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Best financial advisors in White House Station, NJ

Registered advisers within 25 miles of White House Station, NJ.

Offices
1,046
Firms
392
Combined AUM
$18.7T
Firm-wide filings, not assets booked only here
Clients
3.26M
3,262,915 clients when Item 5C has a number
Avg / client
$5.75M
Combined AUM ÷ clients

Nearby offices

Firms

PARK AVENUE SECURITIES LLC
LPL FINANCIAL LLC
LIFTPOINT FAMILY WEALTH ADVISORS, LLC
MOUNTAIN TOP ADVISORY GROUP
TRIAD WEALTH PARTNERS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
ALLIANCE WEALTH MANAGEMENT GROUP, LLC
WILLIAM EDWARD DURNAN
TRANQUILLI FINANCIAL ADVISOR, LLC
COMMONWEALTH FINANCIAL NETWORK
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
FIRST PRINCIPLES INVESTMENT MANAGER LLC
VENTURE INVESTMENT ASSOCIATES

Investors

PAUL T VECCHIONE
STEPHEN CHARLES FRAZER
TIMOTHY BRIAN KENYON
EVAN J STEINFELD
TIMOTHY HANCE STARKEY
DAVID MARTIN ORASCHIN
CHRISTOPHER CULLEN YETTER
Matthew Michael D'Elia
Nastassia Victorovna Pogrebniak
CORY LEN GEARHART
Lino DeAngelis
THOMAS MCCABE
Johnathon Rosica
STEVEN EDWARD LINDEN
DESI JULIAN DIMAIO
LOUIS TRANQUILLI
Jenner Keyes Preston
Andrew Jake Convery
Joseph Christopher Scalzo
Henry Karl Scalzo
MICHELLE LYNN HEIDE
JOSEPH ARTHUR DISPENZA
Dustin Lindley
LEONARD MANCINI
THOMAS GILBERT FALLON
VINCENT T BONAVITA
Robert Joseph Lord
Kathleen Boyle
ELLEN L DOLLARD

Within 25 miles of White House Station, NJ, Best Investors lists 392 registered investment advisory firms with 1,046 offices nearby, managing about $18.7T in combined regulatory AUM across 3,262,915 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 White House Station

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 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM