Best Investors Account Sign in

Best financial advisors in Mount Royal, NJ

Registered advisers within 25 miles of Mount Royal, NJ.

Offices
1,614
Firms
686
Combined AUM
$45.3T
Firm-wide filings, not assets booked only here
Clients
3.58M
3,582,768 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
PARK AVENUE SECURITIES LLC
TA CAPITAL MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
RMAS, INC.
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CITIZENS SECURITIES, INC.
PNC WEALTH MANAGEMENT LLC

Investors

Lawrence D. Brown
NEAL GRANT PIERCE
DANIEL PATRICK ANDERSON
MATTHEW D PURZYCKI
Edward Ross Levene
CHRISTOPHER MICHAEL JACKOWSKI
Raymond P Trost
Robert Gerad Mason
DANIEL LORENZO PELOSI
GARY MICHAEL STILES
JOSEPHINE A STAGLIANO
JOSEPH MICHAEL JOHNSON
KIMBERLY ANN Daniels
TODD PANTO
JAMES ROBERT SGRO
RUSSELL CLAYTON JOHNSON
Nicholas A Johnson
Alexander John DiPietro
William Rice
JOHN JOSEPH DIPIETRO
CHARLES CLINTON LEONARD
PATRICK ANTHONY DAGOSTINO
Anthony M Alfe
ELIZABETH ANN GIULIANO
DIANE SUSAN TAYLOR
Tyler Ciemniecki
CHRISTY BARILOTTI
Jessica Squadroni
DINA ANTONETTE HARTNETT
William Holt McAllister
Benjamin Bryan Diaz
Sandra Lyn Strudwick
KATHLEEN ELIZABETH SCHROEDER
WILLIAM ROSS SMALL
David James Maxwell
Melisa L Medeiros Swim
JEFFREY SCOTT HOHL
SCOTT OWEN BOMBECK
SUSAN JUDITH BRUCE
Charles Xavier Morlock
Marc Peter Eisen

Within 25 miles of Mount Royal, NJ, Best Investors lists 686 registered investment advisory firms with 1,614 offices nearby, managing about $45.3T in combined regulatory AUM across 3,582,768 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 Royal

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