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Best financial advisors in Wharton, NJ

Registered advisers within 25 miles of Wharton, NJ.

Offices
1,005
Firms
344
Combined AUM
$17.9T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,264,492 clients when Item 5C has a number
Avg / client
$5.49M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
PRECISION FINANCIAL SERVICES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL ENTERPRISE, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
WELLS FARGO CLEARING SERVICES, LLC
SANTANDER SECURITIES LLC
CREATIVE FINANCIAL DESIGNS, INC.
EAGLE STRATEGIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

DENNIS MARK PROFACA
DAVID RYAN VOLLMER
Miguel Antonio Dajer-Rodriguez
DAVID MICHAEL GORMAN
ETHAN W KRAFT
MATTHEW DEREK LAFEVRE
STEVEN R HARDARDT
MARC STEPHEN ABRAMSON
GUILLERMO DANIEL AGUILAR HERNANDEZ
BRUCE DAVID JONES
MICHAEL BABYAK JR, II
Leonardo Urena Guzman
Julian CorreaEstrada
CRAIG ALLEN STIX
PAMELA KAREN SUTTON
James Wilkes
Joseph D Bonadeo
CHARLES FRANK HERBISON
MARCO ANTONIO BOBADILLA
Carl Anthony Frank Libert
Michael T Hazen
JAMES PATRICK TRUMAN
WILLIAM PARISI
RICHARD DAMBOLA
DANIEL BALLISTER
Michael David Hanley
Gavin Duffy
TERRY ANTHONY JAMES
Haris Hot
ADAM GREGORY DORFMAN
MITCHELL JOSEPH DORFMAN

Within 25 miles of Wharton, NJ, Best Investors lists 344 registered investment advisory firms with 1,005 offices nearby, managing about $17.9T in combined regulatory AUM across 3,264,492 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 Wharton

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM