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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

AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
FORTIS GROUP ADVISORS LLC
NIGIDO MULLIN INVESTMENT STRATEGIES, LLC
LPL FINANCIAL LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
INVESTMENT CAPITAL ADVISORS
WOLF FOREST INVESTMENT MANAGEMENT, LLC
MJM FINANCIAL ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TD PRIVATE CLIENT WEALTH LLC
CARY STREET PARTNERS
PNC WEALTH MANAGEMENT LLC
J. W. COLE ADVISORS, INC.

Investors

MICHELLE LYNN HEIDE
Dustin Lindley
MICHAEL GEORGE KOCH
SUSAN MULLIN
ROBERT SALVATORE MULE
RYAN FORD QUILLEN
CHRISTOPHER LOUIS FOLEY
BRENDAN LOUIS FOLEY
ANTHONY EDWARD LOCASCIO
MICHAEL JOHN MAYE
MICHAEL JAMES STEVENS
Mayra J Schropp
INGA BEKAREVA
GREGORY RAYMOND STELNICK
David Lamelle Haney
JORDAN JACKSON
Caitlin B DeGroat
Andrew Massey
Nicolette Sophia Stallone
RICHARD S. SPINNER
MICHAEL CLAUDE PROVINE
AMY D MACISAAC
Steven Perry Adwar
John Richard Farrell
Kyle Saul
MIKE SCOTT SAUL
DAVID JOSEPH COTTAM
TODD ENGMANN
JAY KYLE HEIDT
ALAN EDWARD MOTT
Justin Theodore Hughes
Anthony G Molfino

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