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Best financial advisors in Mountain Lakes, NJ

Registered advisers within 25 miles of Mountain Lakes, NJ.

Offices
1,597
Firms
545
Combined AUM
$23.3T
Firm-wide filings, not assets booked only here
Clients
3.45M
3,452,130 clients when Item 5C has a number
Avg / client
$6.75M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
SANTANDER SECURITIES LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
FGH INVESTMENT ADVISORS, LLC
WORLD INVESTMENT ADVISORS, LLC
G. MARTIN MEYERS, P.C.
CITIZENS SECURITIES, INC.
VETERI PLACE CORPORATION
LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT
EAGLE STRATEGIES LLC
ONEPOINT BFG WEALTH PARTNERS
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

GWENDOLYN A CANONICO
MARY CATHERINE PASCARELLA
Farah Abbas Mirza
Matthew F. Coughlin
Alae Jaber
Wilson Adubasim
Sean Flavin
ROCHELLE ATENGCO
NICHOLAS ANTHONY PASCARELLA
CHRISTINE LARISA OSTAPIAK
ERIC J PASCARELLA
ANTHONY JOSEPH MARTINO
LINDA MARIE BENTLEY
Andrew John Brassini
CHELSEA LAUREN DEMETRE
SEAN O'BRIEN
JAY ALAN GILSTON
OSCAR DAVID FISCHER
PATRICK JOSEPH SIRVENT
Richard A. Rosa
MICHAEL JOHN GUARINO
SCOTT EDWARD COSTINE
Justin A Meyers
GARY MARTIN MEYERS
ANTHONY MICHAEL COIRO
ANDREW JAMES LEICHT
Steven T Hynson
Yang Vogel
Bryan Calderon
DAVID LAWRENCE MANDELBAUM
Teresa A Payment
CHRIS MARK GLASSCOCK
ANTHONY KENNETH HOLDEN
BRIAN J EDER
Michael PAUL ARMSTRONG
Charles P Young
John McLaughlin
JOHN DAVID COONEY
LAURENCE TODD CELNIKER
Karen HELENE Hajus
JOHN HUME VOIGT
MICHAEL JOHN MCKIERNAN
MARK JEFFREY FELDMAN
STEPHEN CAREY GOLDENRING
RICHARD GORDON WRIGHT
JEFFREY W MILLER
STEVEN M WILDER
CHRISTOPHER BUKOWCZYK
DREW EDWARD BESONSON
DAVID WAYNE JOHNSTON
Carlos Manuel Noriega
JESSE J BERGLAND
FRANCIS N LEPORE
LOUISE D'ANGELO MONTI
SAMUEL B URSO
DANIEL J AGUANNO
DAVID ANDREW SCHWARTZ
MICHAEL J ALBERTINE
ANDREW MILES ROSMAN
SALVATORE JUSTIN BENIGNO
DIMITRI AUSTIN GRANT
DAVID M MECCA
YOUSEF ALI KHAN
MICHELLE PATRICIA MACKIN
KYLE ALEXANDER WESLEY
KHAGENDRA KATTEL
ALEXIS SHAW MILLER
ALEXIS M MACIAS
Andrew Janusz
Matthew David Renov
Maxwell D Buchanan
Adam P Sinoff
Dante Gerard Petullo
BROOKE ASHLEY HARDIMAN
Cody Maxwell
Collin DAVID Brown
Adrian Daniel Morales
SHANE MCGILL
Craig Barry Weiss
LYLE GORDON WEINTRAUB
William Henry Spellman
JOHN SOLON PATTERSON
JON PETER BETLOW
JOSEPH PAUL GESLAO
PETER DAVID BOOCKVAR
MICHAEL IAN AXELROD
PHILIP ALLEN ROBERTS
VINCENT JOHN NAUHEIMER
DAVID DANIEL ROBERTS
MONICA A PYRYT
NATHAN B BARBAKOFF
PATRICK SEAN TORNEY
JONATHAN GUERRIERI
PAUL FORREST THOMPSON
Amara A DelSerro
JOSHUA LOREE LEWIS
MICHAEL ANTHONY KLEIN
ROBERT JOHN SCHWARTZ
STEPHEN BARRETT STONE
ANDY MARK SCHWARTZ
CHRISTOPHER JOSEPH CELLA
MAX WILSON
STEPHANIE ELAINE VAN DYKE
Tate R Chalmers
Salvatore Asta
AMANDA M MOLINA
COLIN CHRISTOPHER SMITH
Kyle Peter Matthews
SHAUN M FELDEISEN
Jason Edward Klinedinst
Julianna Akbarova Roberto
Brian T Toole
Daniel Anthony DeAngelis
Ian David Stelter
JOSEPH SRESHTA
Nicholas Sersun
Ryan Michael Curran
HENRY CHUNG-TE LIAO
JOSHUA DAVID BEEKMAN
JESSICA E PALATUCCI
Mark Anthony Arigo
CURTIS DONALD WHITE
LLNON HALI SLOSSBERG-NORTH
Kari Lynn Sirianni
Kailey N Van Wingerden
CHIEN-LIANG LIN
JOHN RUTHERFORD KELLY
TODD LANCE GARRAN
JOHN JOSEPH NASISI
Morgan T Burklow
BENJAMIN TODD BURKLOW
Jillian Ann North
NICK MAGONE
NICHOLAS JOSEPH MAGONE

Within 25 miles of Mountain Lakes, NJ, Best Investors lists 545 registered investment advisory firms with 1,597 offices nearby, managing about $23.3T in combined regulatory AUM across 3,452,130 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 Mountain Lakes

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