Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder look

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Somerville, NJ

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

32 registered advisors work in Somerville; the most are at LPL Financial LLC (5). 9 list the CFP designation and 29 are also registered broker representatives.

Firms with the most advisors in Somerville

FirmAdvisors in Somerville
LPL Financial LLC news5
Osaic Wealth, Inc. news4
Park Avenue Securities LLC3
Reedmark Advisors, LLC3
Ameriprise Financial Services, LLC news2
Edward Jones news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news2
Steward Partners Investment Advisory, LLC news2
Arkadios Wealth Advisors1
Cornerstone Planning Group1
Cwm, LLC1
Equitable Advisors, LLC news1
Hornor, Townsend & Kent, LLC1
J.P. Morgan Securities LLC news1
Private Client Services, LLC1
Raymond James Financial Services Advisors, Inc. news1
Santander Securities LLC1

Advisors in Somerville, A to Z

CFP advisors in Somerville →

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 Somerville, NJ?

32 investment adviser representatives are registered at firm offices in Somerville, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 29 of them are also registered as broker representatives, and 9 list the CFP designation.

Which firm has the most financial advisors in Somerville?

LPL Financial LLC, with 5 registered advisors in Somerville, followed by Osaic Wealth, Inc. with 4.

How do I check a financial advisor in Somerville?

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.