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Best financial advisors in Holmdel, NJ

Registered advisers within 25 miles of Holmdel, NJ.

Offices
1,520
Firms
570
Combined AUM
$24.8T
Firm-wide filings, not assets booked only here
Clients
3.42M
3,415,158 clients when Item 5C has a number
Avg / client
$7.27M
Combined AUM ÷ clients

Nearby offices

Firms

WORLD INVESTMENT ADVISORS, LLC
EDWARD JONES
LATITUDE ADVISORS, LLC
PENSION PARAMETERS FINANCIAL SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MILLER TABAK ASSET MANAGEMENT
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
ROYAL FUND MANAGEMENT, LLC
GRANTVEST FINANCIAL GROUP LLC
OSAIC WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC

Investors

CHRISTOPHER MICHAEL BRIAMONTE
Michael S Guerrero
KENNY AVENIL
KEVIN FRANCIS MCCORMACK
THOMAS CHRISTOPHER CORLEY
Randolph Adams
JOHN HARRIS KONECKY
LINDA JEAN PRESSLER
THOMAS VASTARDIS
VINCENT PHILIP PASSARIELLO
RALPH ERNEST ROSENBAUM
JOHN AZAR ZAKAR
CHRISTOPHER RUSSO
EUGENE MICHAEL GIORDANO
PETER LAWRENCE GRAHAM
PETER L GRAHAM
GREGORY GUENTHER
ANTHONY JOSEPH CAPUTO
GEORGE CHARLES DRAWBAUGH
JOSEPH CAMMAYO
GAH W WONG
ANTHONY JOSEPH CALTABILOTA
FRANK PAUL HELLRIEGEL
James Holman
Richard E Widmer
MICHAEL ANDREW VITKANSAS
DAVID MICHAEL KRIETZBERG
Brooke Juliana Vaccaro
FRANCIS R HACKETT

Within 25 miles of Holmdel, NJ, Best Investors lists 570 registered investment advisory firms with 1,520 offices nearby, managing about $24.8T in combined regulatory AUM across 3,415,158 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

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