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Best financial advisors in Rocky Hill, NJ

Registered advisers within 25 miles of Rocky Hill, NJ.

Offices
968
Firms
341
Combined AUM
$17.2T
Firm-wide filings, not assets booked only here
Clients
2.83M
2,833,874 clients when Item 5C has a number
Avg / client
$6.09M
Combined AUM ÷ clients

Nearby offices

Firms

PCB CAPITAL LLC
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
CETERA INVESTMENT ADVISERS LLC
HORNOR, TOWNSEND & KENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ARKADIOS WEALTH ADVISORS
STRATEGIC ADVISERS LLC
PRIVATE CLIENT SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
PARK AVENUE SECURITIES LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

Investors

Frank Alfredo Fernandez
PETER CARL BOMBARA
JOHN FRANCIS FORAN
DANIEL THOMAS FORAN
Ashwini Hublikar
CARLOS ANTONIO SOSA
Philip JEFFREY Calandra
CHRISTOPHER ROBERT IBRAHIM
ROBERT FAYEZ IBRAHIM
Thomas L Laporta
Jay Patadia
MARCO GONCALVES RITA
FRANCIS LUCASH
WILLIAM JOSEPH O'BRIEN
CHRISTOPHER LOUIS FOLEY
BRENDAN LOUIS FOLEY
Rohan C Somar Jr
CARLOS ALBERTO ESTEVES
THOMAS JOSEPH DZIUBEK
MELISSA FREDERICK
ERIC M BIRNBAUM
FREDERICK SYLVESTER
KRIS BARAN
KHUSHMEET BATTH
MELISSA TERRI SWAYNE
GUSTAVO MARTINEZ
LAMAR ROBINSON
HEDY ZAHRAN
MICHAEL HITTNER
MICHAEL VESPUCCI PAXSON
GIANFRANCO ALFIERI
RACHEL M. FOTI
JAMES A. BOYLE
JUDITH WOLK
ROBERT J. BUDZISZEWSKI
MARIELLE ALEJANDRA CASSUBHAI
ANTON D. CHECK
JOHN CICMANSKY
MATTHEW DUHAIME
SCOTT MICHAEL MCGILL
DANIELLE MROZEK
DOUGLAS L MOURIDY
KRISTIN N. BORGES
KELLI MARIE DIANA
ARJAY IGNACIO
DAVID P GIEGERICH JR.
SCOTT TOLOCHKO
JACK Patrick LELOIA
ROGELIO ESTEBAN CORTINA HERNANDEZ
MICHAEL ROBERT DUGAN
MICHAEL GEORGE DUGAN
ROBERT IOLA
BRIAN P DALY
ROBERT MICHAEL HARDGROVE
DANIEL B THURM
TIMOTHY PEDRERO
LUANDER WILLIAM MCCASKILL
JOSE M RAPOSO
PATRICIA LEE

Within 25 miles of Rocky Hill, NJ, Best Investors lists 341 registered investment advisory firms with 968 offices nearby, managing about $17.2T in combined regulatory AUM across 2,833,874 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 Rocky Hill

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