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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Somerset, NJ

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

33 registered advisors work in Somerset; the most are at Transamerica Financial Advisors, LLC (8). 3 list the CFP designation and 27 are also registered broker representatives.

Firms with the most advisors in Somerset

FirmAdvisors in Somerset
Transamerica Financial Advisors, LLC8
LPL Financial LLC news4
Strategic Advisers LLC3
Equitable Advisors, LLC news2
J.P. Morgan Securities LLC news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Unlimited Capital Advisors LLC2
Aem Asset Management, LLC1
Allstate Financial Advisors, LLC1
Citizens Securities, Inc.1
Clean Yield Asset Management1
Empower Advisory Group, LLC1
Farther news1
Gaur Asset Management, Inc.1
LPL Enterprise, LLC news1
Network 1 Financial Advisors Inc.1
Osaic Wealth, Inc. news1

Advisors in Somerset, A to Z

CFP advisors in Somerset →

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 Somerset, NJ?

33 investment adviser representatives are registered at firm offices in Somerset, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 27 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Somerset?

Transamerica Financial Advisors, LLC, with 8 registered advisors in Somerset, followed by LPL Financial LLC with 4.

How do I check a financial advisor in Somerset?

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.