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Best financial advisors in Matawan, NJ

Registered advisers within 25 miles of Matawan, NJ.

Offices
1,919
Firms
773
Combined AUM
$28.7T
Firm-wide filings, not assets booked only here
Clients
3.43M
3,430,687 clients when Item 5C has a number
Avg / client
$8.36M
Combined AUM ÷ clients

Nearby offices

Firms

AMERITAS ADVISORY SERVICES, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
ROYAL FUND MANAGEMENT, LLC
GRANTVEST FINANCIAL GROUP LLC
OSAIC WEALTH, INC.
MILLER TABAK ASSET MANAGEMENT
LATITUDE ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
PENSION PARAMETERS FINANCIAL SERVICES, INC.
WORLD INVESTMENT ADVISORS, LLC
INDOUSEQUITIES LLC
EQUITABLE ADVISORS, LLC
STERN CAPITAL MANAGEMENT, INC.

Investors

GREGORY JOSEPH NAPOLITANO
CHARLES FRANCIS GIORDANO
CHRISTINE LEE FREDERICKS
MARGARET MARY KELLEHER
ERIC JUSTIN KALMA
KENNETH EWING SHINE
PATRICIA TROTTA
FRANK Anthony COLAVOLPE
RALPH ERNEST ROSENBAUM
JOHN AZAR ZAKAR
GREGORY GUENTHER
ANTHONY JOSEPH CAPUTO
GEORGE CHARLES DRAWBAUGH
JOSEPH CAMMAYO
GAH W WONG
ANTHONY JOSEPH CALTABILOTA
THOMAS VASTARDIS
JOHN HARRIS KONECKY
LINDA JEAN PRESSLER
KENNY AVENIL
Amira Ibrahim
Leandro DaCosta
John Schade
KEVIN FRANCIS MCCORMACK
THOMAS CHRISTOPHER CORLEY
Remon Dawood
LAV KUMAR VARMA
Robert John Pallitto
ALAN BRIAN STERN
LINDA ANTONELLI NISSEN

Within 25 miles of Matawan, NJ, Best Investors lists 773 registered investment advisory firms with 1,919 offices nearby, managing about $28.7T in combined regulatory AUM across 3,430,687 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 Matawan

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 PGIM, INC. 2 clients · 5 advisers $1.13T AUM 8 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM