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Best financial advisors in Castle Point, NJ

Registered advisers within 25 miles of Castle Point, NJ.

Offices
5,998
Firms
3,385
Combined AUM
$59.8T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,721,257 clients when Item 5C has a number
Avg / client
$12.7M
Combined AUM ÷ clients

Nearby offices

Firms

BARNEGAT FUND MANAGEMENT INC.
LPL FINANCIAL LLC
HUDSON OAK WEALTH ADVISORY LLC
HIGH TRAIL CAPITAL
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
ERNST & YOUNG INVESTMENT ADVISERS LLP
FAROPOINT VENTURES, LLC
METAURUS ADVISORS LLC
WORLD INVESTMENT ADVISORS, LLC
HUDSON EDGE INVESTMENT PARTNERS, INC.
AXQ CAPITAL, LP
ANOVA S. TECH LLC
WEDBUSH SECURITIES INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MANAGED ACCOUNT ADVISORS LLC

Investors

Marissa A Cosenza
BRIAN FRANCIS SHEAHEN
JOHN MCGUINNESS
Charles Lees
Gary S. Schwarzman
Bohdan Y. Paslawskyj
Julian Perez
DAVID John SCHOLTEN
MICHAEL JAMES HYLAND
ROMESH RAMBARRAN
NICHOLAS SEGOVIA
EMILIO JOSE SOLORZANO
JOHN W REHONIC
John William Rehonic
STEVENS COPELAND SHEPPARD
EDWARD GERARD SPIEGEL
KEVIN MICHAEL SESNY
Eileen ELIZABETH O'Donnell
Thomas J Stergiou
SARAH C BERTOT
DARSHANA V PATEL
Pradley Jefferson Casseus
Karen Mcghee
David Edgar
Sara E Michal
COURTNEY BAKER
Candice Hobbs
Leslie Alaine Harmel
Regina R Forest
Amy Amico
RANDI S ZAMAZAL
William Daniel Joyce
Kristy Marie Wilson
CAROL M LOGRASSO
JASON C OSMER
MATTHEW SCOTT BALL
RICHARD G PETRASEK
ROBERT SPENCER VAN PELT
MELISSA CRUZ
ELENA MAKOVSKAYA
Vincent M Carestia
Timothy Munson
KATHLEEN Rita DONAWAY
Alexandra Kayes
TIMOTHY FRANCIS GOODWIN
KYLE RONALD NAKAMURA
Megan McGarrigal
RAJYASHREE JALAN
MICHAEL J MOCHAN
TERRANCE JOHN BREEN
MATTHEW JOSEPH MOGLIA
JAYMIE TRISHA LEDESMA TAN
Chris Zito
YUEQUAN WAN
Joseph Demaio
CLAUDIA A MUINDI
STEPHEN PAUL SARPI
Justin Robert Capone
JOHN JOSEPH CAPELLI

Within 25 miles of Castle Point, NJ, Best Investors lists 3,385 registered investment advisory firms with 5,998 offices nearby, managing about $59.8T in combined regulatory AUM across 4,721,257 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 Castle 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