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Best financial advisors in Newark, NY

Registered advisers within 25 miles of Newark, NY.

Offices
323
Firms
136
Combined AUM
$14.6T
Firm-wide filings, not assets booked only here
Clients
2.92M
2,923,210 clients when Item 5C has a number
Avg / client
$5.00M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
O'HAVER WEALTH MANAGEMENT, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EAGLE STRATEGIES LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
THRIVENT INVESTMENT MANAGEMENT INC.
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
ARKADIOS WEALTH ADVISORS

Investors

DEVON CALDWELL LITTLEFIELD
BRUCE WILLIAM BOWMAN
Marc Kreuser
JOSEPH TAYLOR O'HAVER
MICHELE RENE WILCK
MARY ELIZABETH ROBERTSON
CHRISTOPHER LEE SANTELLI
JOHN BRIAN MCCARTHY
Brian T Sisson
Sean M Nellis
Jonathan Edward Wordingham
PASQUALE REALE
ANNA MARIE GARDNER
MARKUS STRAUSS
Adam Jeffrey Casper
Joseph Theodore Amoddio
Reagan Mangos
AMY SARA FORSLIND KANE
JASON GERALD SWARTLEY
DAVID RICHARD STALKER
THOMAS WAYNE KINGSLEY
TIMOTHY JON VEAZEY
Ryan Martin
DAVID J DERADDO
Donald Paul Rayburn
Jason Michael Mosher

Within 25 miles of Newark, NY, Best Investors lists 136 registered investment advisory firms with 323 offices nearby, managing about $14.6T in combined regulatory AUM across 2,923,210 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 Newark

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM