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Best financial advisors in Westmont, NJ

Registered advisers within 25 miles of Westmont, NJ.

Offices
1,582
Firms
638
Combined AUM
$21.8T
Firm-wide filings, not assets booked only here
Clients
3.49M
3,492,965 clients when Item 5C has a number
Avg / client
$6.24M
Combined AUM ÷ clients

Nearby offices

Firms

OPPENHEIMER & CO. INC.
WELLS FARGO CLEARING SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
WEALTH MANAGEMENT ASSOCIATES, INC.
PNC WEALTH MANAGEMENT LLC
AMERITAS ADVISORY SERVICES, LLC
J.P. MORGAN SECURITIES LLC
HADDONFIELD FINANCIAL PLANNING LLC
LPL FINANCIAL LLC
REGAL INVESTMENT ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
INTEGRATED WEALTH CONCEPTS LLC
DOLCINI CAPITAL MANAGEMENT
MERCER GLOBAL ADVISORS INC.
ALTITUDE CAPITAL MANAGEMENT LLC

Investors

KRISTIN W MARINIS
PAUL MARINIS
PAUL S CLEMENTE
MICHAEL JEVIC
BRIAN JOSEPH WALSH
GERALD MICHAEL JEVIC
DAVID HUNTER ROBB
ERIC DAVID GARTLAND
BATIA PRAIZNER
ANTHONY A PELL
STEVEN PHILIP AUERFELD
ROBERT JOHN RISO
ANTOINE RAFEEL STEWART
RODNEY DEACON RISO
TYLER WILLIAM RICHARDS
KEVIN THOMAS MCCAULEY
Emil Rotaeche
PHILIP N RANALLI
PAVAN V WUNNAVA
MARC SHENKER
ERIC MICHAEL CIARELLI
MARK CIARELLI
Robert Marasa
Matthew Sheehan Domin
JILLIAN POLANCO
RACHEL CATHERINE ALLISON
ADAM VAN VOORHIS PUFF
Darin Reid Brockman
MEAGHAN FORD MCLAUGHLIN
MICHAEL ARTHUR MCLAUGHLIN
MATTEO PETRILLO
LOUIS RALPH PETRILLO
MARTIN CHRISTOPHER SINCLAIR
DANA K SMITH
BARRETT BOYCHUCK QUIGLEY
ADAMANTIOS Julian MORAITIS
RYAN EDWARD FLYNN
LANCE AARON LEIMBERG
PAUL COLEMAN KOENIG
DANIEL ANTHONY DOLCINI
BRIAN MICHAEL PICARIELLO
ANDRE OBRIAN HARRIELAL

Within 25 miles of Westmont, NJ, Best Investors lists 638 registered investment advisory firms with 1,582 offices nearby, managing about $21.8T in combined regulatory AUM across 3,492,965 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 Westmont

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM