Best financial advisors in Northvale, NJ

Registered advisers within 25 miles of Northvale, NJ.

Offices

5,778

Firms

3,631

Combined AUM

$61.5T

Firm-wide filings, not assets booked only here

Clients

4.72M

4,721,351 clients when Item 5C has a number

Avg / client

$13.0M

Combined AUM ÷ clients

Nearby offices

INTEGRATED WEALTH CONCEPTS LLC

1 KINGS HIGHWAY
TAPPAN, NY 10983

LPL FINANCIAL LLC

1 DEWOLF ROAD, SUITE 206
OLD TAPPAN, NJ 07675

MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC.

180 OLD TAPPAN RD BLDG #5 FL 1
OLD TAPPAN, NJ 07675-7052

OSAIC WEALTH, INC.

183 Old Tappan Road
Old Tappan, NJ 07675

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

211 OLD TAPPAN RD
OLD TAPPAN, NJ 07675

WORLD INVESTMENT ADVISORS, LLC

294 HARRINGTON AVENUE SUITE 5
CLOSTERS, NJ 07624

OSAIC INSTITUTIONS, INC.

175 Homans Ave
Closter, NJ 07642

REPEX INVESTMENT MANAGEMENT CO., INC.

550 DURIE AVENUE
CLOSTER, NJ 07624-0577

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

15 VERVALEN ST
CLOSTER, NJ 07624

J.P. MORGAN SECURITIES LLC

17 Vervalen St
Closter, NJ 07624

J.P. MORGAN SECURITIES LLC

333 ROUTE 303
ORANGEBURG, NY 10962

J.P. MORGAN SECURITIES LLC

333 Route 303, Floor 01
Orangeburg, NY 10962

LPL FINANCIAL LLC

375 ROUTE 303
ORANGEBURG, NY 10962

LPL ENTERPRISE, LLC

60 DUTCH HILL RD STE 6 SUITE 6
ORANGEBURG, NY 10962

LPL FINANCIAL LLC

527 PIERMONT AVE
PIERMONT, NY 10968

CITIGROUP GLOBAL MARKETS INC.

CWM Retail, Sales 65 Main Street
Hastings On Hudson, NY 10706

CETERA INVESTMENT ADVISERS LLC

84 MAIN STREET
DOBBS FERRY, NY 10522

PNC WEALTH MANAGEMENT LLC

422 OLD HOOK ROAD
EMERSON, NJ 07630

J.P. MORGAN SECURITIES LLC

12 ASHFORD AVENUE
DOBBS FERRY, NY 10522

MA ASSET MANAGEMENT, LLC

3 WEST MAIN STREET SUITE 301
IRVINGTON, NY 10533

Firms

INTEGRATED WEALTH CONCEPTS LLC

LPL FINANCIAL LLC

MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC.

OSAIC WEALTH, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WORLD INVESTMENT ADVISORS, LLC

OSAIC INSTITUTIONS, INC.

REPEX INVESTMENT MANAGEMENT CO., INC.

J.P. MORGAN SECURITIES LLC

LPL ENTERPRISE, LLC

CITIGROUP GLOBAL MARKETS INC.

CETERA INVESTMENT ADVISERS LLC

PNC WEALTH MANAGEMENT LLC

MA ASSET MANAGEMENT, LLC

Investors

MICHAEL SAL GUARNIERI

GARY BRUCE MILLER

MICHAEL JOHN PORRO

CHRISTOPHER JOHN DESPOSITO

MARTIN HERBERT MELLMAN

ROY JOSEPH MASTRANGELO

JOSEPH EDWARD FAHERTY

WILLIAM J SENZER

ROBERT JOSEPH CAPPADONA

THOMAS JOHN SANTUCCI

David Howard Borer

ANTHONY JAMES WYSS

DAVID MICHAEL SOKOLOWER

DOUGLAS MARK SOKOLOWER

Dominic Meliado

ELLIOT J BERENS

Sean Tyler Martin

THOMAS MARTIN WYNNE

Elaine D Mosqueda

John G Schumacher

THOMAS FRANCIS AGNEW

Wesley Erik Smith

CAITLIN MARY KAHABKA

ROYAN RAMKISSOON

MARK WALTER LINDBERG

Within 25 miles of Northvale, NJ, Best Investors lists 3,631 registered investment advisory firms with 5,778 offices nearby, managing about $61.5T in combined regulatory AUM across 4,721,351 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 Northvale

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