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Best financial advisors in Batsto, NJ

Registered advisers within 25 miles of Batsto, NJ.

Offices
355
Firms
140
Combined AUM
$12.5T
Firm-wide filings, not assets booked only here
Clients
2.79M
2,791,364 clients when Item 5C has a number
Avg / client
$4.48M
Combined AUM ÷ clients

Nearby offices

Firms

LINCOLN INVESTMENT
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
CETERA INVESTMENT ADVISERS LLC
TOTAL ALIGNMENT WEALTH ADVISORS, LLC
REDWOOD WEALTH MANAGEMENT GROUP, LLC
ALMANACK INVESTMENT PARTNERS
ROCKCREST FINANCIAL LLC
FINANCIAL PLANNING PROFESSIONALS, INC.
CHESAPEAKE CAPITAL MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
WORLD INVESTMENT ADVISORS, LLC
FAMILY WEALTH PARTNERS LLC

Investors

Daniel J Peretti
STEVEN JAY SCHIAVO
RICHARD FRANCIS BARNETT
MARIA I CAMAIORE
PATRICK WILLIAM MCGRORY
ERIN FELDMAN MENDEZ
Ian Klinger
RICHARD ANTHONY DEMARIA
Collin George Bill
WILLIAM LEONARD LAFFERTY
MICHAEL DAVID YOUNG
SAMUEL CLAY BRIDGERS
Aiden Thomas Boorstein
STEVEN ALAN BOORSTEIN
EDWARD JOSEPH HARRINGTON
JAMES JOSEPH BURKEITT
John Bernard Roeckel
RONALD GOLDBERG
TIMOTHY WARREN NOEL
Zachary Isaac Hammond
John Philip Clark
DENNIS FRANCIS JUDGE
DAVID AARON LACHOWICZ
Tylor Alexander Love
MARK ANTHONY FINELLI

Within 25 miles of Batsto, NJ, Best Investors lists 140 registered investment advisory firms with 355 offices nearby, managing about $12.5T in combined regulatory AUM across 2,791,364 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 Batsto

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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