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Best financial advisors in Pennington, NJ

Registered advisers within 25 miles of Pennington, NJ.

Offices
910
Firms
317
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
2.83M
2,831,258 clients when Item 5C has a number
Avg / client
$6.08M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
1-800-401K PLAN.COM, LLC
PALANTE WEALTH ADVISORS, LLC
THE AMERIFLEX GROUP
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
FALCONE INVESTMENTS LLC
SAX WEALTH ADVISORS, LLC
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
WEINGARTEN ASSOCIATES, L.L.C.
COMMONWEALTH FINANCIAL NETWORK
CONSTANTIA CAPITAL LLC
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC

Investors

CHRISTOPHER JOHN BORSUK
ALEXANDER CHARLES BORSUK
JEFFREY EVAN GROSS
MICHAEL FURST
VICTOR JUAN MEDINA
David J Glassman
CHRISTINA ANNE NASH
JODI MARIE VIAUD
Michael Donato
ELIZABETH SCAFA
MICHAEL RICHARD DIEKMANN
Matthew J. Greiner
Jonathan Shen
MICHAEL JAMES DELEHANTY
BRIAN RAY SEIGFRIED
MATTHEW GODFROY
MARYANNE BOHLINGER
MICHAEL ROY PARIS
MATTHEW CHRISTOPHER RIZZO
PHILLIP FINE
HARVEY JUSTIN FRAM
EVASIO ROSALES CAGANDE
SIMMERPAL KAUR BAINS
HARPREET SINGH MANGAT
PAUL THOMAS BURCHER
HYDER NIHAL AGHA
DANIEL WILLIAM CLIFFORD
KARAMJEET SINGH MANGAT
JEFFREY JON FERRY
MICHAEL PHILIP HADERER
Victor Ladolcetta
MATTHEW RAYMOND DENARDO
KA'NEDA NASHA BULLOCK
Lilly Chen Peng
ANDREAS HESS

Within 25 miles of Pennington, NJ, Best Investors lists 317 registered investment advisory firms with 910 offices nearby, managing about $17.2T in combined regulatory AUM across 2,831,258 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 Pennington

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