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Best financial advisors in Barry Lakes, NJ

Registered advisers within 25 miles of Barry Lakes, NJ.

Offices
544
Firms
184
Combined AUM
$12.7T
Firm-wide filings, not assets booked only here
Clients
1.91M
1,905,968 clients when Item 5C has a number
Avg / client
$6.68M
Combined AUM ÷ clients

Nearby offices

Firms

GREAT PATH PLANNING
TD PRIVATE CLIENT WEALTH LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
KEY GROUP MANAGEMENT, INC.
PFS INVESTMENTS INC.
LPL ENTERPRISE, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
COMMONWEALTH FINANCIAL NETWORK
JWBC MANAGEMENT, LLC
GUARDIAN WEALTH PARTNERS, LLC
HORNOR, TOWNSEND & KENT, LLC
VALIC FINANCIAL ADVISORS, INC.
VINEYARD QUANT MANAGEMENT LLC

Investors

CHRISTOPHER CRAIG POLLARD
MARK SZWAGULINSKI
Joel Mermelstein
Michael T Hazen
DAVIS JAMES RIEMAN
TIMOTHY MARK CONBOY
Phaedra Aruna Bachan
RENE ROBERT DELGROSSO
PAMELA KAREN SUTTON
THOMAS MICHAEL LIQUORI
VITO ANTHONY BIANCO
MICHAEL CHUN CHIEH LEE
KIMBERLY ANN GARCIA
WALTER JAY GOLCZEWSKI
Steven Fuchs
LOUIS D ORAZIO
BARRY STUART GOLDBERG
PAUL VINCENT ORAZIO
NEAL ALAN DEUTSCH
Aaron Glauber
SIMON WEINSTOCK
YEHUDA LEIB FLOHR
MICHAEL LAWRENCE GROFSICK
KYLE GROFSICK
LAWRENCE DOMINIC PEREZ
RAELYNN A HARLACH
ANGELA PATRICIA FOLIT
RICHARD P GROFSICK
MICHAEL RICHARD GROFSICK

Within 25 miles of Barry Lakes, NJ, Best Investors lists 184 registered investment advisory firms with 544 offices nearby, managing about $12.7T in combined regulatory AUM across 1,905,968 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 Barry Lakes

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM