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Best financial advisors in New Milford, NJ

Registered advisers within 25 miles of New Milford, NJ.

Offices
6,071
Firms
3,618
Combined AUM
$61.0T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,723,265 clients when Item 5C has a number
Avg / client
$12.9M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
SIERRA CREST INVESTMENT MANAGEMENT LLC
LAKEWOOD CAPITAL MANAGEMENT, LP
BC PARTNERS ADVISORS L.P.
MOUNT LOGAN MANAGEMENT
BC PARTNERS PE L.P.
BIOSPRING MANAGEMENT, LLC
INCLINE GLOBAL MANAGEMENT, LLC
MHR FUND MANAGEMENT LLC
TOCQUEVILLE ASSET MANAGEMENT LP
AEREF MANAGEMENT, LLC
LEE EQUITY PARTNERS, LLC
TWO CREEKS CAPITAL MANAGEMENT, LP
SILVERPEAK REAL ESTATE PARTNERS L.P.
ANDALUSIAN PRIVATE CAPITAL, LP
ANDALUSIAN CREDIT PARTNERS, LLC
GLENMONT CAPITAL MANAGMENT, LLC
DARSANA CAPITAL PARTNERS LP
HALLE CAPITAL MANAGEMENT LP
LIGHTYEAR CAPITAL LLC

Investors

Arraf Ahmed
Sean Flaherty
ROBERT T THORNE
BENNER ANTHONY ULRICH
NICHOLAS ALEXANDER STOCK
PAUL J KLEINSCHMIDT
John Richard Ores
LAWRENCE MICHAEL FIELDS
TSERING NGUDU
JAMES DALE HARVEY
HEATHER JACOBS PERLMUTTER
DONALD BROOKS WANG
MICHAEL LEWIS BERTASH
PETER DEWEY SHAWN
JAMES EDWARD HUNT
JOSHUA DOV KAUFTHAL
MICHAEL TED MELTZER
JOHN THEODORE ROCHFORD
MATTHEW JOHN CHERASHORE
GEORGE BIRMINGHAM MCAULIFFE
JOHN JAMES PETRIDES
PETER TISDALL OSTBERG
James Millar Maxwell
Rodman Wister Moorhead IV
PAUL ANTHONY LAMBERT
JOHN DENNIS DELAFIELD
DAVID TAYLOR HARRIS
NORMAN DOUGLAS ADAMS
ROBERT WILLIAM KLEINSCHMIDT
VINCENT SELLECCHIA
JOSEPH ANTHONY ZOCK
MICHAEL JOHN PATON
CHRISTOPHER EVANS MORPHY
NICHOLAS CARLOZZI
JOSEPH S PIROPATO

Within 25 miles of New Milford, NJ, Best Investors lists 3,618 registered investment advisory firms with 6,071 offices nearby, managing about $61.0T in combined regulatory AUM across 4,723,265 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 Milford

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

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T 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 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM