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Best financial advisors in Brick, NJ

Registered advisers within 25 miles of Brick, NJ.

Offices
526
Firms
202
Combined AUM
$14.5T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,051,217 clients when Item 5C has a number
Avg / client
$4.76M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
SANTANDER SECURITIES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PFS INVESTMENTS INC.
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIZENS SECURITIES, INC.
BLUE SKY FINANCIAL

Investors

EDWARD MONTAGNA
JAMES J GIORDANO
RICHARD JAMES TEDESCHI
JOHN JAMES PETIT
JODY FREDERICK HUSS
Adit Sem
ERICK B SIMONDS
EUGENE PAUL SNINSKI
LISA HELEN SNINSKI
KAREN MARIE CAPEN
PHYLLIS HELEN CAPUTO
MICHAEL ANTHONY BARBIERI
DARREN EUGENE ODOM
MICHAEL JOHN HREHOVCIK
Alexis Jaeger
THOMAS MICHAEL KUNZ
MICHAEL HENRY BRODERICK
JAMES FRANCIS CAPEN
DARREN ARMETTA
MICHELLE L HASSANI
BRIAN JEFFREY BLAIR
RICHARD JAMES CALABRO
TODD ANDREW SCHAEFER
ANGELO J CIACCO
LISA ANN PARISI
Scott Wayne Mondry
Gillian M ARcher
JACK ANTHONY FORLENZA
FRANK ANTHONY CARDIA
Paul Kuleska

Within 25 miles of Brick, NJ, Best Investors lists 202 registered investment advisory firms with 526 offices nearby, managing about $14.5T in combined regulatory AUM across 3,051,217 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 Brick

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