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Best financial advisors in Woodstown, NJ

Registered advisers within 25 miles of Woodstown, NJ.

Offices
750
Firms
330
Combined AUM
$16.4T
Firm-wide filings, not assets booked only here
Clients
2.92M
2,923,976 clients when Item 5C has a number
Avg / client
$5.60M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
EAGLE WEALTH STRATEGIES
VICTORY WEALTH PARTNERS
TD PRIVATE CLIENT WEALTH LLC
SPC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
HFM INVESTMENT ADVISORS, LLC
HFM INVESTMENT ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
3.0 FUND MANAGEMENT

Investors

ANDREW SCOTT FRANK
Jason John Coleman
Tyler Joseph Kadlec
JOSEPH DONALD FRANK
JOHN DERMOT DEMPSEY
DAVID SCOTT WEISS
William Holt McAllister
Benjamin Bryan Diaz
Sandra Lyn Strudwick
NEAL GRANT PIERCE
Lawrence D. Brown
JESSICA LYNN ORTEGA
MELISSA LYNN PHILLIPS
STEFFANIE ANN LERCH
Christopher Thomas Tully
Ryan E Miller
DAVID STEVEN KOEHLER
Erin Marie Fago
Charles William Scogna
PAUL JOSEPH TULLY
Andrew Johnston
ASHLEY RENEE ROSSER
HOWARD ROY VERFAILLIE
DANIEL JUDE KIEFER
Holly Vassaras
WILLIAM LISTER MASTEN
MICHELE LUGIANO
GEOFFREY J PASSEHL
MARK DAVID HASENAUER
CATHERINE B. ALLEN-CARLOZO
Tyler Anthony Reedman
Brett Herron
JASON FRANCIS GABRIELI
Andrew D Barnhardt
Joseph Gaspari
MICHAEL PAUL PALLOZZI
Alexander John DiPietro
William Rice
JOHN JOSEPH DIPIETRO
CHARLES CLINTON LEONARD
PATRICK ANTHONY DAGOSTINO
Anthony M Alfe
DIANE SUSAN TAYLOR
RUSSELL ANTHONY KUCHERA
SUSAN JUDITH BRUCE

Within 25 miles of Woodstown, NJ, Best Investors lists 330 registered investment advisory firms with 750 offices nearby, managing about $16.4T in combined regulatory AUM across 2,923,976 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 Woodstown

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