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Best financial advisors in Monmouth Beach, NJ

Registered advisers within 25 miles of Monmouth Beach, NJ.

Offices
933
Firms
274
Combined AUM
$14.7T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,053,223 clients when Item 5C has a number
Avg / client
$4.82M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BYRON PLACE CAPITAL MANAGEMENT, LLC
EX/ANTE LLC
OSAIC WEALTH, INC.
DABRA CAPITAL PARTNERS, LLC
WORLD INVESTMENT ADVISORS, LLC
BOERUM HILL FINANCIAL ADVISORS LLC
RAIJIN AI
EDWARD JONES
CITIGROUP GLOBAL MARKETS INC.
SNOWDEN CAPITAL ADVISORS LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

ATUL CHINUBHAI SHAH
Nicholas Andre Azcona
GLENN ALAN GAWRONSKI
DAVID MARK BIEBELBERG
MATTHEW H GARBER
Michael Lewicki
Brianna Panico
CHRISTOPHER MICHAEL GRAZIANO
EDWARD CARANNANTE
Daniel Hennessy Mulroe
JOHN EDWARD GRAZIANO
KEITH WALTER NECKLEN
JOSEPH ANTHONY GRAZIANO
DANIEL TAORMINA
THERESA ANN MITCHELL
Matthew Adrian Snyder
LIAM CASEY
Scott Wayne Mondry
ALAINA SPILKEVITZ
JOSEPH LOUIS BERNHEIMER
Vanshika Mahajan
MARGARITA MENAKERMAN
JIMMY QUACH
Jonel Ramus
JAMES FUNG NG
TERRENCE PAUL LAMBERT
BRIAN KENNETH FEINBERG
KHIONNE NOEL AWER
Scott John Skorobohaty
JESSICA E LEE
Jalen Alexi Checo
JEFFREY C THOMAS
Marlon Moses
Alex M Fels
William McElroy
Charles Millas
Nancy H Stewart
Thomas L Laporta

Within 25 miles of Monmouth Beach, NJ, Best Investors lists 274 registered investment advisory firms with 933 offices nearby, managing about $14.7T in combined regulatory AUM across 3,053,223 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 Monmouth Beach

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