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Best financial advisors in Roosevelt, NJ

Registered advisers within 25 miles of Roosevelt, NJ.

Offices
1,014
Firms
354
Combined AUM
$15.5T
Firm-wide filings, not assets booked only here
Clients
3.14M
3,144,459 clients when Item 5C has a number
Avg / client
$4.94M
Combined AUM ÷ clients

Nearby offices

Firms

BANKERS LIFE ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WEALTH QUARTERBACK LLC
FINANCIAL FUTURES
SEA CLEAR FINANCIAL PLANNING, LLC
OSAIC WEALTH, INC.
JERSEY SHORE FINANCIAL ADVISORS LLC
MML INVESTORS SERVICES, LLC
MT CAPITAL PARTNERS LLC
RAYMOND JAMES & ASSOCIATES, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
PERSONAL FINANCIAL SOLUTIONS, LLC

Investors

Mary Elizabeth O'Hern
DAVID J SCHIMPF
KILEY SHEA HAWS
EILENE BECK
VALERIE SUSAN OZER
ROCHELLE ILANA BECK
ANNE FELICIA HOLDERRIED
Patrick Sheehan
MATTHEW J MAHON
Anthony Caldarise
Yaakov Z Krumbein
CHARLES LEO SERGEWICK
Tracy A Junquet
BRIAN MICHAEL GAZIA
DANIEL JOSEPH STIZZA
MARK LOEVINGER
BENJAMIN EDWARD KAPLOWITZ
Christopher Santopietro
Fred Edward Peters
Jonathan Panigel
Amy R Haig
Lawrence P Cagliostro
GARY M CLAWSON
Michael Rodriguez
CHRISTIAN BEACH
Christopher Alan Carbone
CHRISTOPHER ALAN CARBONE
Albert W Kobular
HELEN IRENE EGLENTOWICZ
Ben Zion Blumenfeld
JOSH ADAM JALINSKI
CHRISTOPHER WILLIAM MEYER
Brandon Charles Bowens
PAUL WILLIAM MURPHY
Felicia Marie Greenwald
JORIE BARNETT JOHNSON
KAYE LOUISE FISKE
KELLY LYNN TRAGESER
NEIL KRIEGSTEIN
DAVID M SHAVE
MATTHEW ANTHONY DELPRIORE
STEPHEN FRANCIS COCCO
REGINA YELICA SHERMAN
MARK DAVID KRANZ
BRUCE KENNEDY
MATTHEW MARTIN WALTER
JOHN JOSEPH CARACAPPA
EVAN ROBERT BLOOMBERG
TINA MARIE CILURSO
GUSTAV ALBERT FINGADO
Ronald Patrick Crudo
ANTHONY CHARLES ROSSO
SEAN THOMAS KEATING
LESLIE K CURRAN
PAYOSHA NATASHA GAUSE
LAURIE MULLER
GREGORY DANIEL BERTAGNA
SCOTT ROBERT MCGIMPSEY
RHONDA APRIL WIND
PETER FRANCIS PABON
FILLIP GERSHON
DAVID MATHEW WREN
DEBORAH LYNN PRIVETERA
Mark R Aumack
Shaun Ahern
Hunter Joseph Gutierrez
BRIAN MICHAEL FULLMAN
Nicholas Alfred Gargiulo

Within 25 miles of Roosevelt, NJ, Best Investors lists 354 registered investment advisory firms with 1,014 offices nearby, managing about $15.5T in combined regulatory AUM across 3,144,459 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 Roosevelt

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM