Managers in Bernardsville, NJ

United States · 173 asset managers within 25 km (4 in Bernardsville itself) · 170 wealth managers, banks and others

managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: New York, NY 3,372 · Brooklyn, NY 47 · Princeton, NJ 45 · Summit, NJ 39 · Jersey City, NJ 36 · Short Hills, NJ 23 · Morristown, NJ 17 · Newark, NJ 12 · Chatham, NJ 9 · Parsippany, NJ 9 · Florham Park, NJ 8 · Holmdel, NJ 7

Asset managers in and around Bernardsville

#	Manager	People here	Assets
101	Banco Santander, S.A. institutions, FCA fund manager, wealth, bank or insurer · Union SANTANDER SECURITIES · 10 related pages $159.9bn	2 offices	$159.9bn
102	Janney Montgomery Scott LLC wealth · Bedminster JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn	office	$110.1bn
103	OSAIC HOLDINGS, INC. private equity, wealth · Basking Ridge CW Advisors, LLC · 6 related pages $85.1bn	office	$85.1bn
104	TORONTO DOMINION BANK wealth, bank or insurer · Bernardsville TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn	office	$60.1bn
105	OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · Florham Park OPPENHEIMER & CO. INC. · 5 related pages $36.7bn	office	$36.7bn
106	CNO Financial Group, Inc. structured credit, institutions, wealth · Parsippany BANKERS LIFE ADVISORY SERVICES, INC. · 4 related pages $30.5bn	office	$30.5bn
107	ALLSTATE CORP structured credit, wealth · Cedar Knolls ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn	office	$26.5bn
108	Summit Financial, LLC Parsippany $9.1bn	based here	$9.1bn
109	PEAPACK GLADSTONE FINANCIAL CORP Bedminster $8.7bn	based here	$8.7bn
110	StoneX Group Inc. institutions, FCA fund manager, wealth · Chester TRUST ADVISORY GROUP LTD · 6 related pages $5.7bn	office	$5.7bn
111	ECP ControlCo, LLC Summit $4.7bn	based here	$4.7bn
112	JOURNEY STRATEGIC WEALTH LLC Summit $4.0bn	based here	$4.0bn
113	Hennion & Walsh Asset Management, Inc. Parsippany $3.5bn	based here	$3.5bn
114	REGENTATLANTIC CAPITAL LLC Convent Station $3.3bn	based here	$3.3bn
115	ETF MANAGERS GROUP, LLC Summit $3.1bn	based here	$3.1bn
116	Gateway Advisory, LLC Westfield $620.2m	based here	$620.2m
117	Covenant Asset Management, LLC Chester $562.1m	based here	$562.1m
118	Round Table Services, LLC Westfield $508.3m	based here	$508.3m
119	BRAVE ASSET MANAGEMENT INC Summit $467.5m	based here	$467.5m
120	M&R CAPITAL MANAGEMENT INC Summit $453.8m	based here	$453.8m
121	Delta Financial Group, Inc. Bernardsville $437.5m	based here	$437.5m
122	Ridgewood Investments LLC hedge funds, real estate, wealth · Springfield RIDGEWOOD INVESTMENTS, Ridgewood Investments LLC $419.2m	office	$419.2m
123	Tilson Financial Group, Inc. New Providence $363.6m	based here	$363.6m
124	Pennant Investors, LP Summit $334.9m	based here	$334.9m
125	Highlander Capital Management, LLC Short Hills $292.3m	based here	$292.3m
126	MRA Advisory Group Parsippany $275.5m	based here	$275.5m
127	EisnerAmper Wealth Management Corporate Benefits, LLC Iselin $273.7m	based here	$273.7m
128	LWS Wealth Advisors, Inc. Bernardsville $266.3m	based here	$266.3m
129	Pennant Select, LLC Summit $225.1m	based here	$225.1m
130	Merrion Investment Management Co, LLC Cranford $211.3m	based here	$211.3m
131	New Vernon Capital Holdings II LLC Convent Station $181.4m	based here	$181.4m
132	Aurora Private Wealth, Inc. Rockaway $157.6m	based here	$157.6m
133	LiftPoint Family Wealth Advisors LLC Far Hills $147.6m	based here	$147.6m
134	COBALT CAPITAL MANAGEMENT, INC. Short Hills $140.5m	based here	$140.5m
135	Cadia Private Client LLC Parsippany $139.4m	based here	$139.4m
136	Aznar Financial Advisors, LLC Morris Plains $104.1m	based here	$104.1m
137	NuWave Investment Management, LLC Parsippany $87.2m	based here	$87.2m
138	Evermore Global Advisors, LLC Summit $26.3m	based here	$26.3m
139	CHARLES SCHWAB & CO., INC. Millburn CHARLES SCHWAB & CO., INC. · 2 related pages	office
140	Gyon Technologies Capital Management, LP Denville	based here
141	ATMANNA PARTNERS LLC Short Hills	office
142	AUGUREY CAPITAL ADVISORS, LLC private equity · Iselin	office
143	CHC Partners, L.L.C. Short Hills	based here
144	CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC real estate · Morristown	office
145	COBALT PARTNERS, L.P. Short Hills	based here
146	CREATIVE CLIMATE CAPITAL, LLC Long Valley	office
147	CRESCENT ROCK CAPITAL MANAGEMENT, LP hedge funds · Summit	office
148	ECP GP V, LP Summit	based here
149	ECP V, LLC Summit	based here
150	ENERGY CAPITAL PARTNERS III, LLC Summit	based here

173 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.