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Best financial advisors in Princeton, NJ

Registered advisers within 25 miles of Princeton, NJ.

Offices
961
Firms
346
Combined AUM
$18.9T
Firm-wide filings, not assets booked only here
Clients
3.16M
3,157,304 clients when Item 5C has a number
Avg / client
$5.98M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
EKS ASSOCIATES
PRYSM CAPITAL, L.P.
ACORN ASSET MANAGEMENT LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TD PRIVATE CLIENT WEALTH LLC
CHP MANAGEMENT, INC. DBA CARDINAL PARTNERS
HALBERSTADT FINANCIAL CONSULTANTS INC
OMNIVEST GROUP LLC
LANDSEER ADVISORS LLC
SKY LIFE SCIENCES CAPITAL, LP
GIVERNY CAPITAL ADVISORS
ROUNDVIEW CAPITAL, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CITIZENS SECURITIES, INC.
HARMONY CAPITAL MANAGEMENT LP
SOSV INVESTMENTS LLC (F/K/A SOSVENTURES LLC)
PRINCETON GLOBAL ASSET MANAGEMENT LLC

Investors

LINDSAY TAYLOR BENNETT
CHINGTAI ANNIE HUNG
Jeffrey Paul Mattonelli
Joshua Hunter Salkin
HEENA D DHRUV
VIRAG G SHAH
JIMI BIPIN SHAH
KENNETH WILLIAM VAN LEEUWEN
JEFFREY C MOTE
MICHELE LISSETT GILLIGO
JAMES M STAPLETON
KELLY NILSEN
TUCKER MATTHEW BROWN
Iglika Dimitrova
VIRAL PATEL
NICHOLAS LUCIANO
ERIN EADS
SHANNON BURKE
DANIEL P BREMEN
AMANDA VIRELLA
CHRISTOPHER ULIANO
JORDAN JACKSON
Kevin Sweeney
Jeremiah Zev Walter
BARBARA JEAN CAVAGNARO
DAVID WALTER
DANIEL LEV WALTER
GERRIT FREDERIK BESSELAAR
Dan Liu
PATRICK JEAN LEGER
FRANCOIS ROCHON
ANDREW SHI-YI LIEU
STEPHEN KAI-JEN SHUEH
MATTHEW DOUGLAS WALLACK
Nicholas A Shelton
HOWARD TODD ALTER
FRAN BUCKLEY
JEFFREY DAVIDSON
SCOTT ERICKSON
Beverly Lifeng Roun
DUANE EVERETT LOVE
ROBERT G SPADAFORD
ERICA Susan BULLINGER
Paul A Lebowitz
Michael R Marsh
BRETT MICHAEL SHAVER
Matthew Jordan Selihar
TARA CONTI BANSAL
Joseph Thomas Schreiner
WILLIAM LOUIS KUFTA
MATTHEW DAVID GELFAND
DANIEL JOHN HANLEY
JOEL HEYMSFELD
PAUL JEFFREY GERARD
GEORGE BRAILSFORD WISLAR
JAMES ANTHONY KILCOMMONS
RICHARD MICHAEL MOSELEY
FRANCIS JOSEPH KEENE
JAMES A KILCOMMONS

Within 25 miles of Princeton, NJ, Best Investors lists 346 registered investment advisory firms with 961 offices nearby, managing about $18.9T in combined regulatory AUM across 3,157,304 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 Princeton

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 BLACKROCK FINANCIAL MANAGEMENT, INC 137 clients · 34 advisers $1.60T AUM 4 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 5 CAPTRUST 963 advisers $1.24T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM