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Best financial advisors in Newton, NJ

Registered advisers within 25 miles of Newton, NJ.

Offices
230
Firms
90
Combined AUM
$11.6T
Firm-wide filings, not assets booked only here
Clients
1.79M
1,794,308 clients when Item 5C has a number
Avg / client
$6.49M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
ASCENT CAPITAL MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
PLAN2PROSPER LLC.
ONEASCENT FINANCIAL SERVICES LLC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
NEWEDGE ADVISORS
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
PNC WEALTH MANAGEMENT LLC

Investors

Terence Gerard Wynne
JACQUELINE OSBORNE
PANAGIOTIS TSILIOS
SUZANNE CECELIA TROIANO
NADIA EBANKS
VINCENT DOMINICK TROIANO
SURABHI SHARMA
Luis Ponce
PEGGY A. FARLEY
Joseph W Johnston
AUSTIN MICHEAL NEARY
Brian Christopher Schaaf
JARED E BAILEY
SCOTT Arthur MACKENZIE
Edwin Rafael Molina
STEPHEN TYLER INGALLS
ALBERT PATRICK LOSCO
AL ELNASSER
JESSE KOPELAKIS
SALVATORE DISPENZIERE
LOURDES D PRING
ENRICO ALFIO BREX
NURI GUNES
MICHAEL WERNER KELLER
EDMUND DAMIEN TSCHOPP
V CULLEN KEMPSON
MICHAEL STIEGLITZ
Christianne Erickson
Andrew Joseph Grant
JAMES J CARISTIA
DAVID HENDERSON
MICHAEL SWEENEY
GREGORY PATRICK NOLAN
Susan V. Walker-Gomez
HELEN SENGOR
MICHAEL SCOTT ORMOND

Within 25 miles of Newton, NJ, Best Investors lists 90 registered investment advisory firms with 230 offices nearby, managing about $11.6T in combined regulatory AUM across 1,794,308 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 Newton

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 CAPTRUST 963 advisers $1.24T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM