Best financial advisors in Union, NJ

Registered advisers within 25 miles of Union, NJ.

Offices

5,524

Firms

3,225

Combined AUM

$59.6T

Firm-wide filings, not assets booked only here

Clients

4.72M

4,719,462 clients when Item 5C has a number

Avg / client

$12.6M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

4138 College Point Blvd Ste 1
Flushing, NY 11355

23.2 miles away

J.P. MORGAN SECURITIES LLC

40-28 COLLEGE POINT BLVD
FLUSHING, NY 11354

23.2 miles away

SYNDICATED CAPITAL, INC.

133-10 39th Avenue
Flushing, NY 11354

23.2 miles away

EQUITABLE ADVISORS, LLC

133-27 39TH AVE UNIT PHS
FLUSHING, NY 11354

23.2 miles away

LPL ENTERPRISE, LLC

12 LINCOLN BLVD SUITE 102
EMERSON, NJ 07630

23.2 miles away

MML INVESTORS SERVICES, LLC

119-22 101 AVENUE
RICHMOND HILLS, NY 11419

23.2 miles away

TD PRIVATE CLIENT WEALTH LLC

3221 Route 27
Franklin Park, NJ 08823

23.3 miles away

TRANSAMERICA FINANCIAL ADVISORS, LLC

37-20 PRINCE STREET SUITE 2A
FLUSHING, NY 11354

23.3 miles away

J.P. MORGAN SECURITIES LLC

103-48 LEFFERTS BLVD
RICHMOND HILL, NY 11419

23.3 miles away

TRANSAMERICA FINANCIAL ADVISORS, LLC

39-07 PRINCE ST. SUITE 6 A-8
FLUSHING, NY 11354

23.3 miles away

VALIC FINANCIAL ADVISORS, INC.

1000 WYCKOFF AVE 3RD FLOOR SUITE 313
MAHWAH, NJ 07430

23.3 miles away

VALIC FINANCIAL ADVISORS, INC.

1000 WYCKOFF AVE 3RD FLOOR SUITE 307
MAHWAH, NJ 07430

23.3 miles away

RONALD A. BARTLETT & ASSOCIATES, LTD

31-07 FARRINGTON ST. 2ND FLOOR
FLUSHING, NY 11354

23.4 miles away

J.P. MORGAN SECURITIES LLC

37-28 Main St
FLUSHING, NY 11354

23.4 miles away

EAGLE STRATEGIES LLC

39-02 MAIN STREET
FLUSHING, NY 11354-5402

23.4 miles away

HSBC SECURITIES (USA) INC.

39-10 MAIN ST.
FLUSHING, NY 11354

23.4 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

3912 MAIN ST
FLUSHING, NY 11354

23.4 miles away

CITIGROUP GLOBAL MARKETS INC.

CITI RETAIL BANKING 38-17 MAIN STREET
FLUSHING, NY 11354

23.4 miles away

TD PRIVATE CLIENT WEALTH LLC

38-19 Main Street
Flushing, NY 11354

23.4 miles away

J.P. MORGAN SECURITIES LLC

39-01 MAIN STREET
FLUSHING, NY 11354

23.4 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

J.P. MORGAN SECURITIES LLC

SYNDICATED CAPITAL, INC.

EQUITABLE ADVISORS, LLC

LPL ENTERPRISE, LLC

MML INVESTORS SERVICES, LLC

TD PRIVATE CLIENT WEALTH LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

VALIC FINANCIAL ADVISORS, INC.

RONALD A. BARTLETT & ASSOCIATES, LTD

EAGLE STRATEGIES LLC

HSBC SECURITIES (USA) INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

Investors

Julia Rong Cheng

LISA PENG MIAO YI WONG

PHILLIP SHETSEN

JOSE MANUEL MENDES

THOMAS JOHN DALTON

RAMNARINE RAMDHANI

Katrina C. Luca

LINGHSIANG HUANG

MICHAEL LAWRENCE GROFSICK

LAWRENCE DOMINIC PEREZ

RAELYNN A HARLACH

ANGELA PATRICIA FOLIT

RICHARD P GROFSICK

MICHAEL RICHARD GROFSICK

RONALD ANTHONY BARTLETT

CHOR SHING CHAN

Yunghua Michael Ma

JASON YIHUI LIN

Rebecca A Chang

Zichang Karen Liu

Within 25 miles of Union, NJ, Best Investors lists 3,225 registered investment advisory firms with 5,524 offices nearby, managing about $59.6T in combined regulatory AUM across 4,719,462 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 Union

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