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Best financial advisors in Mount Ephraim, NJ

Registered advisers within 25 miles of Mount Ephraim, NJ.

Offices
1,541
Firms
637
Combined AUM
$44.6T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,583,240 clients when Item 5C has a number
Avg / client
$12.4M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
REGAL INVESTMENT ADVISORS LLC
THE AMERIFLEX GROUP
RMAS, INC.
OPPENHEIMER & CO. INC.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
CYPRESS FINANCIAL PLANNING
WEBB FINANCIAL PLANNING LLC
BELPOINTE ASSET MANAGEMENT LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WEALTH MANAGEMENT ASSOCIATES, INC.
HADDON WEALTH MANAGEMENT, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED

Investors

ROBERT P PHILPOTT
JEFFREY SCOTT HOHL
MATTEO PETRILLO
LOUIS RALPH PETRILLO
BRETT THOMAS STRAUB
STEPHANIE B WADE
KATHLEEN ELIZABETH SCHROEDER
WILLIAM ROSS SMALL
KRISTIN W MARINIS
PAUL MARINIS
PAUL S CLEMENTE
MICHAEL JEVIC
BRIAN JOSEPH WALSH
GERALD MICHAEL JEVIC
DAVID HUNTER ROBB
ERIC DAVID GARTLAND
BATIA PRAIZNER
ANTHONY A PELL
STEVEN PHILIP AUERFELD
ROBERT JOHN RISO
ANTOINE RAFEEL STEWART
RODNEY DEACON RISO
TYLER WILLIAM RICHARDS
JOSEPH ALPHONSE FERMANO
Matthew Gaiser
DAVID ALLEN ARMBRUSTER
THOMAS PATRICK DEVINE
JEFFREY RUSSELL JONES
KURT HERMAN RUOFF
BENJAMIN JARED PITTS
DONALD FREDERICK WEBB
JAMES LOUIS LOMBARDO
PAUL GREGORY PAKSTIS
CHARLES LLOYD GORENBERG
JEFFREY P. HEPPARD
KEVIN FRANCIS MESZAROS
BETH MESZAROS
ELIZABETH ANN GIULIANO
Emil Rotaeche
KEVIN THOMAS MCCAULEY
PHILIP N RANALLI
GREGORY MATLACK HART
RICHARD M BONNETTE
Molly Babcock
RICHARD ALBERT BONNETTE
BRETON W BONNETTE
EMILY PEASE BONNETTE
EDWARD ELLIS
JOHN CYRIL BURKHARDT
VICTORIA BONNETTE

Within 25 miles of Mount Ephraim, NJ, Best Investors lists 637 registered investment advisory firms with 1,541 offices nearby, managing about $44.6T in combined regulatory AUM across 3,583,240 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 Mount Ephraim

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

1 VANGUARD GROUP INC $11.1T AUM 2 VANGUARD CAPITAL MANAGEMENT, LLC $8.44T AUM 3 VANGUARD PORTFOLIO MANAGEMENT, LLC $2.66T 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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM