Best Investors Account Sign in

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

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MFG INVESTMENTS, LLC
CETERA INVESTMENT ADVISERS LLC
FAMILY WEALTH PARTNERS LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
TOTAL ALIGNMENT WEALTH ADVISORS, LLC
WELLS FARGO CLEARING SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES & ASSOCIATES, INC.
OPPENHEIMER & CO. INC.
LPL FINANCIAL LLC
COMPREHENSIVE INVESTMENT MANAGEMENT, LLC
ATLAS
TD PRIVATE CLIENT WEALTH LLC
COMMONWEALTH FINANCIAL NETWORK
ALVIN CLAY FINANCIAL ADVISORS, LLC
INDEPENDENCE ASSET ADVISORS, LLC
MAINLINE INVESTMENT ADVISERS, LLC

Investors

SCOTT OWEN BOMBECK
BRIAN PATRICK HOGUET
BRADLEY HOWARD DENN
Kevin Kerwin Kennedy
Austin Carlson Kennedy
WALLACE JOSEPH KENNEDY
STEPHEN RODGER COOPER
Tylor Alexander Love
MARK ANTHONY FINELLI
Jack M Paolini
Collin George Bill
WILLIAM LEONARD LAFFERTY
BENJAMIN TODD MELONE
EMMANUEL ALADE
HENRY C NACE
AMY E BAKER
RYAN SACKS
PAUL STEPHEN BAKER
STEVEN JAMES DEPAUL
ELENA GOSHEVA KOSTOVA
KRISTIN JONES
Francis Xavier Blust
HILARY SEABROOK BLUST
CHRISTINE DIANE PEDRICK
ERIN ANN CRESKO
SUSAN CRIST
Christopher John Jud
Eliza Jane McDevitt
Grace Loveland
DANIEL COLLETTE JONES
DANIELLE R. PAGE
EDWIN R MCDEVITT
GEORGE M SCHWARTZ
JEFFREY WOLF MARGOLIES
KARIM REZQUI
ERIK JOHN HANHAUSER
ROBERT J DARIES
PAUL DAVID KELLER
E MATTHEW STEINBERG
WILLIAM STODDARD VALENTINE
ROBERT C LINK
CHARLES LEWIS HILLIS
JAMES E MARCONIS
MICHAEL CHRISTOPHER DICKSTEIN
MARK D ABBONIZIO
DUANE DOMINIC CABRERA
JOHN ALAN HANHAUSER
MELISSA HAUA
PATRICK KEVIN MCFADDEN
STELLA MA DESANTIS
DAWN M EHRET
ROBERT EDWARD TERNOSKY
STEPHEN GIRONTA
BATIA PRAIZNER
ERIC DAVID GARTLAND
PETER PAUL REMBALSKY
BRYAN DAVID ROBERTS
FIELDING SCOTT MILLER
TODD DANIEL LINDEMUTH
Robert Anthony Breitner
DONALD EDWARD JONES
Cody Ryan Terrion
David Robert Zimmerman
LANCE WARREN RULTENBERG
ALVIN ABRAHAM CLAY
PAUL KENNETH KINGSTON
RICHARD E BOROWY
KATIE ELIZABETH KEARNS
MARY STAMM DALY
WILLIAM ALAN LANDMAN
DAVID ANDREW CLAPPER

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