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Best financial advisors in Freehold, NJ

Registered advisers within 25 miles of Freehold, NJ.

Offices
931
Firms
333
Combined AUM
$16.5T
Firm-wide filings, not assets booked only here
Clients
3.32M
3,315,240 clients when Item 5C has a number
Avg / client
$4.98M
Combined AUM ÷ clients

Nearby offices

Firms

WORLD INVESTMENT ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
GLEN EAGLE ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
CITIZENS SECURITIES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PNC WEALTH MANAGEMENT LLC
TD PRIVATE CLIENT WEALTH LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
ICN HOLDING
KESTRA ADVISORY SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
ARPP
PM ADVISORS LLC
LPL ENTERPRISE, LLC
INDEPENDENT FINANCIAL GROUP, LLC

Investors

BRIAN HUNT FREEMAN
MARK ALEXANDER VANNAUKER
FRANK JOSEPH BAIRD
RYAN MICHAEL ORSLEY
STEVEN CHARLES KOCHENOUR
SHANNON A SCHIAVO
KATHY ANNE LOBUE
HOWARD RANDY ORLICK
MICHAEL STEVEN WELGER
Prescilla Ting-Murphy
Vincent F Cacciolo
KEVIN JAMES COTTRELL
ANGELA DAWN THAYER
NICOLE PAMELA KEVOIAN
Christopher Kostecki
Stephen Joseph Borriello
ALEXANDER JAMES SAULON
ALFRED JOSEPH POLIZZOTTO
MICHAEL A FISH
RONALD JAMES LOMANGINO
ERIC SCOTT COLELLA
KEVIN HUTNIK
WILLIAM ANDREW GRUNDIG
ERIC MICHAEL SWEENEY
ZAK SHAIK
Janet Arleen Petrik
GAETANO ANTHONY GUERRA
MICHAEL JOSEPH CARLUCCI

Within 25 miles of Freehold, NJ, Best Investors lists 333 registered investment advisory firms with 931 offices nearby, managing about $16.5T in combined regulatory AUM across 3,315,240 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 Freehold

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 INVESCO ADVISERS, INC. 217 advisers $750B AUM 8 BLACKROCK INVESTMENT MANAGEMENT, LLC 81 clients · 711 advisers $677B AUM