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 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

McRae Capital Management Inc. financial advisors in Morristown, NJ

Every SEC-registered investment adviser representative at a McRae Capital Management Inc. office in Morristown, A to Z.

The short answer

4 registered advisors work at McRae Capital Management Inc. in Morristown, out of 4 at the firm nationwide; it ranks number 22 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

McRae Capital Management Inc. advisors in Morristown, A to Z

Every McRae Capital Management Inc. advisor →

McRae Capital Management Inc. advisors in every city and state →McRae Capital Management Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Morristown

All Morristown advisors →

Private Advisor Group, LLC 435Morgan Stanley 246Goldman Sachs Wealth Services, L.P. 71Equitable Advisors, LLC 43Stifel, Nicolaus & Company, Incorporated 36Strategic Advisers LLC 29Beacon Trust 28Corient 27Raymond James Financial Services Advisors, Inc. 23Simon Quick Advisors, LLC 21J.P. Morgan Securities LLC 16Charles Schwab & Co., Inc. 13

Questions

How many financial advisors does McRae Capital Management Inc. have in Morristown?

4 investment adviser representatives are registered at McRae Capital Management Inc. offices in Morristown, New Jersey, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is McRae Capital Management Inc. one of the largest advisor employers in Morristown?

McRae Capital Management Inc. ranks number 22 in Morristown by registered advisors; Private Advisor Group, LLC has the most, with 435.

How do I check a McRae Capital Management Inc. advisor in Morristown?

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 McRae Capital Management Inc. 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.