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Best financial advisors in Morristown, NJ

Registered advisers within 25 miles of Morristown, NJ.

Offices
1,567
Firms
511
Combined AUM
$24.5T
Firm-wide filings, not assets booked only here
Clients
3.45M
3,448,893 clients when Item 5C has a number
Avg / client
$7.11M
Combined AUM ÷ clients

Nearby offices

Firms

MORGAN STANLEY
SIMON QUICK ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
AURORA PRIVATE WEALTH, INC.
SUMMIT FINANCIAL, LLC
EQUITABLE ADVISORS, LLC
MML INVESTORS SERVICES, LLC
SOJOURNER CONSUMER PARTNERS, LP.
PGIM INVESTMENTS LLC
CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC

Investors

RENEE R MORGAN
ZHIGANG SHEN
STELLA ANDREA DUNN
TA-TANISHA RIBARDO
JOSEPH M REILLY
SHANON BETH OHLWEILER
CHRISTINE ZAMARRA
DAVID PIANO
TARA L JAKUBIK
ROBERT F KNORR
CAMERON D EVANS
DONNA M MAGLIATO
LORI SHARON SIEGEL RABINOWITZ
THOMAS CHARETTE
DOROTHEA ACCETTA
JASON G DACUNHA
LISA VIZZONE
MICHELLE TORCIVIA MADSEN
NICHOLAS CHARETTE
LOUIS ANTHONY VILLANUEVA
GIUSEPPE SELLITTO
LINDSEY A GALANTI
MARY GUZA
NICOLE D ROSA
ANDREW E MERCURI
John V Grauer
ANDREA N O'DONNELL
SANGEETHA SENTHIL
Lauren Hickey
Matthew J Brehne
Victoria Taylor Calandra
Katie L Killeen
MICHAEL G BURNS
NANCY FAYE ANDERSON
STEVEN ERIK CHRISTENSEN
THOMAS ANTHONY CIFELLI
MICHAEL JOHN GRAZIANO
BRIAN JAMES BURNS
MATTHEW SYKES COE
GUY W BOCK
JANINE THERESA MCCOY
ROBERT DAVIDSON CORRELL
JOAN AGNES BROCK
JEFFREY JAY BERNS
WILLIAM JOSEPH MINSCH
MEAD LYNN BRIGGS
HILARY BETH SPAIN REILLY
MARY P PERRONE
PAUL STUART MANDEL
PAUL ELLIOTT BREHNE
CHRISTOPHER FRANKLIN LUTZ
CHRISTINA HYON WOO
Jessica M Corazza
PETER J SEMINARA
MATTHEW MICHAEL MILLER
MICHAEL EDWARD CECIL
STEPHEN R ALLEN
ERIK STEPHEN BEIERMEISTER
REBECCA LEITE
Sharon P Schoenherr
Monica G Trinidad-Lui
JASON EDWARD BRELINSKY
DANIEL PATRICK O'NEILL
DENISE L PETTI
ALFONSO R PENA
SHAUN BRUCE FREEMAN
NINA CATHERINE DEROSA
Steven R Diamond
TIMOTHY CHRISTOPHER WHYTE
Andrew Burkhardt
BARBARA COYNE
ROBERT DeRIENZO
MICHAEL JOSEPH SCARAGGI
ALLISON TARRALL WALSH
JASON BRADLEY MEYER
MICHAEL ROBERT PERSCHE
SUZANNE ELIZABETH ORSULAK
MICHAEL ARI GABAY
TIA LYNNE REGAN
NICHOLAS CONTURSO
CHRISTOPHER WILLIAM PURDUE
RAMON WILLIAM ORTEL
JAYME TAYLOR CALIFANO
VINCENT MARIO PECORA
ANDREW WINSTON BARROW
MICHAEL DOMINICK MARCHIANO
MATTHEW CRAIG GIORDANO
JOANNE MEREDITH YANOGACIO
JOSEPH CHARLES RUMORE
Marc F Hall
ELIZABETH V CAMP
LINDSAY B CONTE
DAVID LOUIS POTISCHMAN
MELISSA WILDGEN ANTON
TODD EDWARD WATERS
HEATHER ELIZABETH HADO
SUZANNE BALIAN
PIOTR G GALUS
CASEY JOHN WIECZOREK
BRIAN P O'DONNELL
LAUREN CONIGLIARO
COLLEEN L D'ANTONIO
MARK A KAMAKARIS
BRANDON SCOTT DEES
Brian Norton
GWENDOLYN GARIBALDI
Erin Elizabeth Burke
MICHAEL VINCENT PIDICH
ELIZABETH A MCNEILLY
JOHN FRANCIS DEEGAN
Thomas Murphy
SABRINA PERSAUD
ANTHONY A FARINA
ANTHONY SALVATORE PECORA
CHRISTOPHER MICHAEL MCCARTHY
JOHN PATRICK MAZZA
MARK NICHOLAS RUGGIERO
Taylor C Brady
LOREN M HUETHER
DOMINICK R SCAVELLI
SARAH GRACE PITTMAN
Christina Caban
STEPHEN MURRAY
ANGELA M. VARCADIPANE
OWEN MARC ZUKOVICH
Gregory H Heisen
John Legband
ROBERT LAWRENCE COE
Jordan W Roberts
TYLER A HUGO
ATHAR ZAMAN KHALIL
Glenn Harris Shapiro
ANDRE ROSENFELD ROSAS
SEAN NORMAN STEVENS
Robert James Neill
Connor Stephen Brady
David Brian Emson
LINDSEY Nicole KOHLER
LAUREN Julia LEGBAND
ALEXANDRA C BOCK
Matthew J Graziano
MEREDITH A D'OVIDIO
Christopher J Connolly
Matthew R Minsch
Kushal Renjen
Siarra M Siebel
Zhicheng Xin
Abhigjnavasu Tadakamalla
Ryan T Nees
MICHAEL LEONARD CASTRACUCCO
Kaden Martyn Bernstein
Donnamarie Pecora
Nicholas Price
Kyle Timothy Stevens
Adetomilola Tolulope Adeyemo
Sydney Davis
Anthony Clemente Castracucco
Jordan Alexandra Kizmann
NATHALIE BLANCO
John Regan
JOHN LAWRENCE ALEX
JAMES HENRY WILKES
Kelly Anne Walsh
DENISE MARIE PYCH
RENEE EMMA SCHWARTZ
KEVIN JOSEPH LAWLOR
MICHAEL JOHN RICCA
PATRICIA PETRONE
JERRYANN ELIZABETH GOBER
MARK DOUGLAS BALLESTERO
MARY E EMSON
RICHARD PALUMBO
JOSEPH MOSCHELLA
KITTY HAN YEE KONG
THERESA MARIE KROOM
ALEASE ANTIONETTE CHABRAK
NORA DEFALCO
DARREN L HUGO
JAMES G FARRELL
MATTHEW R ZHILITSKY
Steven R Bredahl
LETA BLATT DAVIS
GERALD E CRUM
FREDERICK PATRICK PIERCE
RICHARD JAMBRINA
STEVEN ROCCO COLLI
CHRISTOPHER S GAGLIONE
Josephine Ann Scheurer
SEAN EDWARD CONLEY
STEPHEN MICHAEL BERNSTEIN
JORDAN BENJAMIN KRANTZ
ROBERT THOMAS TORCIVIA
GISELLE BABILONIA CANTADA
BRIAN J. KELLY
RENEE D MANALANSAN
Daniel JOSEPH McDonald
NEAL A TEICHER
JEFFREY WARREN SCHWARTZ
JON DAVID KEMPNER
ROBERT J D'AMATO
RICHARD ADAM COHEN
STEVEN MARK HADLEY
MARY ELLEN RUND
KENNETH NELSON VOSTAL
Stephanie Ashley
GREGORY SCOTT HUETHER
SANDRA SWAIN
JONATHAN SCOTT POSNER
DIANNE LORRAINE ZHILITSKY
CLAUDIA W MUNDAHL
LILY WU DOMANSKI
MICHAEL NICHOLAS MORETTI
Julian Youngwoo Cho
MATTHEW J LANGAN
MARK CHRISTOPHER CICCARELLI
CHRISTOPHER C RIDENTE
Arjan Kolic
NICHOLAS ANGELO SALAMONE
JULIANA MARIE TROVATO
MICHAEL C GANLEY
CARMEL A MCPARTLAND
SaraJean Barbara DePalma
MEREDITH RENEE TIERNEY
CHRISTOPHER A MAFFEI
JULIANNE ROSE
CHRISTOPHER M GRECO
GRAYSON LOUIS LIBRIE
KRISTIN KATIE BURO
RYAN H CONKLIN
Steven Coury
Kevin F Pierce
Oliver A Kearns
Matthew Anthony Turo
Matthew D Tomko
Sean R Conley
Jarett B Greben
Lucas P Cervelli
Rohan G Walker
ROBERT LEONARD CERASIA
STEPHEN JOSEPH PONICHTERA
DAVID WILLIAM POSNER
MICHAEL ALLEN SCHWARTZ
PETER JOHN CHRISTUS
STEVEN GOLDSTEIN
THOMAS JOSEPH REGAN
STEVEN CLAUDE MATTHEWS
MICHAEL FRANCIS GANNON
HOWARD PARKER
DAVID ALEXANDER GLENNON
LAWRENCE NEIL DANTUS
LESLIE ELIZABETH SMITH
GARY DANIEL TAGLIENTE
JAMES THOMAS O'HARA
NICHOLAS JOHN MORETTI
STEVEN BRIAN JONES
PAUL MICHAEL CONKLIN
PERRY CLARK LEE
ELLEN MARY FICACCI
STEPHEN J BRADY
ROBERT RICHARD KHOURY
STEVEN IRWIN GOTTLIEB
NANCY DI DONATO
DAVID HENRY BRASK
LINDA MARIE GELSON
ANDREW FREDERICK ROETTGER
DIANA LOUISE CHANEY
ANTONINA HODGES
TODD STUART GUTKIN
KEVIN McEntee O'NEILL
SEBASTIAN D BALVE
SCOTT FRANK MAHONEY
William B Wood
PETER GRIMM LEASE
FRANCO M PIARULLI
Michael J Blank
Ananda R Smith
MICHAEL J REYNOLDS
MICHAEL LOUIS LOMBARDI
CAROL PAOLA ALANIA
ROBERT JAY MANDEL
EILEEN A SWEENEY
Yu-Fen J Lin
Emmanuel Hurtado
Christian A DeFalco
KELSEY LEIGHTON
Nicholas Franklin Fischer
David A Wallman
James T Kelly
MARY ANN LONG
MAHI HAIDER
KRISTIN MCCAMISH BELL
Brian Douglas Hipwell
McClain Hunt Bishop
THOMAS C TRYNIN
LISA ANN MANZOLILLO
SHEI UNGER
Patrick J Murphy
STEVEN HENRY PISANO
JENNA MARY MORR
JACK R MAHONEY
Anthony J Santoro
Thomas Patrick Morr
Christopher S Bromley
Anders Paul Velischek
Ryan Casey
CONNOR NELSON DONOVAN
Adam Jordan Talmadge
DAVID VAN HOUTEN III HEDLEY
WILLIAM FLEMING CONGER
RYAN PATRICK MOFFETT
DEANNA JEAN MILLER
Jacob C Dempsey
Andrew FRASER Ferguson
CHRISTOPHER DECKER MARLAR
Eileen Elizabeth Kain
BRADFORD ROBERT MEHL
Robert Milligan
MARGARET ROBINA SELBY
Richard Chisom Osuji
DANIEL FRANCIS BARRETT
Richard John Miktus
William Shinners
CHRISTOPHER BRIAN MOORE
WILLIAM BERNARD LALOR
DANIEL BRIAN WEITZ
LARISSA ANNE MEHLFELDER
CHRISTOS JOHN THOMAS
LESLIE CHARLES QUICK III
JOSEPH ANDREW BELFATTO
Ted Abenstein
JAMES FITZHENRY MARCHESI
MICHAEL MARTIN PIRRELLO
ELENA CHAMBOUS
Carl Dennis Hanks
LAWRENCE JOHN FORLENZA
DON GIOVANELLO
GREGORY MICHAEL NARDOLILLO
MATTHEW PATRICK NARDOLILLO
DERON PAUL KENNEDY
JAMES CHARLES KIDD
WILLIAM MOUQUIN WEISS
JOSEPH HENDRICK
FRANK JASON KARPACK
JOHN TUMMINIA
MICHELE KARPACK HAKES
ERIC THOMAS MURTHA
DENIS CHARLES WALKER
Matthew S Aber
TODD ALAN STANARD
KENNETH RUSSELL WEBB
KRISTOPHER RICHARD TAUBALD
MICHAEL WILLIAM RILEY
MICHAEL ROBERT ALLISON
Jonathan Paul Terebetski
MICHAEL CARDALI
Adrian Ukaj
Paolino Tizzano
John Buckley
Sabino Eugenio Ruta
DAVID ALAN SCHLUER
TODD MALOY SMITH
LAURA TRIBUS HINGLE
GREGORY M VASSALLO
DOUGLAS WILLIAM TODD
CHRISTOPHER JAMES COLVIN
THEODORE VICTOR KOWALCHYN
WILLIAM CHARLES FORD
EROL KECECI
GLEN DANIEL MULLIGAN
STEVEN NICHOLAS TIRPAK
JODY CAMPANA D'AGOSTINI
VINCENT MICHAEL COOPER
David Manuel Pires
EVAN CHARLES GATES
MICHAEL J. COPPOLA
TING YEUNG
KAYLEIGH ELIZABETH Gensheimer
Chelsea Ann Chiswick
Alison Nicole Hingle
Arthur Gordon Warden
NICHOLAS PICONE
LAUREN CHANLEY
Patrick Thomas Gill
Carl Joseph Halter
Patrick Brutzman
Tyler Fernandez
ALYSE IACHIO
Michael J Nelson
MICHAEL JOHN TOMKO
JEFFREY MATTHEW VALLE
CHRISTOPHER JOHN BAKER
KEITH SCHOCH
DAVID STEPHEN TURK
MATTHEW DAVID STANEK
DAVID SCOTT REED
Thomas William Colombaris
Timothy Haidyn Ferguson
RALPH FRANZESE
BENJAMIN ENVER ASKIN
FRANK Charles WARD
THOMAS PATRICK ZINCKGRAF

Within 25 miles of Morristown, NJ, Best Investors lists 511 registered investment advisory firms with 1,567 offices nearby, managing about $24.5T in combined regulatory AUM across 3,448,893 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 Morristown

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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 PGIM, INC. 2 clients · 5 advisers $1.13T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 MANAGED ACCOUNT ADVISORS LLC 27 advisers $995B AUM