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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Short Hills, NJ

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

The short answer

267 registered advisors work in Short Hills; the most are at Wells Fargo Clearing Services, LLC (104). 15 list the CFP designation and 249 are also registered broker representatives.

Firms with the most advisors in Short Hills

FirmAdvisors in Short Hills
Wells Fargo Clearing Services, LLC news104
Morgan Stanley news56
Merrill Lynch, Pierce, Fenner & Smith Incorporated news37
UBS Financial Services Inc. news14
Sanctuary Advisors, LLC11
Transamerica Financial Advisors, LLC8
LPL Financial LLC news5
Wells Fargo Advisors Financial Network, LLC news4
Janney Montgomery Scott LLC news3
Cetera Investment Advisers LLC news2
Compass Private Wealth Group LLC2
Edelman Financial Engines news2
Ofc Wealth Management2
Xpotential Inc.2
Abe Capital Management, LLC1
Ameriprise Financial Services, LLC news1
Brookstone Capital Management LLC1
Cambridge Investment Research Advisors, Inc. news1
Citigroup Global Markets Inc. news1
Dorchester Advisors LLC1
Equitable Advisors, LLC news1
Estee Advisors LLC1
Independence Square Holdings, LLC1
Jaffa Gate Research & Advisory1
Oceanus Research LLC1

Advisors in Short Hills, A to Z

CFP advisors in Short Hills →

Other cities in New Jersey

All of New Jersey →

Morristown 1,048Princeton 828Paramus 731Red Bank 678Weehawken 605Pennington 590Florham Park 573Summit 470Jersey City 463Marlton 385Parsippany 321Mount Laurel 255Warren 171Bedminster 161Cherry Hill 155Wall 154Iselin 144Fairfield 143Bridgewater 135Holmdel 131Shrewsbury 128Manasquan 123Toms River 116Ridgewood 111

Questions

How many financial advisors are in Short Hills, NJ?

267 investment adviser representatives are registered at firm offices in Short Hills, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 249 of them are also registered as broker representatives, and 15 list the CFP designation.

Which firm has the most financial advisors in Short Hills?

Wells Fargo Clearing Services, LLC, with 104 registered advisors in Short Hills, followed by Morgan Stanley with 56.

How do I check a financial advisor in Short Hills?

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.