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

JACOBS LEVY EQUITY MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
ROBERT W. BAIRD & CO. INCORPORATED
LPL FINANCIAL LLC
OPPENHEIMER & CO. INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO INVESTMENT INSTITUTE, INC.
BERGAMOT ASSET MANAGEMENT LP
NEW YORK IVY CAPITAL MANAGEMENT LLC
IENGAGE ASSET MANAGEMENT LLC
ADVISORS ASSET MANAGEMENT, INC.
PORTFOLIO MEDICS, LLC
ONEDIGITAL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

KENNETH NEIL LEVY
BRUCE IRA JACOBS
PETER ISAAC LEHRER
CAMILLO ALFONSO MATTEUCCI
ARMANDO GENARO DIRIENZO
BRADLEY JOHN EICH
MICHAEL JAMES METZGER
RAKEMA LAWYELL WHITE
SCOTT L. CIRELLI
ANDREW J MANGANIELLO
NICHOLAS DANIEL CAMPANILE
JOSEPH EDWARD TROY
Jorge Manuel Da Silva
Paul John Soranno
Anel Kadiric
GLENN CARL KRAUSE
MARK DONALD DZAMBA
CHESTER FRANK MAKUCH
CHRISTOPHER MICHAEL GRELLA
ANTHONY MARINO
RICHARD ARAM AVDOYAN
ELIZABETH MARGARET GRINKEVICH
Christal R Generoso
J. RONALD LYNCH
MARY ANN GIAIMO
ROBERT JAMES BROWN
JEFFREY CHARLES ANDREWS
PETER ANTHONY SCOCCA
MICHAEL VINCENT SUSINI
LAWRENCE ROSATI
MARK ROBERT HURWITZ
SUSAN CHOINIERE BLOMSTER
JOSEPH JAY BANCHERI
RICHARD ROSATI
EDWIN EVERTS ANDREWS
SEAN GERARD DAVIS
THOMAS MICHAEL JESZECK
LOUIS V MAGLIARDITI
THOMAS JOSEPH DWYER
JANET LORRAINE ROBERTS
CHERYL ANNE BUSACCO
JAMES P MCKEON
JEFFREY TUCKER
DUANE J PERRY
JACLYN A BARRESI
LORAN F MEEHAN
JAMES M CARLO
THOMAS GORDON MCGEE
HARRY SCOTT NEUFELD
AMY GELO
GERIANN SIMOLDONI
BETH ANN WILHELMS
CHRISTINE MARIE ESPOSITO
REBECCA ELFREDA POWELL
William E Thomas
CHRISTOPHER L JEWELL
LYLE EVAN BECK
WILLIAM PATRICK COOLEY
DONALD THOMAS RUGGIERI
JOSEPH FOLLIARD PERDUE
JOHN ROBINSON BAKER
CHARLES WILLIAM DUDLEY
JOHN ELIOT PENN
THOMAS DWIGHT MILLER
WARREN JAY HARTZMAN
MITCHELL STEVEN WORK
STEVEN PAUL KLEIN
ROBERT FRANCIS CONROY
JOHN PAUL MCKENNA
ROBERT DeRIENZO
NANCY FAYE ANDERSON
ROBERT JOSEPH GATYAS
PAULO M GASPAR
Thomas P Fusco
ROBERT FRANCIS BROWNE
SCOTT WILLIAM RANDOLPH
MICHAEL GREGORY MOORE
MATTHEW SEAN OCONNOR
SARA ANNE KAZARIAN
CAROLIE WILDRICK JOHNSON
CARLTON WILLIAM JOHNSON
SERGIO IACOVITTI
TEDDY ANDREW LAFHARIS
ANDREW MINARD
TIMOTHY SCOTT DESANTIS
JOHN PATRICK WARD
JUSTIN MICHAEL GELBMAN
MATTHEW M CAREY
DANA MARIE DISERIO
PHILIP NORMAN ROTHMAN
MICHEAL CORCIONE
EVELYN RUBINSTEIN
ALAN B WOLLER
