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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Millburn, NJ

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

The short answer

59 registered advisors work in Millburn; the most are at Charles Schwab & Co., Inc. (23). 10 list the CFP designation and 55 are also registered broker representatives.

Firms with the most advisors in Millburn

FirmAdvisors in Millburn
Charles Schwab & Co., Inc. news23
Strategic Advisers LLC18
J.P. Morgan Securities LLC news6
PNC Wealth Management LLC4
Arman James Investments1
Edward Jones news1
Kinvest Capital Management, Inc.1
LPL Financial LLC news1
Main & Wall Capital Management, Corp.1
UBS Financial Services Inc. news1
Wells Fargo Clearing Services, LLC news1
Yin Financial Planning1

Advisors in Millburn, A to Z

CFP advisors in Millburn →

Other cities in New Jersey

All of New Jersey →

Morristown 1,113Princeton 834Paramus 731Red Bank 701Weehawken 606Florham Park 578Pennington 573Summit 464Jersey City 454Marlton 371Parsippany 315Short Hills 279Mount Laurel 263Warren 173Bedminster 168Fairfield 152Wall 152Cherry Hill 149Iselin 137Bridgewater 133Shrewsbury 128Holmdel 126Toms River 120Manasquan 114

Questions

How many financial advisors are in Millburn, NJ?

59 investment adviser representatives are registered at firm offices in Millburn, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 55 of them are also registered as broker representatives, and 10 list the CFP designation.

Which firm has the most financial advisors in Millburn?

Charles Schwab & Co., Inc., with 23 registered advisors in Millburn, followed by Strategic Advisers LLC with 18.

How do I check a financial advisor in Millburn?

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.