Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

&Partners financial advisors in Florham Park, NJ

Every SEC-registered investment adviser representative at a &Partners office in Florham Park, A to Z.

4 registered advisors work at &Partners in Florham Park, out of 539 at the firm nationwide; it ranks number 20 in the city by advisors. 0 list the CFP designation and 4 are also registered broker representatives.

&Partners advisors in Florham Park, A to Z

Every &Partners advisor →

&Partners advisors in every city and state →&Partners: assets, clients and custodians →&Partners news and advisor moves →Advisor Moves: who changed firms this week →

&Partners advisors in other cities

Clayton, MO 198Nashville, TN 83Davidson, NC 6Fayetteville, AR 6Saint Louis, MO 6Sumter, SC 6Northbrook, IL 5Tyler, TX 5Aiken, SC 4Albany, NY 4Arlington Heights, IL 4Bellevue, WA 4Charlottesville, VA 4Naperville, IL 4Basking Ridge, NJ 3

Other firms in Florham Park

All Florham Park advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 156RBC Capital Markets, LLC 91Rockefeller Financial LLC 72Wells Fargo Clearing Services, LLC 40UBS Financial Services Inc. 32Ameriprise Financial Services, LLC 20Oppenheimer & Co. Inc. 19Park Avenue Securities LLC 16Jeffrey Matthews Wealth Management, LLC 15LPL Financial LLC 15Mariner 12Northwestern Mutual Investment Services, LLC 11

Questions

How many financial advisors does &Partners have in Florham Park?

4 investment adviser representatives are registered at &Partners offices in Florham Park, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 539 nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Is &Partners one of the largest advisor employers in Florham Park?

&Partners ranks number 20 in Florham Park by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 156.

How do I check a &Partners advisor in Florham Park?

Each advisor below links to a profile with their registrations, exams, designations 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 &Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.