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Best financial advisors in Succasunna, NJ

Registered advisers within 25 miles of Succasunna, NJ.

Offices
996
Firms
339
Combined AUM
$17.8T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,261,734 clients when Item 5C has a number
Avg / client
$5.45M
Combined AUM ÷ clients

Nearby offices

Firms

STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CREATIVE FINANCIAL DESIGNS, INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
LPL ENTERPRISE, LLC
OMEGA CAPITAL MANAGEMENT, LLC
PRECISION FINANCIAL SERVICES
WELLS FARGO CLEARING SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
HIGH POINT WEALTH MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC
PERSONAL CFO SOLUTIONS LLC

Investors

Rouba Staufenberger
TED MICHAEL DAVIS
WILLIAM CLARKE MOYNIHAN
JAMES J FERRIE
HAROLD PERRY USZEROWICZ
MICHAEL JOSEPH STAUFENBERGER
MARTIN BENNO WELZMULLER
MICHAEL CHRISTOPHER STAUFENBERGER
SCOTT ANDREW BUCHANAN
DAVID OLIVER WRIGHT
MEREDITH ERIN WRIGHT
Daniel A Bolio
Alyson Elizabeth Whelan
RICHARD DAMBOLA
DANIEL BALLISTER
Michael David Hanley
Joseph D Bonadeo
Gavin Duffy
James Wilkes
JAMES PATRICK TRUMAN
KEITH ALAN SMITH
STEVEN M BEDELL
DAVID RYAN VOLLMER
Miguel Antonio Dajer-Rodriguez
DAVID MICHAEL GORMAN
ETHAN W KRAFT
MATTHEW DEREK LAFEVRE
STEVEN R HARDARDT
MARC STEPHEN ABRAMSON
GUILLERMO DANIEL AGUILAR HERNANDEZ
BRUCE DAVID JONES
MICHAEL BABYAK JR, II
FRANK PETER YANY
THARAKA MALINTHI RAMDEO
JAMES MICHAEL DEROSA
WILLIAM PARISI
Sarah Mohamed Amr Aly Mahrous
JOHN FRANCIS STUART
BRADFORD S GRUBY
MICHELLE ANN HYDE
BENJAMIN H. OSTROVE
JOHN FERNANDO VIEIRA
MARYANNE BOGUSH MITCHELL
PATRICK AUGUSTINE NOLAN
JUSTIN P FORIK
BRYAN PATRICK LANDADIO
MICHAEL JONAS KIRKLAND
CARLI SANDRA PICCOLELLA
KRISTIN SANGUINO
JOHN HIGGINS VII
Kaitlyn Smith

Within 25 miles of Succasunna, NJ, Best Investors lists 339 registered investment advisory firms with 996 offices nearby, managing about $17.8T in combined regulatory AUM across 3,261,734 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 Succasunna

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM