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Best financial advisors in Beaver Lake, NJ

Registered advisers within 25 miles of Beaver Lake, NJ.

Offices
514
Firms
188
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
2.90M
2,902,358 clients when Item 5C has a number
Avg / client
$5.24M
Combined AUM ÷ clients

Nearby offices

Firms

COVENANT ASSET MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
CORNERSTONE PLANNING GROUP
CORIENT
L&L PARTNERS WEALTH MANAGEMENT, LLC
VALIC FINANCIAL ADVISORS, INC.
LPL FINANCIAL LLC
TD PRIVATE CLIENT WEALTH LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC

Investors

David John Guarino
TIMOTHY WAYNE ROWE
CHRISTOPHER RANDALL CLARK
JOHN C. GUARINO
MARKIAN TARAS UKRAINSKYJ
WILLIAM J. CUNLIFFE
Gabriel Paul Rowe
DONALD DAVID WEIR
David Amato
MICHAEL BOZZONE
PATRICIA LYNN ELA
RYAN JERRY MARSHALL
Michael Charles Blevis
THOMAS HUTCHINSON ELA
ARLENE ARMANDO
STANLEY JOSEPH MALECKI
ABIGAIL M ROSEN
BRIAN HAROLD ALEXANDER KAZANCHY
William Carroll Vaughan
JAMES R SONNEBORN
JAMES WILLIAM REILLY
LESLEY ANNE DRAPER
JAMES J CIPRICH
JASON BRENT BEENE
JEFFREY THOMAS BOYER
MATTHEW HENRY MASTERSON
BRYAN DANIEL SMALLEY
MELISSA LAUREN WEISZ
IAN T HARVEY
LUIS JAVIER CHAVESTE MONROY
MATTHEW JOHN MIGNON
Peter Joseph O'Neill
Zachary Adam Morse
Michael James Klinger
Matthew Ogus
CHADDERDON WARD O'BRIEN
GERALD MATTHEW KOREY
ALEX CHRISTIAN CORIDDI
MATTHEW LANDSTAD HOLDEN
Sagar Kishor Shah
LISA MARIE NEIRA
BARBARA CHRISTINA BILELLO
John Robert Beck
Sabrina Priscilia Martins
Francesco J Scorsone
SEAN PATRICK O'CONNOR
WILLIAM ANTHONY NARDUZZI
Robert Charles Wynn
TYLER JAMES JOHNSON
ANDREW KAPYRIN
Robert David Pettit
DAGAN ALEXANDER LACORTE
ALBERTO GIOVANNI LIBERTINI
MICHAEL LAWRENCE GROFSICK
KYLE GROFSICK
LAWRENCE DOMINIC PEREZ
RAELYNN A HARLACH
ANGELA PATRICIA FOLIT
RICHARD P GROFSICK
MICHAEL RICHARD GROFSICK
JOSEPH REED
Mark Thomas Stanic
MICHAEL ANGELO NISIVOCCIA
ROBERT DONALD LAMPERTI
MICHAEL JOSEPH WADE
LAUREN ANNE DIFABRITIS
ROBERT DIFABRITIS
Adelio Campos
Derek Popp
Robert M Kaufman
Mark G Baumgarten
Sean C. Cribbin
Stephan E. Rothe
Kristen Knight
Carlos M Mendez
Bruce D Baumgarten
Jeffrey B McAleney
JEROME A ALTSCHUL
JOSEPH MICHAEL COLAIACOVO
MARIA LORENA PEREZ
SHAUN CRAIG LEHRER
Krina S Patel
Daniel Whritenour
Dane E Brown
Craig S Weinstein
John M Perrette
JUAN JIMENEZ
ARIELLE MARIA THOMPSON
ALBERT ANTHONY SERAYDAR
RAYWATTIE PERSAUD
Peter Quoie
Craig A. Pruett
Jean Muhuza
GARY TODD PANCOAST
ROBERT A SKUBA
NICHOLAS WAYNE SIMMONDS

Within 25 miles of Beaver Lake, NJ, Best Investors lists 188 registered investment advisory firms with 514 offices nearby, managing about $15.2T in combined regulatory AUM across 2,902,358 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 Beaver Lake

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