Best Investors Account Sign in

Best financial advisors in Holmdel Village, NJ

Registered advisers within 25 miles of Holmdel Village, NJ.

Offices
1,484
Firms
560
Combined AUM
$24.8T
Firm-wide filings, not assets booked only here
Clients
3.41M
3,414,766 clients when Item 5C has a number
Avg / client
$7.26M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
INDOUSEQUITIES LLC
JOSEPH C. KELLY & ASSOCIATES, INC.
SHAPIRO FINANCIAL SECURITY GROUP, INC.
OSAIC WEALTH, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CALTON & ASSOCIATES, INC.
A.G.P. / ALLIANCE GLOBAL PARTNERS
INTEGRATED WEALTH CONCEPTS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
PNC WEALTH MANAGEMENT LLC
UNIQUE FINANCIAL ADVISORS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

ANINDITA DHAR
MATTHEW WILLETT TAYLOR
TODD JASON ROSENBLATT
CHRISTOPHER VENUTO
SAID ABOUOMAR
PAUL DOUGLAS JETTER
Christopher Bonfiglio
JOSEPH ROBERT BONFIGLIO
JOSEPH C KELLY
Devon Jacob Shapiro
MICHAEL SERRAPICA
ANTHONY DEGREGORIO
KENNETH BART SHAPIRO
ANTHONY GIORDANO
MICHAEL RICHARD BRENNAN
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
RICHARD JEFFREY LOBER
John Schade
GREGORY POMERANTSEV
Ricardo Bruce Lee
Amira Ibrahim
Leandro DaCosta
Keith Woetzel
RICHARD FRANCIS BARBERI
VID PONNAPALLI
Maha Gannavaram
Dhvani Udani
FREDERICK HALILI IGARTA

Within 25 miles of Holmdel Village, NJ, Best Investors lists 560 registered investment advisory firms with 1,484 offices nearby, managing about $24.8T in combined regulatory AUM across 3,414,766 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 Holmdel Village

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 2 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 3 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 4 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 5 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 6 CAPTRUST 963 advisers $1.24T AUM 7 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 8 MANAGED ACCOUNT ADVISORS LLC 27 advisers $995B AUM