Best Investors Account Sign in

Best financial advisors in Williamstown, NJ

Registered advisers within 25 miles of Williamstown, NJ.

Offices
581
Firms
252
Combined AUM
$16.4T
Firm-wide filings, not assets booked only here
Clients
3.23M
3,233,168 clients when Item 5C has a number
Avg / client
$5.08M
Combined AUM ÷ clients

Nearby offices

Firms

PNC WEALTH MANAGEMENT LLC
TD PRIVATE CLIENT WEALTH LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
EDWARD JONES
CITIZENS SECURITIES, INC.
WORLD INVESTMENT ADVISORS, LLC
TOTAL ALIGNMENT WEALTH ADVISORS, LLC
ROCKCREST FINANCIAL LLC
FINANCIAL PLANNING PROFESSIONALS, INC.
CHESAPEAKE CAPITAL MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
KINGSVIEW WEALTH MANAGEMENT, LLC
RCM CAPITAL MANAGEMENT, L.L.C.
HFM INVESTMENT ADVISORS, LLC
HFM INVESTMENT ADVISORS, INC.

Investors

JOHN JACOB SCARPINATO
Douglas Gorecki
EDINSON CRUZADO
Dustin B Pfaff
Julia Elizabeth Marino
HOWARD RICHARD MATTSON
PAUL THOMAS PRENDERGAST
David Debreceni
Beka Kervalishvili
DAVID AARON LACHOWICZ
Collin George Bill
WILLIAM LEONARD LAFFERTY
Aiden Thomas Boorstein
STEVEN ALAN BOORSTEIN
EDWARD JOSEPH HARRINGTON
JAMES JOSEPH BURKEITT
John Bernard Roeckel
RONALD GOLDBERG
Benjamin John Ott
SAMUEL JOHN RODIO
James Thomas Borda
James Chester Siwek
CHRISTOPHER ROBIN CICALESE
CATHERINE B. ALLEN-CARLOZO
Tyler Anthony Reedman
Brett Herron
JASON FRANCIS GABRIELI
Andrew D Barnhardt
Joseph Gaspari
MICHAEL PAUL PALLOZZI

Within 25 miles of Williamstown, NJ, Best Investors lists 252 registered investment advisory firms with 581 offices nearby, managing about $16.4T in combined regulatory AUM across 3,233,168 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 Williamstown

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM 8 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM