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Best financial advisors in North Middletown, NJ

Registered advisers within 25 miles of North Middletown, NJ.

Offices
2,087
Firms
991
Combined AUM
$31.8T
Firm-wide filings, not assets booked only here
Clients
3.44M
3,435,548 clients when Item 5C has a number
Avg / client
$9.24M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WORLD INVESTMENT ADVISORS, LLC
EDWARD JONES
JOSEPH C. KELLY & ASSOCIATES, INC.
KESTRA ADVISORY SERVICES, LLC
PNC WEALTH MANAGEMENT LLC
UNIQUE FINANCIAL ADVISORS LLC
J.P. MORGAN SECURITIES LLC
SHREWSBURY RIVER CAPITAL LP
JANNEY MONTGOMERY SCOTT LLC
PRIVATE ADVISOR GROUP, LLC
A.G.P. / ALLIANCE GLOBAL PARTNERS
INTEGRATED WEALTH CONCEPTS LLC

Investors

Randolph Adams
VINCENT PHILIP PASSARIELLO
EUGENE MICHAEL GIORDANO
PETER LAWRENCE GRAHAM
PETER L GRAHAM
FRANK PAUL HELLRIEGEL
FREDERICK HALILI IGARTA
CHRISTOPHER MICHAEL BRIAMONTE
Michael S Guerrero
CHRISTOPHER R. CAMBURN
JOSEPH C KELLY
MICHAEL ANDREW VITKANSAS
Keith Woetzel
RICHARD FRANCIS BARBERI
VID PONNAPALLI
Maha Gannavaram
Dhvani Udani
PHYLLIS ANN BONGIORNO
CHRISTOPHER RUSSO
THOMAS FROTHINGHAM
ADAM SHANE BOGAN
JOSEPH HYMOWITZ
ROBERT JOHN BENNETT
KEVIN THOMAS CHAROS
MICHAEL HAROLD MROTZEK
GINA MAURICA KLETTER
Alfonso Rocco Saverino
RUSTAM NURHAN
Jonathan Morrell Moody
GARRY BALE
MATTHEW JON MASON
WOODROW WILSON WILLEY
ANTHONY ROMANO
Daniel Bodnar
SARAH PETER
NILOS THEODORE SAKELLARIOU
LAWRENCE THOMAS TULENKO
CRAIG RICHARD MARGOLIES
JAMES EDWARD PINZKER
Patricia Carroll Van Pelt
WILLIAM WELLS VAN PELT
Robert Neil Maxson
SARAH LOUISE GRAY
STEPHEN MICHAEL TOMKINS
SHAUN WOLCOTT

Within 25 miles of North Middletown, NJ, Best Investors lists 991 registered investment advisory firms with 2,087 offices nearby, managing about $31.8T in combined regulatory AUM across 3,435,548 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 Middletown

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

1 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 2 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 3 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 4 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 5 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 6 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 7 CAPTRUST 963 advisers $1.24T AUM 8 PGIM, INC. 2 clients · 5 advisers $1.13T AUM