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Best financial advisors in Allenhurst, NJ

Registered advisers within 25 miles of Allenhurst, NJ.

Offices
625
Firms
217
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
3.06M
3,056,170 clients when Item 5C has a number
Avg / client
$4.65M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
EXODUS WEALTH, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
TD PRIVATE CLIENT WEALTH LLC
PATHWAYS FINANCIAL PLANNING
WEALTHCARE ADVISORY PARTNERS LLC
DTM ADVISORY GROUP LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

DANIEL ROMERO CHEN
DANIEL GRIECO
JEFFREY ALAN BAHARY
CHARLES ALBERT CERONE
Brett Howard Macbain
ALFRED B FARRELL
Steven Andrew Fuerbacher
Sean Patrick Roche
MARK ALAN MCLAFFERTY
JOHN KRIARAKIS
ALBERT L RICH
BRIAN KEITH BERRY
CHRISTOPHER ULIANO
EILEEN M BURNS
DANIEL D MERKER
BRENDON JOSEPH PIERSON
Daniel Fantozzi
Nicholas Joyce
Kristen Nicole Vernace
ROBIN MICHAEL WALSH
BRENDAN HARRY SHEEHAN
ROBERT EDWARD MARINO
Andrew Crawford Ober
BOYD MERTZ BERGEN
ANNE SILVESTRO MADDEN
BRUCE ALLEN PERHACH
THOMAS ANDREW MUSUMECI
JOSEPH JAMES PERRI
EAN JAMES JAFFE
THOMAS EUGENE MUSUMECI
JAMES ANTHONY FLANNERY

Within 25 miles of Allenhurst, NJ, Best Investors lists 217 registered investment advisory firms with 625 offices nearby, managing about $14.2T in combined regulatory AUM across 3,056,170 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Allenhurst

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM