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Best financial advisors in Newtonville, NJ

Registered advisers within 25 miles of Newtonville, NJ.

Offices
270
Firms
113
Combined AUM
$11.8T
Firm-wide filings, not assets booked only here
Clients
2.62M
2,619,664 clients when Item 5C has a number
Avg / client
$4.51M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
WORLD INVESTMENT ADVISORS, LLC
EDWARD JONES
KINGSVIEW WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
RCM CAPITAL MANAGEMENT, L.L.C.
ALIGN ADVISOR GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LINCOLN INVESTMENT
LPL ENTERPRISE, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
PNC WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
COMMONWEALTH FINANCIAL NETWORK

Investors

PAUL THOMAS PRENDERGAST
SAMUEL JOHN RODIO
James Thomas Borda
James Chester Siwek
Benjamin John Ott
CHRISTOPHER ROBIN CICALESE
NICHOLAS STUART BERNHARDT
RYAN FRANCIS LOMANGINO
STUART MICHAEL COHEN
Daniel J Peretti
STEVEN JAY SCHIAVO
PATRICK WILLIAM MCGRORY
ERIN FELDMAN MENDEZ
Ian Klinger
RICHARD ANTHONY DEMARIA
JOHN JACOB SCARPINATO
ANDREY LETUSHKO
DOMINIC RUSSELL ROMANO
ANTHONY C ROMANO
BRETT WARREN BUONADONNA
Carol Ann Sumoski
GARY DANIEL DEVICCI
RICHARD D GENTILE
JOHN FITZGERALD
Douglas Edward Kramer

Within 25 miles of Newtonville, NJ, Best Investors lists 113 registered investment advisory firms with 270 offices nearby, managing about $11.8T in combined regulatory AUM across 2,619,664 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 Newtonville

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM