Best Investors Account Sign in

Best financial advisors in Somerville, NJ

Registered advisers within 25 miles of Somerville, NJ.

Offices
1,142
Firms
405
Combined AUM
$18.7T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,262,997 clients when Item 5C has a number
Avg / client
$5.75M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
OSAIC WEALTH, INC.
OSAIC INSTITUTIONS, INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
STRATEGIC ADVISERS LLC
AMD WEALTH MANAGEMENT LLC
EDWARD JONES
PRIVATE CLIENT SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
PARK AVENUE SECURITIES LLC
ARKADIOS WEALTH ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

CHRISTOPHER ANTHONY FERRONE
ROSARIO GRECO
MICHAEL GREGORIO NATALE
MARISSA MARIE GRECO
DAVID PHILIP NADER
BRIAN CHRISTOPHER KARL
THOMAS LEONARD DOMINKO
PURNIMA MAHINDRAKAR
BARRY ALLAN FRIEDSON
Kyle Kaiser
EARL AKSEL PEDERSEN
JASON RICHARD NEWCOMB
RONALD JOHN GARUTTI
RUSSELL CHARLES SMITH
VINCENT MISEO
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
ANDREW DONOGHUE
Richard John Albanese
MICHAEL ROBERT DUGAN
MICHAEL GEORGE DUGAN
ROBERT IOLA
BRIAN P DALY
ROBERT MICHAEL HARDGROVE
KE MINH DAO
JAMIE EDWARD FANG
Veranika A Khamianok
John Charles Von Nessen
MEREDITH MICHELE VERGARA
Mark L Spedaliere
CHERYL M WITTE
CHRISTOPHER EARLE ASHTON
Joshua Cohen
Maria G Christodoulou
Marc ALAN Ferrari
GREGORY ROBERT KIZELEVICH
Gregory P Burke
Ling YANG
TIMOTHY KANE MCGOWAN
J Edward Murphy
Lisa A Morrison
JOEL STUART TAYLOR
VINCENT MINUTILLO
David MICHAEL Briegs
Robert Beylickjian
VINNY M GURNANI
SAMUEL SANTIAGO
FRANCY PAOLA RUIZ
Rebecca Termotto Hayevy
Karen Anne Ostarticki
DAVID JOSEPH STUTO
LOUIS FERRARO
CHUNYEN WANG
N SEAN LONGO
Jonathan P Langley
JACK DESTEFANO
STEVEN PARENTE
MOHAMAD HALABI
JONATHAN W BROSNAN
KELLEY A MACK
ALEXANDER Hunter RADCLIFFE
Catherine M Coleman
KYLE PAUL KOST
Sophia Katarina Stuart-Rockefeller
William Ianni
Christine Benson
Luis Gerardo Zamora
Jonya Langley
James Patrick Vellanti
ANDREW JOHN KOWITSKI
ELIZABETH CORONATO
ZEESHAN ALI MIR
Elliott M Kugel
DEBRA L SHIPPS
ROBERT STEPHEN KORLESKY
JAMES HENRY MCCABE
MARK ERIK ERIKSON
Emily Schmidt
HASNAIN MIR
VICTOR D MONTAS
ANGELA ROMANO-COSGRAVE
Shiekh Saif Uddin
JAYSON ROBERT DOWD
AGNE MIR
COLIN SULLIVAN
ROCCO FIATO
AUSTIN LAURENCE JOYAL
MICHAEL VECCHIA
Daniel M Reno
Brandon Myers
Michael Turchi
Frank A Hayn
Mark A. Livingston
KATHLEEN CASE JOYAL
Connor Michael O'Reilly
Paul Raker
MARGARET RUTH MCCLAIN
Anthony Carmen Ruscetta
Michael Albergo
Taylor Dean Boorse

Within 25 miles of Somerville, NJ, Best Investors lists 405 registered investment advisory firms with 1,142 offices nearby, managing about $18.7T in combined regulatory AUM across 3,262,997 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 Somerville

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