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Best financial advisors in Bivalve, NJ

Registered advisers within 25 miles of Bivalve, NJ.

Offices
49
Firms
29
Combined AUM
$5.49T
Firm-wide filings, not assets booked only here
Clients
1.61M
1,610,544 clients when Item 5C has a number
Avg / client
$3.41M
Combined AUM ÷ clients

Nearby offices

Firms

TD PRIVATE CLIENT WEALTH LLC
AMERITAS ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
OXLEY CAPITAL MANAGEMENT, LLC
MADISON AVENUE SECURITIES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HORNOR, TOWNSEND & KENT, LLC
LPL FINANCIAL LLC
PRIVATE ADVISOR GROUP, LLC
CAPITOL SECURITIES MANAGEMENT, INC.
KESTRA ADVISORY SERVICES, LLC

Investors

Dennis Pelaez-Robles
JOHN JOSEPH CROSBY
MICHAEL DENNIS DE MARCO
GREGG BENJAMIN REICH
CHRISTOPHER JAMES SHOEMAKER
ASHLEY NICOLE MOORE
DONALD WAYNE ROBBINS
EVAN HERRING
MATTHEW KINARD GLENN
Allison K Kruse
JOHN MICHAEL OXLEY
THOMAS J. FITZPATRICK
Diane Ellen Beamer
ROBERT PATRICK GLEASON
Joseph Matthew DiMarco
KEVIN MICHAEL FARRELL
Donna L. Ferren
Sarah K Schall
Eric K Duca
MATTHEW ROBERT MENKE
MICHAEL PAUL CAPRIOTTI
ANDREY LETUSHKO
JOSEPH J FUMO
ROBERT GREEN
PATRICK ANTHONY DAGOSTINO
THOMAS ERIC REICH
AMY JENNIFER MAHON
Kyle Ian McClure
JODIE MICHELLE BOOTH
ROBERT L BUSH

Within 25 miles of Bivalve, NJ, Best Investors lists 29 registered investment advisory firms with 49 offices nearby, managing about $5.49T in combined regulatory AUM across 1,610,544 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 Bivalve

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM