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Best financial advisors in New Brunswick, NJ

Registered advisers within 25 miles of New Brunswick, NJ.

Offices
1,495
Firms
505
Combined AUM
$20.5T
Firm-wide filings, not assets booked only here
Clients
3.18M
3,178,962 clients when Item 5C has a number
Avg / client
$6.43M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PARK AVENUE SECURITIES LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SCHORPP CAPITAL MANAGEMENT
CETERA INVESTMENT ADVISERS LLC
PARKVIEW CAPITAL MANAGEMENT
PRIVATE ADVISOR GROUP, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WORLD INVESTMENT ADVISORS, LLC
OSAIC INSTITUTIONS, INC.

Investors

MARY ANNE LAFERRIERE
DANIEL B THURM
TIMOTHY PEDRERO
LUANDER WILLIAM MCCASKILL
JOSE M RAPOSO
PATRICIA LEE
EUGENE HAN JIN PAK
MARK JOHN DUBEL
Michael Cohen
ANTHONY SALVATORE D'ANGELO
KEVIN ALEXANDER GONZALEZ-JACQUEZ
DOUGLAS JAMES SCHORPP
WAYNE D SCHORPP
CHARBEL ELIAS OJEIL
JERROLD GARY TRUB
Jonathan David Caplan
Joseph Zev Caplan
JOSELITO AQUINO
Michael C Ciorlian
WAYNE ROBERT SHOLK
Michael W Nulty
Thomas L Laporta
CHRISTOPHER LOUIS FOLEY
BRENDAN LOUIS FOLEY
Frank Deluca
David Lamelle Haney

Within 25 miles of New Brunswick, NJ, Best Investors lists 505 registered investment advisory firms with 1,495 offices nearby, managing about $20.5T in combined regulatory AUM across 3,178,962 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 New Brunswick

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 PGIM, INC. 2 clients · 5 advisers $1.13T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM