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Best financial advisors in Windsor, NJ

Registered advisers within 25 miles of Windsor, NJ.

Offices
775
Firms
270
Combined AUM
$15.1T
Firm-wide filings, not assets booked only here
Clients
2.83M
2,828,344 clients when Item 5C has a number
Avg / client
$5.33M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
WELLS FARGO CLEARING SERVICES, LLC
EAGLE STRATEGIES LLC
PANDOLFO CAPITAL, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
STIFEL CAPITAL MANAGEMENT, LLC
INTEGROUS WEALTH STRATEGIES
PFS INVESTMENTS INC.
PACKERLAND BROKERAGE SERVICES, INC.

Investors

Duhan Malali
Scott Christopher Bernstiel
WILLIAM JOSEPH MURPHY
DAVID J SCAFA
PARESH B PATEL
EDWARD WILLIAM GUERIN
KARAN MURUGESU
PETER CHARLES PANDOLFO JR
Joseph Julius Bublewicz
AIGY GENE HASEGAWA
Tyrone David Robinson
Paul Anthony Simonetti
DANIEL WAYNE DEROSE
JOHN POCCESCHI
MICHAEL JOSEPH SMITH
DAVID LAWRENCE BAILIN
JUSTIN WILLIAM RICE
IAN MINDAS
TEVIN GIBSON
ANDREW TOMASKO
Chunhua Xin
Jack Peter Wildman
R. MICHAEL BRAENDER
Kyle Braender
Benjamin Travis Siewert
CARLOS ALBERTO ESTEVES
Jason S. Handwerger
RUCHI RAO RANGARAJU

Within 25 miles of Windsor, NJ, Best Investors lists 270 registered investment advisory firms with 775 offices nearby, managing about $15.1T in combined regulatory AUM across 2,828,344 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 Windsor

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 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM