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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Montclair, NJ

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

74 registered advisors work in Montclair; the most are at Rmr Wealth Builders, Inc. (34). 20 list the CFP designation and 28 are also registered broker representatives.

Firms with the most advisors in Montclair

FirmAdvisors in Montclair
Rmr Wealth Builders, Inc.34
Ameriprise Financial Services, LLC news9
J.P. Morgan Securities LLC news3
Sfi Advisors, LLC3
Kestra Advisory Services, LLC news2
Advisory Services Network1
Bautis Financial, LLC1
Capital United, LLC1
Cherrydale Wealth Management, LLC1
Dowd Financial Planning1
Encompass More Asset Management LLC1
Equitable Advisors, LLC news1
Gateway Wealth Partners, LLC1
Grosso Wealth Management LLC1
Guerra Pan Advisors, LLC1
Horicon Wealth Management1
Kestra Private Wealth Services, LLC news1
LPL Financial LLC news1
MML Investors Services, LLC1
Morgan Stanley news1
Neuberger Berman Bd LLC1
Northwestern Mutual Investment Services, LLC1
Pullman Wealth1
Raymond James Financial Services Advisors, Inc. news1
State Farm Investment Management Corp.1

Advisors in Montclair, A to Z

CFP advisors in Montclair →

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 Montclair, NJ?

74 investment adviser representatives are registered at firm offices in Montclair, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 28 of them are also registered as broker representatives, and 20 list the CFP designation.

Which firm has the most financial advisors in Montclair?

Rmr Wealth Builders, Inc., with 34 registered advisors in Montclair, followed by Ameriprise Financial Services, LLC with 9.

How do I check a financial advisor in Montclair?

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.