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Best financial advisors in South Orange, NJ

Registered advisers within 25 miles of South Orange, NJ.

Offices
5,583
Firms
3,242
Combined AUM
$59.7T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,720,251 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NEW VERNON CAPITAL
CITIGROUP GLOBAL MARKETS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
AHARA ADVISORS
CETERA INVESTMENT ADVISERS LLC
STRATEGIC BLUEPRINT, LLC
PGIM INVESTMENTS LLC
LATERAL CAPITAL MANAGEMENT
DURACAPITAL
HENNION & WALSH ASSET MANAGEMENT, INC.
M.K. BYRNE & CO. LLC
CORE PLANNING
CHARLES SCHWAB & CO., INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
COHNREZNICK WEALTH MANAGEMENT LLC

Investors

Erika Hannah Zuluaga
SCOTT JAMES BORG
WILLIAM ANTHONY DIODATO
DANIEL WHITING BUCKLEY
JOHN ROSS
JOHN JOSEPH FRASER
Jed Glick
LINDA SUSAN KAZYAK
Jay M Patel
Aseem Garg
ANTHONY LAWRENCE HENRY
SALVATORE PICCIALLO
BENJAMIN ENVER ASKIN
RODERICK M CAROLAN
EMILY BETH WIRGIN
MICHAEL V DANIELS
NICHOLAS TYLER KAYAL
RICHARD FREDRICK PASIUK
JOHN VINCENT WALLACE
JOSEPH ISMAEL RODRIGUEZ
Cal Jason Smith
PATRICK MICHAEL STANTON
JUSTIN TAEJUN YOON
MATTHEW PAUL PANEK
FRANK MICHAEL IMBRIACO
VIJAY LEVENTHAL
CHRISTOPHER THOMAS RYAN
STEPHEN JAMES ZARUBNICKY
Kyle Ruff
Michael Spitaletta
Steven Louis Feliciano
Jonathan Luck Hyer
Dominick Andrew Maio
Jacob Patrick Walsh
STEPHEN GEORGE KOWALSKI
Robert Ionescu
Matthew Borden Wolcott
MAMODE ABDULLAH OOZEERALLY
RACHEL CABILTES LEVENTHAL
JOSHUA JAMES EDWARDS
BRIAN CHRISTOPHER RIEMAN
JOHN DIMITRIOUS TSOUKALAS
Christo Terzidis
SEAN MICHAEL LOGUE
JAMES STANLEY MACKENZIE
LAUREN CHRISTINE FRAHN
KYLE ANDREW JOYCE
THOMAS L PERKINS
TYLER EDWARD MITNICK
Jeffrey Howard Shornick
ZACHARY COLIN ARMSTRONG
STEPHEN K MENSAH JR
CHRISTOPHER RAY MASTRANGELO
DEVON C GRAHAM
THOMAS HARRISON
Nicholas G Giamarino
Thomas James Hennion
Isabella Ciresi
STEVEN JOSEPH COOK
WILLIAM HENNION
Michael Edward Rasmussen
EOIN PATRICK MONAHAN
PATRICK TIMOTHY WALSH
KEVIN DOUGLAS MAHN
James Pruskowski
GREGG HENRY HELLER
RICHARD PETER HVEEM
Eric Sean Hurrie
MARC S STRAFACI
SEAN J MCELDUFF
WILLIAM ANDREW WAINWRIGHT
HENRY JAMES SZAWLOWSKI
EDWARD MARTIN PETKA
STEPHANIE ANNE ROCHE
FRANK BRADY JR
ZACHARY WILLIAM WALSH
KUNAL H PATEL
BRIAN J PENDLETON
RYAN MATTHEW SCHOEFFIELD
Donald James Callahan
Justin Bischer
ALLEN CROSBY FASSETT
DAVID DARCANGELO
Justin Plante
JOSIANN STRAFACI
Javier A. Tovar
Sean Nieves
James Michael Freda
CHRISTOPHER MICHAEL CULLINA
MATTHEW KIERAN BYRNE
CLIFFORD ANDREW BROCKMANN
GWENDOLYN A CANONICO
MARY CATHERINE PASCARELLA
PATSY V CHIANCA
NICOLA DE PINTO
Brandon Hernandez
Jonathan Cooke
Kevin A. Voorhees
Tyler Evan Joshua Smith
Daniel Charles Marsh
Michael Pagan
Daisy Pearson
RYAN JAMES SMITH
Cassandra Frances Mascera
Gregory Joseph Yaksta
GHAZI NWEIRAN
SUSAN MARIE LANDRY
ZHENJIANG ALLAN GU
Frederick John Redmond
Polina Novozhilova
CHRISTINE MARIE RELYEA
NICHOLAS PONTORIERO

Within 25 miles of South Orange, NJ, Best Investors lists 3,242 registered investment advisory firms with 5,583 offices nearby, managing about $59.7T in combined regulatory AUM across 4,720,251 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 South Orange

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM