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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

MARK SCORDATO & ASSOCIATES
STERLING FINANCIAL PLANNING INC
BROOKSTONE CAPITAL MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
LPL ENTERPRISE, LLC
WORLD INVESTMENT ADVISORS, LLC
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ONEASCENT FINANCIAL SERVICES LLC
AEGIS CAPITAL CORP.
COMMONWEALTH FINANCIAL NETWORK
EAGLE STRATEGIES LLC
SANTANDER SECURITIES LLC

Investors

MATTHEW JOSEPH HANNUM
CHRISTOPHER JOHN VEAL
Joseph W Johnston
ANTHONY CLINO PESCE
PEGGY LOGAN
JACQUELINE OSBORNE
PANAGIOTIS TSILIOS
SUZANNE CECELIA TROIANO
NADIA EBANKS
VINCENT DOMINICK TROIANO
SURABHI SHARMA
Luis Ponce
Terence Gerard Wynne
DEBORAH RINDFLEISCH DUNNE
MICHAEL PAUL GOLLENBERG
TIMOTHY J MOL
Michael T Hazen
PAMELA KAREN SUTTON
JOSEPH LOUIS KOPEC
Brian Christopher Schaaf
JARED E BAILEY
SCOTT Arthur MACKENZIE
DENNIS MARK PROFACA
BRENDAN JAMES BOGART
George William Leppert
TERRY ANTHONY JAMES
Carl Anthony Frank Libert

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