Best Investors Account Sign in

Best financial advisors in Bay Head, NJ

Registered advisers within 25 miles of Bay Head, NJ.

Offices
549
Firms
211
Combined AUM
$14.1T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,050,806 clients when Item 5C has a number
Avg / client
$4.63M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
BLUE SKY FINANCIAL
EQUITABLE ADVISORS, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
FINANCIAL FUTURES
SEA CLEAR FINANCIAL PLANNING, LLC
SHORE POINT ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
REGAL ADVISORY SERVICES, INC.
INNOVATIVE WEALTH PARTNERS, LLC

Investors

BRETT WILLIAM SABIO
JACK ANTHONY FORLENZA
Gillian M ARcher
David Robert Wray
Tiffany Lynn Zausch
RICHARD THOMAS
PETER MANISCALCO
NICOLE MARIE PICONE
Isabella Fioribello
FRANK ANTHONY CARDIA
BRIAN JEFFREY TRAUSE
THOMAS A COMER
THOMAS D WILLIAMS
JEFFREY L TRAUSE
THOMAS SHAPERO
ANTHONY JOSEPH KARPOWICH
PATRICK MICHAEL PACILLO
MIGUEL MENDES COELHO
Felicia Marie Greenwald
JORIE BARNETT JOHNSON
KAYE LOUISE FISKE
KELLY LYNN TRAGESER
NEIL KRIEGSTEIN
DAVID M SHAVE
JACOB BERGEN RUE
NEIL JEFFREY TENDLER
THOMAS M SCALABRINI
JOHN J SCALABRINI
JAMES P FAY
Nicholas Robert Lanier
Colin Fay
RICHARD SCOTT KRUG
VICTOR A DONATO
JASON C LAMB
Ashlee Bobzin
EDWARD JAMES SKIBICKI
NANCY MARUCCI-PIZZUTA
KEITH JOSEPH MCGRATH
Christopher Giberson
DONALD R AYERS

Within 25 miles of Bay Head, NJ, Best Investors lists 211 registered investment advisory firms with 549 offices nearby, managing about $14.1T in combined regulatory AUM across 3,050,806 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 Bay Head

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