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Best financial advisors in Avon By Sea, NJ

Registered advisers within 25 miles of Avon By Sea, NJ.

Offices
549
Firms
208
Combined AUM
$14.1T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,051,890 clients when Item 5C has a number
Avg / client
$4.63M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
ADES WEALTH MANAGEMENT INC.
BROOKSTONE WEALTH ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
KINGSWOOD WEALTH ADVISORS, LLC
B. RILEY WEALTH ADVISORS, INC.
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
AE WEALTH MANAGEMENT, LLC
ADVISORY SERVICES NETWORK
EXODUS WEALTH, LLC
WESTPEAK FINANCIAL
FIREWEED VENTURES MANAGEMENT, LLC

Investors

THOMAS CHRISTOPHER FROEHLICH
BRANDON KEITH MCKOWN
Joseph W. Tenpenny
ROBERT SCOTT POWELL
EILEEN M BURNS
DANIEL D MERKER
BRENDON JOSEPH PIERSON
Daniel Fantozzi
Abraham M Ades
STEPHEN JOSEPH AGRISTA
PERRY PAUL WEYSER
Alyssa Leonor Saavedra
JOHN EDWARD MCDONOUGH
VINCENT STEPHEN LUCCHESI
KIM DESIO
JOHN JOSEPH PADGETT
Daniel White
Raymond David Gardner
Thomas Richard McDermott
Murat Sensoy
JASON KARL GORDON
ANTHONY MICHAEL SANDOMIERSKI
Michael John Rytelewski
Alessandra Panagos
KURT JOSEPH ROSSI
LEIF ERIC PETTERSEN
Daniel Joel Lindquist
Nicholas Joyce
Sean Casey Nolan
Kathleen Anne Nolan
KRISTIN ANN MCLAUGHLIN
WILLIAM JOHN MCLAUGHLIN
CHARLES ALBERT CERONE
COLIN JAMES HEANEY

Within 25 miles of Avon By Sea, NJ, Best Investors lists 208 registered investment advisory firms with 549 offices nearby, managing about $14.1T in combined regulatory AUM across 3,051,890 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 Avon By Sea

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