI

ARMANDO GENARO DIRIENZO

BRADLEY JOHN EICH

MICHAEL JAMES METZGER

RAKEMA LAWYELL WHITE

SCOTT L. CIRELLI

ANDREW J MANGANIELLO

NICHOLAS DANIEL CAMPANILE

JOSEPH EDWARD TROY

Jorge Manuel Da Silva

Paul John Soranno

GLENN CARL KRAUSE

MARK DONALD DZAMBA

CHESTER FRANK MAKUCH

CHRISTOPHER MICHAEL GRELLA

RICHARD ARAM AVDOYAN

ELIZABETH MARGARET GRINKEVICH

Christal R Generoso

J. RONALD LYNCH

MARY ANN GIAIMO

ROBERT JAMES BROWN

JEFFREY CHARLES ANDREWS

PETER ANTHONY SCOCCA

MICHAEL VINCENT SUSINI

LAWRENCE ROSATI

MARK ROBERT HURWITZ

SUSAN CHOINIERE BLOMSTER

JOSEPH JAY BANCHERI

EDWIN EVERTS ANDREWS

SEAN GERARD DAVIS

THOMAS MICHAEL JESZECK

LOUIS V MAGLIARDITI

THOMAS JOSEPH DWYER

JANET LORRAINE ROBERTS

CHERYL ANNE BUSACCO

JACLYN A BARRESI

THOMAS GORDON MCGEE

HARRY SCOTT NEUFELD

GERIANN SIMOLDONI

BETH ANN WILHELMS

CHRISTINE MARIE ESPOSITO

REBECCA ELFREDA POWELL

William E Thomas

CHRISTOPHER L JEWELL

WILLIAM PATRICK COOLEY

DONALD THOMAS RUGGIERI

JOSEPH FOLLIARD PERDUE

JOHN ROBINSON BAKER

CHARLES WILLIAM DUDLEY

JOHN ELIOT PENN

THOMAS DWIGHT MILLER

WARREN JAY HARTZMAN

MITCHELL STEVEN WORK

STEVEN PAUL KLEIN

ROBERT FRANCIS CONROY

JOHN PAUL MCKENNA

ROBERT DeRIENZO

NANCY FAYE ANDERSON

ROBERT JOSEPH GATYAS

ROBERT FRANCIS BROWNE

SCOTT WILLIAM RANDOLPH

MICHAEL GREGORY MOORE

MATTHEW SEAN OCONNOR

SARA ANNE KAZARIAN

Within 25 miles of Montville, NJ, Best Investors lists 3,177 registered investment advisory firms with 5,076 offices nearby, managing about $59.7T in combined regulatory AUM across 4,721,129 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 Montville

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM