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Best financial advisors in Willingboro, NJ

Registered advisers within 25 miles of Willingboro, NJ.

Offices
1,408
Firms
543
Combined AUM
$20.4T
Firm-wide filings, not assets booked only here
Clients
3.47M
3,473,660 clients when Item 5C has a number
Avg / client
$5.88M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
ANCHORED FINANCIAL PLANNING LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ATLAS
SIMPLICITY WEALTH
ALLSTATE FINANCIAL ADVISORS, LLC
KESTRA ADVISORY SERVICES, LLC
PARK AVENUE SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC
DILLON CAPITAL MANAGEMENT
WEINGARTEN ASSOCIATES, L.L.C.
INDEPENDENCE ASSET ADVISORS, LLC
MAINLINE INVESTMENT ADVISERS, LLC
MERION REALTY ADVISERS, LLC
BIRCH CREEK CAPITAL, LLC
CW ADVISORS, LLC

Investors

BENJAMIN TODD MELONE
EMMANUEL ALADE
Robert John Stahler
Paul Bechtelheimer
Lauren Elizabeth Cosgrove
Jason Reeves
Cody Ryan Terrion
CHRISTOPHER JOHN LESTER
KEITH BRANDON LESTER
HURONG LOU
DIANE LYNNE BOEN
DANIEL PATRICK ANDERSON
MATTHEW D PURZYCKI
ELIZABETH SCAFA
MICHAEL RICHARD DIEKMANN
Mark Ziegler
EVASIO ROSALES CAGANDE
SIMMERPAL KAUR BAINS
HARPREET SINGH MANGAT
PAUL THOMAS BURCHER
HYDER NIHAL AGHA
DANIEL WILLIAM CLIFFORD
KARAMJEET SINGH MANGAT
GEOFFREY JOSEPH DEASEY
CHRISTIAN M NOYES
GEORGE FRANCIS FOLEY
Jay Woojae Kang
KATIE ELIZABETH KEARNS
MARY STAMM DALY
WILLIAM ALAN LANDMAN
DAVID ANDREW CLAPPER
TYLER WILLIAM WYNN
LOREN L MCDOUGALL
JUSTIN STEVEN HOROWITZ
Richard Ernest Milburn

Within 25 miles of Willingboro, NJ, Best Investors lists 543 registered investment advisory firms with 1,408 offices nearby, managing about $20.4T in combined regulatory AUM across 3,473,660 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 Willingboro

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