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Best financial advisors in Bradley Beach, NJ

Registered advisers within 25 miles of Bradley Beach, NJ.

Offices
566
Firms
208
Combined AUM
$14.2T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,054,371 clients when Item 5C has a number
Avg / client
$4.64M
Combined AUM ÷ clients

Nearby offices

Firms

DTM ADVISORY GROUP LLC
BECKERMAN WEALTH
INSPIRE ADVISORS, LLC
PFS INVESTMENTS INC.
OSAIC WEALTH, INC.
ADES WEALTH MANAGEMENT INC.
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
BROOKSTONE WEALTH ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WORLD INVESTMENT ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EQUITABLE ADVISORS, LLC

Investors

NANCY ANN TONACHIO
DANIEL MARK BECKERMAN
James Vincent Hoffman
Rebekah Fischoff
Joseph Lipp
EDWARD HORIGAN
JASON LAWRENCE MIERAS
LAWRENCE JOHN MIERAS
Abraham M Ades
Erin Azambuja
JOHN W WEBER
LAURA JEANNE STAMBERGER
KEVIN E. LYNCH
CONOR JOHN EGAN
WILLIAM JOSEPH EGAN
STEPHEN JOSEPH AGRISTA
PERRY PAUL WEYSER
Alyssa Leonor Saavedra
RHONDA APRIL WIND
PETER FRANCIS PABON
FILLIP GERSHON
DAVID MATHEW WREN
DEBORAH LYNN PRIVETERA
Mark R Aumack
Shaun Ahern
Hunter Joseph Gutierrez
EILEEN M BURNS
DANIEL D MERKER
BRENDON JOSEPH PIERSON
Daniel Fantozzi
DOROTHY ANN WILSON
DEBRA ANN FOURNIER
WALTER RAPKA
DEAN JOSEPH TARTA
ANTHONY TOMARO
VICTORIA TOMARO
STEVEN THOMAS MCGOVERN
Daniel White

Within 25 miles of Bradley Beach, NJ, Best Investors lists 208 registered investment advisory firms with 566 offices nearby, managing about $14.2T in combined regulatory AUM across 3,054,371 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 Bradley Beach

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