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Best financial advisors in Warren, NJ

Registered advisers within 25 miles of Warren, NJ.

Offices
1,441
Firms
485
Combined AUM
$20.4T
Firm-wide filings, not assets booked only here
Clients
3.27M
3,268,261 clients when Item 5C has a number
Avg / client
$6.24M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EXCEL CAPITAL MANAGEMENT CORP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
LINCOLN INVESTMENT
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
COVENANT ASSET MANAGEMENT, LLC
WELLS FARGO CLEARING SERVICES, LLC
AUGULIS FINANCIAL FIRM, L.L.C.
J.P. MORGAN SECURITIES LLC
KINTRA WEALTH, LLC
CITIZENS SECURITIES, INC.
SACKS & ASSOCIATES, LLC
MML INVESTORS SERVICES, LLC

Investors

Kevin Mitchell Reidinger
ROBERT OMER LATOUR
NINA MARIE BENTON
Ryan Michael Welsch
ROBERT B SHAPIRO
YASH NIPHADKAR
PRADEEP VISHWANATH NIPHADKAR
PETER BRUNO
MICHAEL J MCCARTHY
Lawrence Solomayer
DENNIS OCONNOR
PATRICIA ANN MUHA
JASON MICHAEL SPRUNG
MICHAEL JEROME KOTARSKI
GREGORY JAMES MARSH
ALFONSO GIALANELLA
FRED JARAMILLO
ANTHONY P CURCIO
MARK SEAN RODRICK
PETER DEGIRALAMO
KIM STIRES
RICHARD DENNIS EMMA
Richard A Boyle
Krina Kapadia
SIDDHARTH MISRA
Brett A Locker
THOMAS DAVID COOPER
DOUGLAS EGIL MOLSTAD
STEPHEN CRAIG LOCKER
GAUTAM MISRA
MARTIN MERCURIO
RAE YOUNG KIM
HYUNJIN HONG
RICHARD GERARD LEWIS
Trevor Musum
KEVIN H O BRIEN
HUBERT FRANCIS OBRIEN
Isabelle N Hu
DANIEL JUDE CONNOLLY
SAMI WAHID
MICHAEL GERARD HURLEY
DOMENICO DIMAIO
ALAN LOUIS AUGULIS
Karyu Amy Chou
DAVID ANTHONY KLICS
Andre Jude Bakhos
JENICA LYN ROFFINA
Jake Schermerhorn
Connor J Barbella-Roesler
Vincent Angelo DiGeronimo
WILLIAM JOSEPH WINTERS
Sean William Jago
EDGAR GIOVANNI LARA
JAIME DAE YOUNG
NEIL JAY SACKS
RICHARD FRIAGLIA
DENNIS JAMES QUINN
HARRY MC ENNIS HARRIS
Mark J Reisman
Joshua Leski
Kaden William Pickering
MICHAEL VESUVIO
JEFFREY PAUL DURR
HEMAL N PARIKH
Paul Andrew Tompkin
Michael LaCosta
WILLIAM JOHN KOSTECKI
Justin Winkelman
Rekha Trivedi
Christina Zoppi
WILLIAM BERNARD HERTERICH
CHARLES COOK SCHROEDER
YIN LONG
YI QIN
EAMON FRANCIS GIBBONS
Adel Al-Aali
Robert David Jacobs

Within 25 miles of Warren, NJ, Best Investors lists 485 registered investment advisory firms with 1,441 offices nearby, managing about $20.4T in combined regulatory AUM across 3,268,261 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 Warren

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 PGIM, INC. 2 clients · 5 advisers $1.13T AUM 6 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 7 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 8 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM