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Best financial advisors in Old Tappan, NJ

Registered advisers within 25 miles of Old Tappan, NJ.

Offices
5,742
Firms
3,613
Combined AUM
$61.5T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,723,224 clients when Item 5C has a number
Avg / client
$13.0M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
PNC WEALTH MANAGEMENT LLC
MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC.
LPL FINANCIAL LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
MODERA WEALTH MANAGEMENT, LLC
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
TD PRIVATE CLIENT WEALTH LLC
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
WELLS FARGO CLEARING SERVICES, LLC
WORLD INVESTMENT ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.

Investors

David Howard Borer
MARTIN HERBERT MELLMAN
ROY JOSEPH MASTRANGELO
JOSEPH EDWARD FAHERTY
MICHAEL NIGRIS
WILLIAM J SENZER
ROBERT JOSEPH CAPPADONA
THOMAS JOHN SANTUCCI
DENNIS B LACEY
MICHAEL JOHN PORRO
CHRISTOPHER JOHN DESPOSITO
GARY BRUCE MILLER
Carter J Spearry
MICHAEL BENJAMIN VECCHIONE
ROBERT ANTHONY TRIA
Stephen Lawrence Bollander
WILLIAM EMERSON HOUCK
ATHANASIOS KOLEFAS
HARLI LYNN PALME
LESLIE ANN YOUNG
CHAD EVANS FOSTER
BENJAMIN MATTHEW BLAKE
Kevin Javier Stewart
ERIN LYNN VILLAMIZAR
William Alexander Moir
JOSEPH NOLE
Jason Phillip Suway
PETER JAMES MCKENNA
ERIC MICHAEL SNEIDER
ROBERT JAMES DOWLING
ELIZABETH HURT CUNAGIN
GEORGE MICHAEL BAUGHMAN
PATRICK DENNIS RUNYEN
JEFFREY CHRISTOPHER BREWER
BRIAN SCOTT HJALMARSON
BRIAN K SCHIESS
Daniel J Humphrey
MOLLY HATTRICH RIMES
Henry Hagedorn
Jacob Prater
Julian Rutskin
Gabriela P Villar
Joshua Howard Marans
THOMAS ANTHONY ORECCHIO
ADAM JOSEPH LEONE
THOMAS WOOD AUSFAHL
KELLY ANN HENNING
JUSTIN CHARLES VIVIANO
ELIZABETH SAUNDERS BROZENA
Omar Patrick Parker
ANNA ELIZABETH BRUDER
Nicholas Vincent Di Palo
CHARLES PHILIP BOINSKE
Jonathan DeWayne Coggins
ROGER ALLEN JAMES
CHRISTINA ERIN SCHAPPERT
DOUGLAS WILLIAM BAZLEY
MEREDITH OTTERBEIN
MINDY LYNN CLEAVELAND NEIRA
Andrew Steven Cortese
Malinda Dornan
RICHARD ANDREW WIDICK
WILLIAM JAMES HUFNELL
DANIEL PATRICK CRIMMINS
NEAL ARTHUR NOLAN
SUZANNE REICHL MALIK
James Merle Brunner
Michaela Hope StClair
Carter Otey
Boone Wade Butler
Omar E Smith
KRISTEN LYDIA STONEHOUSE
Blake Jackson Willis
AARON D LIEBERMAN
LAURA HAMILTON NASCA
Lindsay Marie Garrahan
Teigyoku Springer
Connor Michael Crayne
MIROSLAV T POUEV
STEPHEN MATTHEW SULLIVAN
JEREMY A RUDD
CARMINE DEMAIO
RICHARD M HODGMAN
PHILLIP SHETSEN
Gordon Haas
JOSE MANUEL MENDES
THOMAS JOHN DALTON
MATTHEW STEVEN LASALA
KATELYN MAE KOUMBEM
ERIC LESLIE KOHLMEIER
ANTHONY JAMES WYSS
Michael Littmann
Joshua Maurizio Comune
VLADISLAV ZHERENOVSKY
Robert Joseph Castella
FRANK DOMINICK DEDIO
KARL STUART NELSON

Within 25 miles of Old Tappan, NJ, Best Investors lists 3,613 registered investment advisory firms with 5,742 offices nearby, managing about $61.5T in combined regulatory AUM across 4,723,224 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 Tappan

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