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
Earle Winston Allen
Registered Affiliation(s):CAPTRUST
William John Geraghty
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Taharka Kenneth Farrell
Registered Affiliation(s):J.P. MORGAN SECURITIES LLC
David Brett Horowitz
Registered Affiliation(s):WELLS FARGO CLEARING SERVICES, LLC
Arthur Flores
Registered Affiliation(s):FLORES WEALTH PLANNING, LLC
Daniel Joseph Parrott
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Bryan Scot Nunberg
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Tucker Matthew Brown
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Andrew Bowen Boles
Registered Affiliation(s):EDWARD JONES
Jennifer Dale Hartmann
Registered Affiliation(s):MORGAN STANLEY
John Paul Middleton
Registered Affiliation(s):BRIGHTON FINANCIAL PLANNING
Emily Kramer Rubin
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Shikha Mittra
Registered Affiliation(s):RETIRESMART CONSULTING, LLC.
Stephen Kowalski
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Steven Wayne Lieberman
Registered Affiliation(s):SUMMIT FINANCIAL, LLC
Michael Alan Sasso
Registered Affiliation(s):CAPTRUST
Gregory W Bielat
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
Vincent John Dotti
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Zeeshan Ali Mir
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Patrick Anthony Garcia
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Gregg Robert Trentham
Registered Affiliation(s):UBS FINANCIAL SERVICES INC.
John Richard Makhoul
Registered Affiliation(s):FIDELITY PERSONAL AND WORKPLACE ADVISORS
Jonathan Horn
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Melissa Carty
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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.
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