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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in West Orange, NJ

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

29 registered advisors work in West Orange; the most are at Osaic Institutions, Inc. (12). 3 list the CFP designation and 25 are also registered broker representatives.

Firms with the most advisors in West Orange

FirmAdvisors in West Orange
Osaic Institutions, Inc. news12
Wells Fargo Clearing Services, LLC news2
Ameriprise Financial Services, LLC news1
Cetera Investment Advisers LLC news1
Clemensen Capital Company LLC1
J.P. Morgan Securities LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Meyerowitz Investment Management1
North Capital1
Northwestern Mutual Investment Services, LLC1
RBC Capital Markets, LLC news1
Savvy1
State Farm Investment Management Corp.1
Tilson Financial Group Inc.1
UBS Financial Services Inc. news1
World Investment Advisors, LLC1
Wright Financial Advisory LLC1

Advisors in West Orange, A to Z

CFP advisors in West Orange →

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 West Orange, NJ?

29 investment adviser representatives are registered at firm offices in West Orange, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 25 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in West Orange?

Osaic Institutions, Inc., with 12 registered advisors in West Orange, followed by Wells Fargo Clearing Services, LLC with 2.

How do I check a financial advisor in West Orange?

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.