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Best financial advisors in North Bergen, NJ

Registered advisers within 25 miles of North Bergen, NJ.

Offices
6,090
Firms
3,445
Combined AUM
$60.0T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,723,304 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

RHONE GROUP L.L.C.
GOLDBERG LINDSAY & CO. LLC
THE RIVERSIDE COMPANY
WATCH HILL ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.
DAVIS SELECTED ADVISERS - NY, INC.
AMHERST CAPITAL MANAGEMENT LLC
NWI MANAGEMENT LP
SOUTH STREET ADVISORS, LLC
ELEMENTS HEALTH INVESTORS MANAGEMENT, LP
26NORTH DIRECT LENDING
MWP ADVISORY, LLC
CHICAGO ATLANTIC BDC ADVISERS, LLC
MAXIM CAPITAL GROUP, LLC
GIVERNY CAPITAL ASSET MANAGEMENT
MARKETS INFRASTRUCTURE PARTNERS

Investors

STEPHANIE ELIZABETH DEARMONT
CHRISTOPHER CAVILEER
NICHOLAS LOUIS JOHN WILLIAMS
Jacqueline Collins
VICTOR ALFREDO BROCCA
Mohamed Muntaz
David Speiser
Sofia T Manashirov
Virginia Chan
TARUN HASIJA
Michael L. Corcoran
Kyle Ackourey
Nathaniel LaGoy
JOSEPH PATRICK BECK
CHARLES P CHURCHILL
ANDRES E SALGADO
STEPHEN BATES OWEN
THOMAS CARHART
DAVID MARTIN POPPE

Within 25 miles of North Bergen, NJ, Best Investors lists 3,445 registered investment advisory firms with 6,090 offices nearby, managing about $60.0T in combined regulatory AUM across 4,723,304 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 North Bergen

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