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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 Mt. Laurel, NJ

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

The short answer

82 registered advisors work in Mt. Laurel; the most are at UBS Financial Services Inc. (35). 7 list the CFP designation and 76 are also registered broker representatives.

Firms with the most advisors in Mt. Laurel

FirmAdvisors in Mt. Laurel
UBS Financial Services Inc. news35
Janney Montgomery Scott LLC news13
LPL Financial LLC news13
Bc Advisors, LLC5
Private Advisor Group, LLC5
Eagle Strategies LLC2
Genrise Wealth Advisors LLC2
Osaic Wealth, Inc. news2
Gallagher Fiduciary Advisors, LLC1
Greenleaf Financial Network, LLC1
Gsg Advisors LLC1
PNC Wealth Management LLC1
Pts Brokerage, LLC1

Advisors in Mt. Laurel, A to Z

CFP advisors in Mt. Laurel →

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 Mt. Laurel, NJ?

82 investment adviser representatives are registered at firm offices in Mt. Laurel, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 76 of them are also registered as broker representatives, and 7 list the CFP designation.

Which firm has the most financial advisors in Mt. Laurel?

UBS Financial Services Inc., with 35 registered advisors in Mt. Laurel, followed by Janney Montgomery Scott LLC with 13.

How do I check a financial advisor in Mt. Laurel?

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.