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Best financial advisors in Cape May, NJ

Registered advisers within 25 miles of Cape May, NJ.

Offices
62
Firms
37
Combined AUM
$9.93T
Firm-wide filings, not assets booked only here
Clients
2.26M
2,260,919 clients when Item 5C has a number
Avg / client
$4.39M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
OSAIC WEALTH, INC.
OXLEY CAPITAL MANAGEMENT, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
WORLD INVESTMENT ADVISORS, LLC
RAYMOND JAMES & ASSOCIATES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
AMERIPRISE FINANCIAL SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
TD PRIVATE CLIENT WEALTH LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

MATTHEW ROBERT MENKE
KEVIN MICHAEL FARRELL
AMY BETH DRISCOLL WEINBERGER
JOHN MICHAEL OXLEY
Donna L. Ferren
HEATHER M CRIPPS
ROBERT PATRICK GLEASON
Jacqueline Fulginiti Fiore
MARK H ROSZKOWSKI
TOD DONALD SHOFFLER
MICHAEL ALBERT KOSUP
Allison K Kruse
GREGG BENJAMIN REICH
CHRISTOPHER JAMES SHOEMAKER
ASHLEY NICOLE MOORE
MICHAEL DENNIS DE MARCO
JOHN JOSEPH CROSBY
DONALD WAYNE ROBBINS
EVAN HERRING
MATTHEW KINARD GLENN
Dennis Pelaez-Robles
MICHAEL BLAND JOHNSON
KATHLEEN MARY RYAN
KRISTEN RAE JONES
JUSTIN BARTON LYNAM
CHRISTOPHER WILLIAM VONLINDENBERG
Sarah K Schall
Eric K Duca
Coty Tyler Schnake
CRAIG JOSEPH LUSCO
DONALD J STEGALL
LARRY JOSEPH MURPHY

Within 25 miles of Cape May, NJ, Best Investors lists 37 registered investment advisory firms with 62 offices nearby, managing about $9.93T in combined regulatory AUM across 2,260,919 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 Cape May

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM