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Best financial advisors in Bergen Point, NJ

Registered advisers within 25 miles of Bergen Point, NJ.

Offices
5,779
Firms
3,294
Combined AUM
$59.6T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,720,759 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
EAGLE STRATEGIES LLC
BENJAMIN F. EDWARDS & COMPANY, INC.
CWM, LLC
CETERA INVESTMENT ADVISERS LLC
WOLF FOREST INVESTMENT MANAGEMENT, LLC
TSG ALPHA PARTNERS, LLC
THE HOGAN-KNOTTS FINANCIAL GROUP, INC.
LPL FINANCIAL LLC
GOLDMAN SACHS WEALTH SERVICES, L.P.
J.P. MORGAN SECURITIES LLC
GOLD COAST WEALTH MANAGEMENT, LLC
REEDMARK ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PARK AVENUE SECURITIES LLC

Investors

RANDALL CHARLES COHEN
TODD Michael TORO
Nicole Ann Toro
Elizabeth Espinal
LOUIS M BRUNO
STUART CRAIG HOCH
JASON DIAMANTINO BRITO
BRENDAN T O'CONNOR
ROY A SCHOENFELD
PARKER JAKE HOCH
TIMOTHY ALEXANDER DEAN
SAUL MITCHELL SIMON
JOHN ANDREW FRANK
KENNETH LEMUNYON
RICHARD POLICASTRO
COURTNEY HALASZ
STEWART RITTER
STUART WILSON VAN WINKLE
WILLIAM VAN WINKLE
JULIE ANN NAWROCKI
Daniel Armas
PAUL CHARLES LOBOSCO
CRAIG SCOTT HABER
RICHARD SCOTT LASKIN
LOUIS CUOMO
OMAR K ABURADI
Benito Raymond Buontempo
Patrick W French
LON CHARLES FACCINI
ANDREW CAPUTO SPAVENTA
TIMOTHY ANDREW KNOTTS
ROBERT EDWARD HOGAN
PAUL John BALESTIERO
Christopher Bonfiglio
JOSEPH ROBERT BONFIGLIO
Tahra Albert Wohlert
MICHAEL J BIZZOCO
Andy A Rubio
GURPREET SINGH
BRIAN LANCE KLATSKY
VINCENT ERNEST ZULLO
RICHARD WALTER VANDERPOOL
BENJAMIN TODD BURKLOW
Morgan T Burklow
DOMINICK MOLINARO
NICHOLAS J FRANCO

Within 25 miles of Bergen Point, NJ, Best Investors lists 3,294 registered investment advisory firms with 5,779 offices nearby, managing about $59.6T in combined regulatory AUM across 4,720,759 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 Bergen Point

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM