Best Investors Account Sign in

Best financial advisors in Mount Olive, NJ

Registered advisers within 25 miles of Mount Olive, NJ.

Offices
741
Firms
280
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,258,690 clients when Item 5C has a number
Avg / client
$5.28M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
OMEGA CAPITAL MANAGEMENT, LLC
PFS INVESTMENTS INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL ENTERPRISE, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
GLADSTONE WEALTH PARTNERS

Investors

FRANK PETER YANY
THARAKA MALINTHI RAMDEO
MELISSA NORWICKE
EDWIN JOHN KULAWIAK
JOHN EDWIN KULAWIAK
JOSEPH CARL FIUMARA
KEITH ALAN SMITH
STEVEN M BEDELL
ERIC DANIEL WILSON
JOSEPH MICHAEL MONTE
NICOLE MONTE
Davien Medina-Centeno
Rouba Staufenberger
TED MICHAEL DAVIS
WILLIAM CLARKE MOYNIHAN
JAMES J FERRIE
HAROLD PERRY USZEROWICZ
MICHAEL JOSEPH STAUFENBERGER
MARTIN BENNO WELZMULLER
MICHAEL CHRISTOPHER STAUFENBERGER
SCOTT ANDREW BUCHANAN
DAVID OLIVER WRIGHT
MEREDITH ERIN WRIGHT
Daniel A Bolio
Alyson Elizabeth Whelan
SCOTT ANDREW ANDERSON
Ronald Joseph Guenther
FRANK JAMES EBERHART
JAMES PATRICK TRUMAN
Robyn Lynn Jensen
Erin Anne Madonna
James Wilkes
CRAIG JOSEPH CARCUFFE
RAHN JOHNSTON SINGER
JAMES PATRICK MCGEEHIN
Joseph D Bonadeo

Within 25 miles of Mount Olive, NJ, Best Investors lists 280 registered investment advisory firms with 741 offices nearby, managing about $17.2T in combined regulatory AUM across 3,258,690 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 Olive

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM