Top Financial Advisors in Morristown, New Jersey
Finding the right financial advisor in Morristown is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Morristown, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Morristown, NJ.
Find the Best Financial Advisor Firms in Morristown:
PRIVATE ADVISOR GROUP, LLC
CRD#: 155216
Address: 65 Madison Avenue, Suite 300, Morristown, NJ 07960
Clients: 94,640
Average Clients per Advisor: 135
AUM: $ 25.6B
REGENTATLANTIC
CRD#: 105995
Address: 60 Columbia Road Building A Suite 300, Morristown, NJ 07960
Clients: 592
Average Clients per Advisor: 13
AUM: $ 6.2B
SIMON QUICK ADVISORS, LLC
CRD#: 132330
Address: 360 Mt. Kemble Ave, Morristown, NJ 07960
Clients: 226
Average Clients per Advisor: 8
AUM: $ 5.1B
BEACON TRUST
CRD#: 226547
Address: 163 Madison Avenue, Morristown, NJ 07960
Clients: 817
Average Clients per Advisor: 19
AUM: $ 3.5B
MCRAE CAPITAL MANAGEMENT INC.
CRD#: 104567
Address: 230 Madison Avenue, Morristown, NJ 07960
AUM: $ 585M
RED HOOK MANAGEMENT
CRD#: 148237
Address: 65 Madison Avenue Suite 230, Morristown, NJ 07960
Clients: 41
Average Clients per Advisor: 20
AUM: $ 421M
How We Chose the Top Financial Advisors in Morristown, New Jersey
To create this list of top financial advisor firms in Morristown, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Morristown has to offer.
Search Financial Advisors in Morristown, New Jersey
Jonathan Buck Bruschi
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Michael Richard Georgino
Registered Affiliation(s):IC ADVISORY SERVICES, INC.
Robert Francis Hartnett
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Alan Jay Levine
Registered Affiliation(s):LPL FINANCIAL LLC
James Gerard Spanarkel
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Rosemarie Siefert Dios
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Lori Reisman Sackler
Registered Affiliation(s):MORGAN STANLEY
Peter Thomas Shalvoy
Registered Affiliation(s):CETERA INVESTMENT ADVISERS LLC
Clifford Michaels
Registered Affiliation(s):INSTITUTIONAL INVESTMENT ADVISORS CORP
Mitchell Aaron Fine
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Rhonda Lynn Weinman
Registered Affiliation(s):RAYMOND JAMES & ASSOCIATES, INC.
Glenn Edward Stephenson
Registered Affiliation(s):IBEX WEALTH ADVISORS, LLC
Michael Francis Giaccone
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Steven Beasley
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Alan Jacobson
Registered Affiliation(s):MORGAN STANLEY
Debra Lynn Schatzki
Registered Affiliation(s):BPP WEALTH SOLUTIONS, LLC
David Michael Briegs
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Paul Nicholas Donas
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Nancy Louise Carroll
Registered Affiliation(s):MORGAN STANLEY
John Mcnamara Egan
Registered Affiliation(s):HIGHTOWER ADVISORS, LLC
Lisa A Morrison
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Marjorie Santoliquido
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Michael Daniel Margarites
Registered Affiliation(s):OPPENHEIMER & CO. INC.
Edwin Everts Andrews
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
