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Best financial advisors in Neptune, NJ

Registered advisers within 25 miles of Neptune, NJ.

Offices
623
Firms
220
Combined AUM
$14.4T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,054,520 clients when Item 5C has a number
Avg / client
$4.72M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
PATHWAYS FINANCIAL PLANNING
WEALTHCARE ADVISORY PARTNERS LLC
DTM ADVISORY GROUP LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KESTRA ADVISORY SERVICES, LLC
HORNOR, TOWNSEND & KENT, LLC
B. RILEY WEALTH ADVISORS, INC.
EXODUS WEALTH, LLC
MML INVESTORS SERVICES, LLC
ARKADIOS WEALTH ADVISORS
PFS INVESTMENTS INC.
LPL FINANCIAL LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
WESTPEAK FINANCIAL
BROOKSTONE WEALTH ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Nicholas Joyce
EILEEN M BURNS
DANIEL D MERKER
BRENDON JOSEPH PIERSON
Daniel Fantozzi
Kristen Nicole Vernace
ROBIN MICHAEL WALSH
BRENDAN HARRY SHEEHAN
ROBERT EDWARD MARINO
Andrew Crawford Ober
EDWARD WILLIAM SCHULER
JEFFREY PAUL ARTHERHOLT
WILLIAM JOHN BERG
STEVEN THOMAS CURRY
CARL ANTHONY DEMARCO
JOHN JOSEPH PADGETT
CHARLES ALBERT CERONE
JOHN ANTHONY MENDES
MARION SOMMER
Michael Morelli
William Clement Franko
Samuel William DiGaetano
MASON FITZPATRICK
ALEXANDER Michael JAKUCS
MATEO PEREZ
TERRENCE SEAN CAREY
JEFFREY ALLAN SHAPIRO
IAN RICHARD RUDERMAN
ROBERT ALLAN BLUNDON
ANTHONY JOSEPH CANDEROZZI
GERALD CHARLES JARMUSIK
CHARLES ANTHONY LAMBERT
SEAN MICHAEL DONLAN
ERIK JORDAN GAINES
EVAN SAMUEL SILVERSTEIN
KENNETH WESLEY MILLS
TIMOTHY J KORWIN
Matthew Francis Catania
Adam F Potulski
AUSTIN CHARLES CIOFFI
Ricardo E Dager
Christopher Kinzler
Parker Edward Nickelsen
Thomas Peter Chiellini
NORMAN STEWART CHEVLIN
THOMAS JOHN WIECZERAK
MICHAEL WAYNE SUMI
ROBERT WILLIAM CLAYTON
THOMAS LUCIA
MATTHEW D SIEGEL
DOUGLAS EUGENE BERRY
PATRICK MICHAEL CONNELLY
ERIC KARLIK
CHARLES MARK RINGWALD
Shimon Heimfeld
GEORGIA MARIA CHRISTODOULOU
KARL HEINZ LORCH
RONALD NORMAN YORK
Ronnie D Howard
JANET SANTA SHERRY
Philip Simone
ALAN STUART BERGER
EDWARD HORIGAN
JEFFERY J. QUINN
JAMES PETER GRECO
GARRETT JOSEPH GRECO
Thomas Patrick Campbell
VICTOR JOSEPH
GREGORY PAUL DILODOVICO
DONALD ROBERT COLLINS
COLIN JAMES HEANEY
STEPHEN JOSEPH AGRISTA
Alyssa Leonor Saavedra
PERRY PAUL WEYSER

Within 25 miles of Neptune, NJ, Best Investors lists 220 registered investment advisory firms with 623 offices nearby, managing about $14.4T in combined regulatory AUM across 3,054,520 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 Neptune

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