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Best financial advisors in Island Heights, NJ

Registered advisers within 25 miles of Island Heights, NJ.

Offices
305
Firms
112
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
1.73M
1,727,092 clients when Item 5C has a number
Avg / client
$7.13M
Combined AUM ÷ clients

Nearby offices

Firms

ALLSTATE FINANCIAL ADVISORS, LLC
JANNEY MONTGOMERY SCOTT LLC
WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
SANTANDER SECURITIES LLC
INTEGRITY ALLIANCE, LLC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WORLD INVESTMENT ADVISORS, LLC
PNC WEALTH MANAGEMENT LLC
DAVIDSON WEALTH MANAGEMENT LLC
NEXT GENERATION WEALTH PLANNING, LLC
LPL FINANCIAL LLC
THE FARAGI GROUP
FELDMAN FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
TD PRIVATE CLIENT WEALTH LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

MICHELLE L HASSANI
James A Rachlin
LEROY PHILIP RACHLIN
MOHAMMED EZZAT KORANY
MICHAEL ROBERT COHEN
Adit Sem
ERIK RANDOLPH ESCOBAR
JULIAN JOSEPH LOUIS GESSA
MATTHEW STOLL
Daniela V Vizcaino
JOSEPH MICHAEL WASHCO
Evan James Fleischman
RICHARD EDWARD PROZZO
KRISTOPHER MICHAEL SEVCENKO
RICHARD JOSEPH PROZZO
YALE J LEVEY
PAUL WILLIAM HA
JOSEPH NONE FARAGI
CARL FRANCIS FELDMAN
HEATHER B BARONE
ROBERT JOHN RICHARDS
GONZALO D MALDONADO
JODY FREDERICK HUSS
EDWARD MONTAGNA
JAMES J GIORDANO

Within 25 miles of Island Heights, NJ, Best Investors lists 112 registered investment advisory firms with 305 offices nearby, managing about $12.3T in combined regulatory AUM across 1,727,092 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 Island Heights

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM