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Best financial advisors in Old Bridge, NJ

Registered advisers within 25 miles of Old Bridge, NJ.

Offices
1,415
Firms
461
Combined AUM
$18.3T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,158,083 clients when Item 5C has a number
Avg / client
$5.80M
Combined AUM ÷ clients

Nearby offices

Firms

AE WEALTH MANAGEMENT, LLC
STERN CAPITAL MANAGEMENT, INC.
J.P. MORGAN SECURITIES LLC
CHUISANO AND ALBERT, L.L.C.
TSG ALPHA PARTNERS, LLC
TEPLITZ FINANCIAL GROUP LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
EAGLE STRATEGIES LLC
TD PRIVATE CLIENT WEALTH LLC
INTEGRITY ADVISORY SOLUTIONS
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
NISMAN INVESTMENT SERVICES INC.
CETERA INVESTMENT ADVISERS LLC
ELLEN BINEN-MILBROD FINANCIAL SERVICES L.L.C.
SANTANDER SECURITIES LLC

Investors

Jake Kreppel
ALAN BRIAN STERN
LINDA ANTONELLI NISSEN
STUART MARK STERN
Robert John Pallitto
JOSEPH DOMINICK CHUISANO
LOUIS CUOMO
OMAR K ABURADI
Benito Raymond Buontempo
Patrick W French
LON CHARLES FACCINI
ANDREW CAPUTO SPAVENTA
ARI MENACHEM TEPLITZ
Remon Dawood
JOHN MARINELLI
Stacy Hoffman
Shabana Y Mosiello
Michael Avenoso
Adam David Rubin
ANTHONY Joseph XERRI
JOSEPH XERRI
ROBERT SCHERZER
CRAIG SCOTT HABER
RICHARD SCOTT LASKIN
Thomas J Morelli
Walter Rocco Kukowski
Amul G Sant
Andrew Joseph Bernal
Leandro DaCosta
Alexander J Pritsker
BETH ANN THEIS
Randolph Adams
Clarence Terry Washington
Alice M Lee
Nicholas A. Patti

Within 25 miles of Old Bridge, NJ, Best Investors lists 461 registered investment advisory firms with 1,415 offices nearby, managing about $18.3T in combined regulatory AUM across 3,158,083 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 Old Bridge

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM