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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

TEPP WEALTH MANAGEMENT
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
MERIT FINANCIAL ADVISORS
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CITIZENS SECURITIES, INC.
DUKE AND DUKE WEALTH MANAGEMENT LLC
PRIVATE ADVISOR GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
ETHOS FINANCIAL GROUP, LLC
DSC FINANCIAL ADVISORS, LTD.
LPL FINANCIAL LLC
PASCO INVESTMENT ADVISORS INC
OSAIC WEALTH, INC.

Investors

DAVID LEE TEPP
Sarah Lynne Kovalakides
MARIA GARYFALLOS
GANDOLFO TARAVELLA
Brian Thompson Russell
Joanna M. Pellecchia
Austin Mayhew
Jeffrey McMahon
Jesteffer Annichiarico
Emma B. Hallett
ARLENE ARMANDO
THOMAS HUTCHINSON ELA
MARK FREDERICK SWINGLE
DANIEL M. SONG
Christopher James Stapleton
CHRISTOPHER JOSEPH DEVINE
RUSSELL GERARD RABADEAU
LAUREN RABADEAU BOLLINGER
GERARD RUSSELL RABADEAU
KUNAL SHARMA
DAMIAN KERRY REILLY
GERALD CRAIG REISS
Andrew C Reiss
PHILLIP ALBERT LORENZON
JESSE SVEN DANIELSON
DAVID MORRISON
Ryan Thomas Kelly
WILLIAM ANGELO
RAYMOND JOSEPH ANGELO
WILLIAM M ANGELO
GREGORY E BRUNO
Philip JEFFREY Calandra
Alan Walter Tennant
Antonio Betancourt
WILLIAM JOSEPH SIFER
Prescilla Ting-Murphy
MICHAEL BONACCORSO
DOUGLAS HARRY CHAPMAN
PETER ANTHONY SANTORIELLO
STANLEY MICHAEL ROBBINS
WILLIAM JAY NORBERG

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