Saturday, October 24, 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 20264K Social Security Database Cleanup Corrects 50 Million RecordsFP 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 Priorities

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Montvale, NJ

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

The short answer

59 registered advisors work in Montvale; the most are at Merrill Lynch, Pierce, Fenner & Smith Incorporated (13). 3 list the CFP designation and 50 are also registered broker representatives.

Firms with the most advisors in Montvale

FirmAdvisors in Montvale
Merrill Lynch, Pierce, Fenner & Smith Incorporated news13
Janney Montgomery Scott LLC news12
Thrivent Investment Management Inc.5
LPL Financial LLC news4
Signature Wealth Management Partners, LLC4
J.P. Morgan Securities LLC news3
Cambridge Investment Research Advisors, Inc. news2
Newedge Advisors2
Nfsg Corporation2
Portfolio Strategies Inc. Ny2
Angel Oak Financial Services LLC1
Beacon Pointe Advisors, LLC news1
Empower Advisory Group, LLC1
Equitable Advisors, LLC news1
G.B. Allen Associates, Inc.1
Megstar Financial Management Inc.1
RBC Capital Markets, LLC news1
Strategic Advisers LLC1
Td Private Client Wealth LLC1
Voya Financial Advisors, Inc.1

Advisors in Montvale, A to Z

CFP advisors in Montvale →

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 Montvale, NJ?

59 investment adviser representatives are registered at firm offices in Montvale, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 50 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Montvale?

Merrill Lynch, Pierce, Fenner & Smith Incorporated, with 13 registered advisors in Montvale, followed by Janney Montgomery Scott LLC with 12.

How do I check a financial advisor in Montvale?

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.