Best Investors Account Sign in

Best financial advisors in Oak Valley, NJ

Registered advisers within 25 miles of Oak Valley, NJ.

Offices
1,501
Firms
638
Combined AUM
$21.8T
Firm-wide filings, not assets booked only here
Clients
3.49M
3,489,186 clients when Item 5C has a number
Avg / client
$6.26M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
ANCHORED FINANCIAL PLANNING LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
DARBY INVESTMENT SERVICES LLC
PARK AVENUE SECURITIES LLC
TA CAPITAL MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
STATE FARM INVESTMENT MANAGEMENT CORP.
KENNEDY INVESTMENT GROUP

Investors

Gabriele Salvatore Mastrobuono
Frank R Myers
CHRISTINE LYN OLIVER
James Aloysius Kelleher
Cody R Edminster
Robert John Stahler
Paul Bechtelheimer
Lauren Elizabeth Cosgrove
Jason Reeves
ANTHONY CHARLES MAGNOTTA
LAURA MARYANN MARZANO
KELLY JEAN BOYLAN
NICHOLAS JOSEPH FRESOLONE
CHRISTINE MARIE PIERCE
Julia Elizabeth Marino
ANNMARIE COOK
MARK ANTHONY COOK
ASHISHKUMAR MANSUKHLAL SANGHAVI
CHARLES THOMAS STRANO
Kenneth Adrian Darby
DANIEL PATRICK ANDERSON
MATTHEW D PURZYCKI
Edward Ross Levene
CHRISTOPHER MICHAEL JACKOWSKI
DANIEL LORENZO PELOSI
GARY MICHAEL STILES
Raymond P Trost
Robert Gerad Mason
Harvey William Dash
HENRY J. SCHROEDER
James Francis Messner
Alexa Comey
JOHN WILLIAM KENNEDY
KEITH ROBERT HERING
JOSEPHINE A STAGLIANO
JOSEPH MICHAEL JOHNSON
KIMBERLY ANN Daniels
TODD PANTO
JAMES ROBERT SGRO
RUSSELL CLAYTON JOHNSON
Nicholas A Johnson

Within 25 miles of Oak Valley, NJ, Best Investors lists 638 registered investment advisory firms with 1,501 offices nearby, managing about $21.8T in combined regulatory AUM across 3,489,186 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 Oak Valley

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM