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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

EDWARD JONES
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
WORLD INVESTMENT ADVISORS, LLC
J.P. MORGAN SECURITIES LLC
MAI CAPITAL MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC
LPL FINANCIAL LLC
WELLS FARGO CLEARING SERVICES, LLC
MULLOOLY ASSET MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EAGLE STRATEGIES LLC

Investors

Joseph Edward Serzan
ROBERT JAMES D'ANDRIA
JOSEPH GIACCHI
MICHAEL VIRGILIO
DARREN ARMETTA
LAURA MARIE HICKMAN
CLIFF SCHMARDEL
TIMOTHY F GRABLE
Joseph W. Tenpenny
ROBERT SCOTT POWELL
BRANDON KEITH MCKOWN
Thomas Casey Mullooly
Timothy James Mullooly
BRENDAN THOMAS MULLOOLY
THOMAS PETER MULLOOLY
GREGORY JOSEPH MARTIN
JOSEPH PAUL PEARCE
Esai James Ferguson
Maxwell Bonevento
DAVID BRIAN NILES
CRAIG DANIEL LADAY
FREDRIC ROY WEINER
JAMES ANTHONY COSTABILE
RICHARD LOUIS SHAUGHNESSY
CRISTA LEE MCKENNA
Stephen Kuczynski
Daniel James Monzi
Christopher Kellett
STEVEN MARK GOLDSMITH
MICHAEL BONEVENTO
IRA JAY KRULIK
Joseph Ronan
Brandon Craig Laday
Jordan Daniel Sirota
Andrew LaSpina
DOUGLAS CORDNER BALLARD
JOSEPH H. GILES
GEORGE OSIPOVITCH
MICHAEL TEICHMAN
James A Leblo
Ethan Charles Dzenis
Thomas Albert LaMarca
MICHAEL RONALD CANTIN
MARK JOSEPH PELLECCHIA
JOHN PATRICK ALBERTI
GREGG JOHN PELLECCHIA
FRANCIS WINFIELD LAUB
HUGH V DZENIS
DANIEL R. SHEARER
DAVID LO
JEFFREY A. WINNER
MARGARITA VICTORIA MAYOR
JONATHAN DANIEL DELISO
CHRISTOPHER JOHN KELLY
MATTHEW JOHN APPEL
NICHOLAS PETER MILLS
MICHAEL GIRGIS
ANTHONY PECORARO
GEORGE MICHAEL KACHMAR
JOSEPH ALAN GILES
LINDSAY ANN CUSICK
MICHAEL LAWRENCE DELISO
ERIC SAENZ
Douglas Teller
Kevin Noel Dolan
Cory Robert Case
Daniel Ryan Fitzpatrick
Scott David Allen
ANDREW MCDOWELL
JAMES CHRISTOPHER QUIRK
JAMES WILLIAM GATES
MARILYN DELAURO
ROBERT ALEXANDER MAIRONE
ROBERT W MCNEILL JR.
KEITH ANTHONY ONTO
Blake Benton
VERNON ORLANDO PAULSON
JOHN DOMINICK DELISO
LOUISE COLE
Thomas J Quinn
Colin Mikhail Cadena
Jonathan Steiger
Peter Van Alstine
Daniel Patrick Mueller
Stefan Byramji
Joseph Gyumolcs
Michael D Husar
JAMES CHRISTOPHER REUTER
Jonathan Hempstead
Jason M Basso
Kenneth Taylor
MATHEW DAVID SOLOMON

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