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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Edison, NJ

Every SEC-registered investment adviser representative at a firm office in Edison, with the firms that employ the most of them.

The short answer

87 registered advisors work in Edison; the most are at Eagle Strategies LLC (18). 8 list the CFP designation and 74 are also registered broker representatives.

Firms with the most advisors in Edison

FirmAdvisors in Edison
Eagle Strategies LLC18
Pfs Investments Inc.14
Hornor, Townsend & Kent, LLC12
Cetera Investment Advisers LLC news5
Geremia Financial Services, LLC5
Leo Wealth, LLC5
Equitable Advisors, LLC news4
LPL Financial LLC news3
Leo Fund Services, LLC3
Transamerica Financial Advisors, LLC3
Allstate Financial Advisors, LLC2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Wells Fargo Clearing Services, LLC news2
&Partners news1
Citizens Securities, Inc.1
Kestra Advisory Services, LLC news1
Osaic Wealth, Inc. news1
PNC Wealth Management LLC1
Perigon Wealth Management, LLC1
Raymond James Financial Services Advisors, Inc. news1
Rmr Wealth Builders, Inc.1
State Farm Investment Management Corp.1
Transglobal Advisory, LLC1

Advisors in Edison, A to Z

CFP advisors in Edison →

Other cities in New Jersey

All of New Jersey →

Morristown 1,048Princeton 828Paramus 731Red Bank 678Weehawken 605Pennington 590Florham Park 573Summit 470Jersey City 463Marlton 385Parsippany 321Short Hills 267Mount Laurel 255Warren 171Bedminster 161Cherry Hill 155Wall 154Iselin 144Fairfield 143Bridgewater 135Holmdel 131Shrewsbury 128Manasquan 123Toms River 116

Questions

How many financial advisors are in Edison, NJ?

87 investment adviser representatives are registered at firm offices in Edison, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 74 of them are also registered as broker representatives, and 8 list the CFP designation.

Which firm has the most financial advisors in Edison?

Eagle Strategies LLC, with 18 registered advisors in Edison, followed by Pfs Investments Inc. with 14.

How do I check a financial advisor in Edison?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.