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Best financial advisors in W Paterson, NJ

Registered advisers within 25 miles of W Paterson, NJ.

Offices
5,582
Firms
3,262
Combined AUM
$59.7T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,721,653 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
CITIGROUP GLOBAL MARKETS INC.
CITIZENS SECURITIES, INC.
TD PRIVATE CLIENT WEALTH LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RETIREMENT WEALTH MANAGEMENT, LLC
BARON FINANCIAL GROUP LLC
SANTANDER SECURITIES LLC
KINGSBRIDGE ADVISORS, LLC
EQUITABLE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
LINCOLN INVESTMENT

Investors

KEVIN V OTSKEY
JOSEPH EDWARD ENGLER
JOHN WILLIAM DONNELLY
MICHAEL R. DIPIERNO
JORGE VERGARA
Alexander Carlos Mendoza
DOUGLAS A DREHWING
HAORONG HUANG
JOHN MICHAEL TRABUCCO
Daniel Pollak
JASMINE LAUREL BRITTON
VICTOR CEPEDA
NICOLE NICKERSON
RICHARD LOUIS POLO
RICHARD L POLO
VICTOR PAUL CANNILLO
Aryeh Dov Rogoff
JAMES JACOB SUAZO
Christos Kenneth Alevras
JAMES F MURPHY
NANCY SCORDO
Urszula Wierzgala
Darius Bagan
John Natale Russo
JAMES EDWARD PACILIO JR
PHILIP THOMAS FABRIZIO
SALVATORE THOMAS RESTIFO
MYRA LESLIE ROSENBLATT
DEAN KANTZOS
Cameo Rene Price

Within 25 miles of W Paterson, NJ, Best Investors lists 3,262 registered investment advisory firms with 5,582 offices nearby, managing about $59.7T in combined regulatory AUM across 4,721,653 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 W Paterson

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