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Best financial advisors in Trenton, NJ

Registered advisers within 25 miles of Trenton, NJ.

Offices
985
Firms
354
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
3.15M
3,150,906 clients when Item 5C has a number
Avg / client
$5.58M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WELLS FARGO CLEARING SERVICES, LLC
SWEETGUM LABORATORIES LLC
RMR WEALTH MANAGEMENT
SANTANDER SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
CORDATUS WEALTH MANAGEMENT LLC
LPL ENTERPRISE, LLC
FORTIS CAPITAL ADVISORS, LLC
AETERNITAS INVESTMENT MANAGEMENT, LLC
THE ESTATE PLANNERS GROUP
HAMILTON ASSET ADVISERS
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

EDWARD WILLIAM ADAMS
JEFFREY SCOTT SAWYER
Robert Eugene Scalzetti
MAGNITA KLUVITSE
MARK THOMAS OLSZAK
THOMAS JOSEPH OLSZAK
JOSEPH CHARLES MAIDA
JOHN BARANAUSKAS
RICHARD THOMAS TATTORY
Patrick Antonio Aitcheson
Lilly Chen Peng
KARL THOMAS CRYTSER
Avery Dysart
MARK VINCENT FORKTUS
SEAN PATRICK GOGOLA
Michele Lee Later
JASON JOHN BASS
KENNETH BRIAN DYSART
STEPHEN JACK SCACCETTI
ISAAC KEIL
CHRISTINE MARY AHEARN
JOSEPH RUSSELL WEIDENBURNER
GEORGE P BOYLE
Jeffrey Michael Loesser
Matthew Scott Carpenter
Christopher David Loesser
Kevin Peter Yorgensen
DAVID WAYNE LOESSER
MICHAEL RAYMOND SULLIVAN
Stephan James Giffin
CARTY LOUIS GIFFIN
KURT EDWARD SAKOWSKI

Within 25 miles of Trenton, NJ, Best Investors lists 354 registered investment advisory firms with 985 offices nearby, managing about $17.6T in combined regulatory AUM across 3,150,906 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 Trenton

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