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Best financial advisors in Rancocas, NJ

Registered advisers within 25 miles of Rancocas, NJ.

Offices
1,320
Firms
515
Combined AUM
$20.1T
Firm-wide filings, not assets booked only here
Clients
3.30M
3,302,190 clients when Item 5C has a number
Avg / client
$6.08M
Combined AUM ÷ clients

Nearby offices

Firms

PARK AVENUE SECURITIES LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
HADDONFIELD FINANCIAL PLANNING LLC
PNC WEALTH MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FINANCIAL COMPASS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
INTEGRATED WEALTH CONCEPTS LLC
WEALTH MANAGEMENT ASSOCIATES, INC.
CRA FINANCIAL SERVICES, L.L.C.
WROUGHT FINANCIAL PLANNING
THE ASCENT GROUP, LLC
INTEGRITY ADVISORY SOLUTIONS
PFS INVESTMENTS INC.
HADDON WEALTH MANAGEMENT, LLC

Investors

CHRISTOPHER M DEYOUNG
DANA K SMITH
BARRETT BOYCHUCK QUIGLEY
JOSEPH ANTONIO VEIGA
MARTIN CHRISTOPHER SINCLAIR
RACHEL CATHERINE ALLISON
ADAM VAN VOORHIS PUFF
Darin Reid Brockman
PAVAN V WUNNAVA
MARC SHENKER
Ameya A Naik
Samuel James Maxey
FRANK MIGNONI
JULIE ANN MCNULTY
KEVIN THOMAS MCCAULEY
MEAGHAN FORD MCLAUGHLIN
MICHAEL ARTHUR MCLAUGHLIN
RYAN EDWARD FLYNN
LANCE AARON LEIMBERG
PAUL COLEMAN KOENIG
PHILIP N RANALLI
JOSEPH MCCAFFREY
JEFFREY WILBUR HILLIARD
ROBERT THOMAS MARTIN
Andrew Ross Mastro
STEVEN M PAOLINI
Robert P Huntington
ALAN JOHN CHAPMAN
Carl Ahrens Price
MICHAEL FRANCIS BECKETT
DAVID RICHARD BROWN
MARK C SPINA
THOMAS ANTHONY BRENNAN
TOBIAS JOHN TILLEMANS
GREGORY MATLACK HART

Within 25 miles of Rancocas, NJ, Best Investors lists 515 registered investment advisory firms with 1,320 offices nearby, managing about $20.1T in combined regulatory AUM across 3,302,190 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 Rancocas

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