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Best financial advisors in Pennsauken, NJ

Registered advisers within 25 miles of Pennsauken, NJ.

Offices
1,629
Firms
648
Combined AUM
$21.8T
Firm-wide filings, not assets booked only here
Clients
3.49M
3,494,086 clients when Item 5C has a number
Avg / client
$6.24M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
FINANCIAL PLANNING SERVICES
COMMONWEALTH FINANCIAL NETWORK
TD PRIVATE CLIENT WEALTH LLC
THE BENCHMARK GROUP RIA SERVICES, LLC
BONFRISCO WEALTH MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EDELMAN FINANCIAL ENGINES
CETERA INVESTMENT ADVISERS LLC
PENN CAPITAL MANAGEMENT COMPANY, LLC
MK3 WEALTH LLC
OSAIC WEALTH, INC.
DOLCINI CAPITAL MANAGEMENT
MERCER GLOBAL ADVISORS INC.
ALTITUDE CAPITAL MANAGEMENT LLC
LPL ENTERPRISE, LLC
NPA ASSET MANAGEMENT, LLC

Investors

BELINDA WIAFE
RICHARD HERBERT WEIDNER
DANIEL JAMES WEIDNER
ADAMANTIOS Julian MORAITIS
NABIHA FAUZAN KHAN
DEAN MICHAEL SPEAR
MICHAEL BONFRISCO
JUSTIN DWYER
MICHAEL R AHRENS
CAROL LUPO
CHRISTOPHER GEORGE WERNER
ROHI B BATRA
Craig Joseph Turner
CHRISTOPHER EMILIO CROSBY
RICHARD ALAN HOCKER
Kiersten Montenero
MATTHEW SCOTT MONTENERO
STEVEN RICHARD OGORMAN
Dean Colin Howe
JOSEPH MICHAEL CHECCHIO
JAMIL JACKSON
DANIEL ANTHONY DOLCINI
BRIAN MICHAEL PICARIELLO
ANDRE OBRIAN HARRIELAL
CHRISTIAN Joseph FAINO
DARNELL S. HEGARTY
JOHN SCOTT COSTA

Within 25 miles of Pennsauken, NJ, Best Investors lists 648 registered investment advisory firms with 1,629 offices nearby, managing about $21.8T in combined regulatory AUM across 3,494,086 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 Pennsauken

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM