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Best financial advisors in Cliffwood Beach, NJ

Registered advisers within 25 miles of Cliffwood Beach, NJ.

Offices
4,908
Firms
3,098
Combined AUM
$59.3T
Firm-wide filings, not assets booked only here
Clients
4.71M
4,714,073 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SHAPIRO FINANCIAL SECURITY GROUP, INC.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CALTON & ASSOCIATES, INC.
CAPITAL B ADVISORY SERVICES LLC
A.G.P. / ALLIANCE GLOBAL PARTNERS
INTEGRATED WEALTH CONCEPTS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
PENSION PARAMETERS FINANCIAL SERVICES, INC.
WORLD INVESTMENT ADVISORS, LLC
UNIQUE FINANCIAL ADVISORS LLC
PNC WEALTH MANAGEMENT LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES

Investors

GREGORY POMERANTSEV
Ricardo Bruce Lee
RICHARD JEFFREY LOBER
Devon Jacob Shapiro
MICHAEL SERRAPICA
ANTHONY DEGREGORIO
KENNETH BART SHAPIRO
ANTHONY GIORDANO
MICHAEL RICHARD BRENNAN
Dane DeBartolo
Jonathan Morrell Moody
GARRY BALE
MATTHEW JON MASON
WOODROW WILSON WILLEY
ANTHONY ROMANO
Daniel Bodnar
SARAH PETER
NILOS THEODORE SAKELLARIOU
LAWRENCE THOMAS TULENKO
CRAIG RICHARD MARGOLIES
JAMES EDWARD PINZKER
Patricia Carroll Van Pelt
WILLIAM WELLS VAN PELT
Robert Neil Maxson
SARAH LOUISE GRAY
STEPHEN MICHAEL TOMKINS
SHAUN WOLCOTT
ZAKKOUR H CHIVI
CHRISTOPHER RUSSO
KEVIN FRANCIS MCCORMACK
THOMAS CHRISTOPHER CORLEY
VID PONNAPALLI
Maha Gannavaram
Dhvani Udani
Keith Woetzel
RICHARD FRANCIS BARBERI
FREDERICK HALILI IGARTA
CHRISTOPHER MICHAEL BRIAMONTE
Michael S Guerrero

Within 25 miles of Cliffwood Beach, NJ, Best Investors lists 3,098 registered investment advisory firms with 4,908 offices nearby, managing about $59.3T in combined regulatory AUM across 4,714,073 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 Cliffwood Beach

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