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Best financial advisors in Lakehurst, NJ

Registered advisers within 25 miles of Lakehurst, NJ.

Offices
464
Firms
160
Combined AUM
$14.1T
Firm-wide filings, not assets booked only here
Clients
2.09M
2,091,296 clients when Item 5C has a number
Avg / client
$6.72M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
WELLS FARGO CLEARING SERVICES, LLC
JANNEY MONTGOMERY SCOTT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC
NJ CAPITAL MANAGEMENT
FORTUNE CAPITAL MANAGEMENT LLC

Investors

DAVID FLEMING CROSSAN
Carmela Patricia Michaels
YITZCHAK Z GOLDSMITH
HEATHER B BARONE
ROBERT JOHN RICHARDS
MOHAMMED EZZAT KORANY
PAUL DINUNZI
James A Rachlin
LEROY PHILIP RACHLIN
Richard E Widmer
James Anthony Sturiale
Jason Michael Abramowitz
JEREMIAH FRANCIS MC NAMARA
KAREN S WARDE
THOMAS G CHIARAVALLOTI
JEFFREY ALLAN VAN DEMARK
LAURA ANN BOZEK
CHRISTOPHER GALLEGOS
JAMES D JACKSON JR
Raymond John Sura
Matthew Leonard Sura
Logan James Murphy
ANNE E KRALJIC
ROBERT RICHARD HANNAM
MICHAEL ROBERT COHEN
Thomas James Noon
joshua nussbaum
Efraim Yungreis
Chaim Meir Weinreb
JACOB IRVING ROSENBERG
Moshe Sussman
JONATHAN C RANIERI
CAROLINE MISSAK

Within 25 miles of Lakehurst, NJ, Best Investors lists 160 registered investment advisory firms with 464 offices nearby, managing about $14.1T in combined regulatory AUM across 2,091,296 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 Lakehurst

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