STEVEN MICHAEL MEKLER
JAMES BRYON BLADEL
LAWRENCE JAY RUBINSTEIN
JOHN DYER
GEORGE EDWARD RUSNAK
ANDY WING KEUNG WONG
CASSANDRA ENRIQUEZ-BALLO LALLY
Vijay Aluwalia
GUOZHENG TANG
Jiayi Li
SUZANNE LYNN FLETCHER
Kevin Raymond Zellers
ANDREW STUART ZIMMERMAN
GEORGE CORDELL EASTER
TIMOTHY JOHN STOKLOSA
BRANDON S HOYOS
Michael John Pfeiffer
DUSTIN MICHAEL ALLRED
Connor Alexander Huth
MARILEE FERONE
TAD SHAWN GEIMAN
GREGORY BRIAN CLARKIN
DEBRA BETH FELBERBAUM
Lucas Scott Lavin
GIACOMO GUARDAVACCARO
Kelli Rose Mesi
Kathryn Kettenhofen
GINA LYNNE ROGERS
German Hermosillo Diaz
Edward Aloyisius Koncel
JOSEPH JAMES BUONOCORE
CHARLES EDWARD SICKLES
Adrianne Stewart Potwora
James Joseph Dooling
Mark Andrew Barausky
MICHAEL L MEACHAM
Alan Ira Panzer
STEVEN GEOFFREY SCHWANEKAMP
James Joseph Barclay
MICHAEL STUART PETRUCELLI
JOSEPH A KENISTON
SHAWN BOYD SHEPHERD
MICHAEL VINCENT PUCCI
PETER JOSEPH CATALANO
FRANCESCO POGGI LEIGH
KENNETH J DOUGHERTY
DANIEL MARTIN SWALLOW
Jonathan Edward Boring
SHANE PATRICK BRENNAN
LISA MARY COBBAN
TOMER DANIEL YABROV
RICHARD SHANE JOHNSON
JOHN RICHARD DEVRIES
RYAN N DAHL
MATTHEW DANIEL WILKE
Daniel Joseph Iandoli
LARRY DWAYNE STONE
Jeffrey Paul Leone
Henry Carl Angelucci
Vasiliky Kyriacou Dionne
JAMES DAVID KAPLAN
WILLIAM HENRY DAMORA
Cameron Page Thompson
Leandro DaCosta
Alexander J Pritsker
BETH ANN THEIS
Randolph Adams
Clarence Terry Washington
Robyn Lynn Jensen
Erin Anne Madonna
CHRISTOPHER JOHN BORSUK
ALEXANDER CHARLES BORSUK
Gavin Duffy
MARK J KLEIN
SUSIE GOLDBERG
RICHARD LERNER
JASON HARRIS
ANDREW E DREISIGER
CHRISTINE JOAN TWILLMANN
CHRISTIAN COOPER
JACK WEGH
MICHAEL IRA SCHWARZBERG
NYKIA WHARTON
JOHN FRASER MCAULAY
JUDITH KASEN-WINDSOR
AARON KESSLER
MONTE EDWARDS
PATRICK MORRIS
MARGARET HEHER HILL
ANDREW BLACK
HARRISON LLOYD BAUMAN
ADAM JACOB GREENBAUM
MICHAEL MADDEN
CHAD ALPHANSO THOMAS
Eireni Girgis
RYAN DAVID JURIST
LEIGH EINHORN
ROCCO GALLO
JEFFREY GREEN
ZINA BARSOOM
DOUGLAS OSHER
GARY WAYNE
KAREN FERNANDINI
DAVID RAYMOND DROGON
JASON T. GOLDBERG
DANIEL MICHAEL ADLER
ADAM NICOT
JUSTIN TAYLOR
JOHN PATRICK O'MALLEY
JOHN BUELL FABER
JEFFREY KASSOWER
ROBERT JOHN MUHLEISEN
STEPHEN JURIST
MATTHEW TRUNDLE
Joshua Robert Seligson
ROBERT SCHRAMM
BRYAN DROWOS
ROBERT GREEN
ANDREW MARK WAYNE
KENNETH ROY NEMERY
PETER GOODRIDGE

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