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Best financial advisors in Mountain Lks, NJ

Registered advisers within 25 miles of Mountain Lks, NJ.

Offices
1,587
Firms
544
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

PFS INVESTMENTS INC.
HONEYWELL CAPITAL MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EQUITABLE ADVISORS, LLC
GREEN RIDGE WEALTH PLANNING LLC
WORLD INVESTMENT ADVISORS, LLC
PRIVATE ADVISOR GROUP, LLC
LPL ENTERPRISE, LLC
INTEGRATED WEALTH CONCEPTS LLC
S SQUARED RETIREMENT SOLUTIONS LLC
PARK AVENUE SECURITIES LLC
ALJEN ASSET MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
NPA ASSET MANAGEMENT, LLC
FREEDOM FOUND FINANCIAL

Investors

Seanice Austin
Xueping Crispo
SHARIF MARZOUK
YOUSSEF NAGUIB MARZOUK
Sean Thomas Cole
Brandon Sisk
JORDAN CHARLES KAUFMAN
ROBERT JAMES MASCIA
Luciano Michael Betman
Matthew Adrian Snyder
DOUGLAS P. DUERR
ROBERT PLISHKA
ROBERT JAMES GREULICH
Phaedra Aruna Bachan
RENE ROBERT DELGROSSO
Li Pan
Amy Alice Marchitello
KEVIN PATRICK SAIA
REBECCA L NOVIN-CANNON
Alana Michele Collins
ELLIOTT STEPHEN COLLINS
RICHARD DENNIS EMMA
DENNIS OCONNOR
PATRICIA ANN MUHA
KIM STIRES
Haris Hot
Joseph Warren Policastro
STEPHEN ROBERT GALLI
DIANE FRANCES DE OLIVEIRA
RICHARD DENNIS BYANK
Jean Luc Choiniere
CHRIS JOHN PLECHY
KNUT LUNDBERG
LYNN MARIA LIASKOS
ROBERT ANDREW GUDE
JOHN PATRICK LEDERER
LAWRENCE JOSEPH MARCIANO
CHANG LEE
DANIEL J ANTOKAL
DANIEL JOHN MAZUREK
STEVEN MICHAEL KAMPSCHMIDT

Within 25 miles of Mountain Lks, NJ, Best Investors lists 544 registered investment advisory firms with 1,587 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 Lks

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