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Best financial advisors in Woodcrest, NJ

Registered advisers within 25 miles of Woodcrest, NJ.

Offices
1,295
Firms
524
Combined AUM
$19.0T
Firm-wide filings, not assets booked only here
Clients
3.47M
3,474,433 clients when Item 5C has a number
Avg / client
$5.47M
Combined AUM ÷ clients

Nearby offices

Firms

COADJUTANT FINANCIAL PLANNING SERVICES
COPPELL ADVISORY SOLUTIONS LLC
WELLS FARGO CLEARING SERVICES, LLC
WEALTH MANAGEMENT ASSOCIATES, INC.
LPL FINANCIAL LLC
INTEGRITY ALLIANCE, LLC.
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PNC WEALTH MANAGEMENT LLC
MML INVESTORS SERVICES, LLC
J.P. MORGAN SECURITIES LLC
LEGACY INVESTMENT ADVISORS, LLC
CONCURRENT INVESTMENT ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
INTEGRATED WEALTH CONCEPTS LLC

Investors

MICHAEL PAUL MALL
DONNA SANTANGELO CLEVELAND
REAGAN IAN GOOLCHARAN
NATHAN GERALD BROWNING
KEVIN M MCVEIGH
MICHAEL SCOTT ROSEN
JOSEPH MICHAEL YOCAVITCH
NASIR HUSSAIN JAFFRY
JEREMY ETHAN KUPTSOW
Charlie James Winchock
ANDREW JACK COHEN
THOMAS VINCENT MARINO
Daniel Salvatore Reganata
Daniel Charles Lamb
Steven Ferrigno
JOSEPH ALAN GARAFANO
Raimondo Salvatore Feudale
JAMIL JACKSON
JOHN VARLEY IARUSSI
Paul F. Halbkram
Rajesh Patel
LOUIS ROBERT FEVRIN
HARVEY RICHARD DEKRAFFT
MITCHELL BRAD PINHEIRO
ALAN SCOTT COHEN
Chad Joseph McQueen
Keith Aaron Price
WALTER ZABUD FLETCHER
Benjamin Thomas Smith
PAUL DAVID LEVIN
JOHN AROMANDO
Robert Arlington Barger

Within 25 miles of Woodcrest, NJ, Best Investors lists 524 registered investment advisory firms with 1,295 offices nearby, managing about $19.0T in combined regulatory AUM across 3,474,433 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 Woodcrest

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