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Best financial advisors in New Jersey, NJ

Registered advisers within 25 miles of New Jersey, NJ.

Offices
4
Firms
4
Combined AUM
$1.06T
Firm-wide filings, not assets booked only here
Clients
18.3K
18,323 clients when Item 5C has a number
Avg / client
$58.0M
Combined AUM ÷ clients

Nearby offices

Firms

ADVICE ONLY
NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST
SAX WEALTH ADVISORS, LLC
UBS FINANCIAL SERVICES INC.

Investors

MICHAEL W HART
Tyler Michael Kubrak
JENNIFER E LEONG
Kevin Bachalis

Within 25 miles of New Jersey, NJ, Best Investors lists 4 registered investment advisory firms with 4 offices nearby, managing about $1.06T in combined regulatory AUM across 18,323 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 Jersey

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 2 NOMURA INVESTMENT MANAGEMENT BUSINESS TRUST 19 clients · 54 advisers $144B AUM 3 SAX WEALTH ADVISORS, LLC 59 clients · 49 advisers $3.60B AUM