Best financial advisors in Waldwick, NJ

Registered advisers within 25 miles of Waldwick, NJ.

Offices

5,388

Firms

3,328

Combined AUM

$60.2T

Firm-wide filings, not assets booked only here

Clients

4.72M

4,722,003 clients when Item 5C has a number

Avg / client

$12.7M

Combined AUM ÷ clients

Nearby offices

RETIRABLE

900 Broadway, Suite 808
New York, NY 10003

20.3 miles away

PHOSPHORUS WEALTH ADVISORS INC

511 AVE OF THE AMERICAS, UNIT #923
NEW YORK, NY 10011

20.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

360 Chestnut St
Newark, NJ 07105

20.3 miles away

G. MARTIN MEYERS, P.C.

35 W. MAIN STREET, SUITE #106
DENVILLE, NJ 07834

20.3 miles away

COMMONWEALTH FINANCIAL NETWORK

The Malin-Flatiron 895 Broadway 4th Floor
NEW YORK, NY 10003

20.3 miles away

DOCKSIDE PLATFORMS

120 FIFTH AVENUE 11TH FLOOR
NEW YORK, NY 10011

20.3 miles away

DELOS CAPITAL MANAGEMENT, LP

120 FIFTH AVENUE THIRD FLOOR
NEW YORK, NY 10011

20.3 miles away

TRI LOCUM PARTNERS LP

287 PARK AVENUE SOUTH
NEW YORK, NY 10010

20.3 miles away

ABACUS EQUITY PARTNERS

287 PARK AVENUE SOUTH SUITE 531
NEW YORK, NY 10010

20.3 miles away

ALTURA CAPITAL PARTNERS LLC

287 PARK AVENUE SOUTH SUITE 630
NEW YORK CITY, NY 10010

20.3 miles away

ENCOURAGE CAPITAL MANAGEMENT, LLC

287 PARK AVENUE SOUTH SUITE 424
NEW YORK, NY 10010

20.3 miles away

COINFUND MANAGEMENT LLC

287 PARK AVE SOUTH SUITE 520
NEW YORK, NY 10010

20.3 miles away

PLACEHOLDER MANAGEMENT, LLC

101 5TH AVE #601
NEW YORK, NY 10003

20.3 miles away

VINE ONE VENTURES LP

101 FIFTH AVENUE 11TH FLOOR
NEW YORK, NY 10003

20.3 miles away

HALF MOON CAPITAL, LLC

12 FOREST PARK AVE
LARCHMONT, NY 10538

20.3 miles away

COHNREZNICK WEALTH MANAGEMENT LLC

14 SYLVAN WAY 3RD FLOOR
PARSIPPANY, NJ 07054

20.3 miles away

COHNREZNICK WEALTH MANAGEMENT LLC

14 SYLVAN WAY, 3RD FLOOR
PARSIPPANY, NJ 07054

20.3 miles away

CITIZENS SECURITIES, INC.

31-01 BROADWAY MS: NY385
ASTORIA, NY 11106

20.3 miles away

RH NV ADVISORS LLC

85 5TH AVENUE, 8TH FLOOR
NEW YORK, NY 10003-3019

20.3 miles away

TWELVE BELOW

85 5TH AVENUE 7TH FLOOR
NEW YORK, NY 10003

20.3 miles away

Firms

PHOSPHORUS WEALTH ADVISORS INC

STATE FARM INVESTMENT MANAGEMENT CORP.

G. MARTIN MEYERS, P.C.

COMMONWEALTH FINANCIAL NETWORK

DOCKSIDE PLATFORMS

DELOS CAPITAL MANAGEMENT, LP

TRI LOCUM PARTNERS LP

ABACUS EQUITY PARTNERS

ALTURA CAPITAL PARTNERS LLC

ENCOURAGE CAPITAL MANAGEMENT, LLC

COINFUND MANAGEMENT LLC

PLACEHOLDER MANAGEMENT, LLC

VINE ONE VENTURES LP

HALF MOON CAPITAL, LLC

COHNREZNICK WEALTH MANAGEMENT LLC

CITIZENS SECURITIES, INC.

RH NV ADVISORS LLC

Investors

Aleksandra H Szegda

Justin A Meyers

GARY MARTIN MEYERS

ALEXANDRA E LEVI

Ana Gabriela Stevenson

JOANANN BLAISE NATOLA

Lauren Sparks Fonacier

JENNIFER RENEE LAWRENCE

Ashley Brown-Bairos

JUAN NICOLAS ESPINOSA

THOMAS JAMES CAVALLO

Within 25 miles of Waldwick, NJ, Best Investors lists 3,328 registered investment advisory firms with 5,388 offices nearby, managing about $60.2T in combined regulatory AUM across 4,722,003 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 Waldwick

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