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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Westwood, NJ

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

The short answer

74 registered advisors work in Westwood; the most are at Modera Wealth Management, LLC (48). 32 list the CFP designation and 24 are also registered broker representatives.

Firms with the most advisors in Westwood

FirmAdvisors in Westwood
Modera Wealth Management, LLC48
Fortis Group Advisors LLC16
Ameriprise Financial Services, LLC news3
Allstate Financial Advisors, LLC1
Bull Market Strategies LLC1
Edward Jones news1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Strategic Advisers LLC1
Transamerica Retirement Advisors, LLC1

Advisors in Westwood, A to Z

CFP advisors in Westwood →

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 Westwood, NJ?

74 investment adviser representatives are registered at firm offices in Westwood, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 24 of them are also registered as broker representatives, and 32 list the CFP designation.

Which firm has the most financial advisors in Westwood?

Modera Wealth Management, LLC, with 48 registered advisors in Westwood, followed by Fortis Group Advisors LLC with 16.

How do I check a financial advisor in Westwood?

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.