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Best financial advisors in Somerset, NJ

Registered advisers within 25 miles of Somerset, NJ.

Offices
1,302
Firms
439
Combined AUM
$18.9T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,265,643 clients when Item 5C has a number
Avg / client
$5.80M
Combined AUM ÷ clients

Nearby offices

Firms

GAUR ASSET MANAGEMENT, INC.
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
AEM ASSET MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MT CAPITAL PARTNERS LLC
ALLSTATE FINANCIAL ADVISORS, LLC
OSAIC INSTITUTIONS, INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
J. W. COLE ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PNC WEALTH MANAGEMENT LLC
TD PRIVATE CLIENT WEALTH LLC

Investors

UMESH GAUR
TEJASWI SURESH PATEL
Evyavan Tejaswi Patel
RONIT BADLANI
Alma Garista
JUAN S ALZATE
ERIC JASON SCHWARTZ
David J. St. Louis
Rida Zubair
David Lamelle Haney
CRAIG ARTHUR MARQUARDT
RONALD ANDREW NAGY
ROBERT KENNETH BECKER
Frank Deluca
BINNI BIPIN SHAH
Yinan Xiao
MEIZHEN CHEN
CHARLES Y WANG
JUAN Yu
Lingyun Yang
OU XU
Haibo Liang
CHRISTOPHER LOUIS FOLEY
BRENDAN LOUIS FOLEY
ALAN EDWARD MOTT
WAYNE ROBERT SHOLK
KEVIN ALEXANDER GONZALEZ-JACQUEZ
JAY KYLE HEIDT
JORDAN JACKSON

Within 25 miles of Somerset, NJ, Best Investors lists 439 registered investment advisory firms with 1,302 offices nearby, managing about $18.9T in combined regulatory AUM across 3,265,643 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 Somerset

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