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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

CENTERSQUARE INVESTMENT MANAGEMENT LLC
MMA ASSET MANAGEMENT LLC
MAPLEWOOD GLOBAL VALUE IM, LLC
HORNOR, TOWNSEND & KENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
PATHSTONE
MMA SECURITIES LLC
MARINER
VERDIS INVESTMENT MANAGEMENT, LLC
BARTON INVESTMENT MANAGEMENT, LLC
RH TAILWIND MANAGEMENT, LLC
MATTERHORN CAPITAL ADVISORS, LLC
GKFO, LLC
MEREO CAPITAL PARTNERS, LLC
MORGAN STANLEY AIP GP LP
AVONWOOD CAPITAL MANAGEMENT LLC
PERMIT CAPITAL, LLC
FOREFRONT ANALYTICS, LLC

Investors

Sean Bradley
ROBERT GROSCH
JOSEPH OZAG
TRACY LYNN CHIPMAN
ERIC WILLIAM RHOADS
Jeffrey Zavila
Maria Victoria Colon
ZINA DEVASSAL LAUMAN
Robert Gerraputa
ANTHONY CONDE
Daniel I Forbes
AARON JAY SPAHR
DANIEL PETER PETROVICH
STEPHEN BARD SCHAACK
GIANNA MARIE KENNEDY
JEREMIAH JOSEPH KENNEDY
VICTORIA MARIE ROBINSON
Lawrence William Schierl
Mark Jones
AARON JOSEPH ARNOLD
JEFFREY ALLEN BORROWMAN
SCOTT BRADY STRAWSER
JAMES RAYMOND BISHOF
Stefen Blasingame
ERIC EDWIN KUESTER
Niki Lee Muller
STEVEN CARUSO
JOSEPH ANTHONY DELUCA
MICHAEL SIEBECKER
MICAH TIENSUNG WEI
THOMAS ROLAND SIMONS
MARY ELIZABETH CROMLEIGH
STEVEN L. MINNER
Jacob Matthew Rogers Kowalski
Ashley Christine McNeely
ROGER MATTHEW HERRERA
NICHOLAS MICHAEL LEIGHTON
Alex Ryan Maicks
Amicka Hall
STEPHEN JOSEPH RYAN
BARBARA ROSE DAVIS
LORI RENAE BOGATZ
JOSEPH W NICHOLSON
Allen Keller
Drew Harshaw
SUSANNE MARIE DENBY
Elizabeth Janine Kassen
KRISTOPHER OLSEN
KYLE BOWMAN WILDEMORE
ELIZABETH O'REILLY PATE
ROBERT JOSEPH BIGLEY
GEORGE GENE BRADLEY
DELANA RAQUEL ROMENESKO
Christopher King
MICHAEL LAWRENCE HARTNETT
LISA MARKGRAF
ANDREE HASTOY BLUSKE
SCOTT HENRY ABRAMSON
JOSEPH RONALD PADULA
Sally Acosta-Zarzuela
BRUCE JONATHAN KUNKLE
GARY LOUIS VOGEL
SHRINIVAS PENUGONDA
BRIAN ROBERT PEERS
ROBYN ZITZEWITZ ROSE
DEBORAH KLATZ ROUNICK
MICHELLE RENEE HAND
TIMOTHY RYAN HALL
MICHELE MONGILUTZ BURKHOLDER
MICHAEL C DEFILLIPO
JAMES PATRICK BERGMAIER
THOMAS M MINGER
KAREN ROSSI
BRIAN GEORGE KELNHOFER
BRETT WILLIAM GARRISON
ADAM TODD SHERMAN
DOUGLAS LEE HALL
MICHAEL PAUL GREGOR
THOMAS EDWARD LANDY
NANCY KEOSATHIT GUYNN
KEVIN MICHAEL KENNEDY
HEATH RYAN DAVIS
GUIDO ANDREAS GAEFFKE
JOANNA NINA CRANEY
LISA BETH DAVIS
AVERY JEFFREY STINE
Kyle Andrei Gaeffke
Blake Szymanski
JASON YARNALL
MARSHALL MAYER SHIGON
TODD ROBERT OCKOVIC
LARRY G SUN
JON EDWARD MAITZ
JEREMY JOSEPH PRIAR
RASHON MAURICE HOWARD
JOSEPH BONFANTI
SIMON FILIP
Elijah J Haber
ROBERT MICHAEL HALLIGAN
Xin Sherry Chen
KOBY DEGENHARDT
SAMUEL OWEN MCFALL
MICHAEL WYNTON CROOK
NORA LINDSEY WENTZLER
BRIAN ANDREW MAXWELL
JOSHUA STIRLING GROSS
DAVID JAMES LOGAN
GRETCHEN REGAN
RYAN M CAMPBELL
MICHAEL THOMAS LOCASALE
JENNIFER DAVIS PHAM
SEAN MICHAEL BANNON
PATRICK JOSEPH BURKE
RICHARD WALTER STEVENS
ROBERT M ASKLAR
JACLYN MARIE SHAUGHNESSY
JILL TILZER JOKELSON
MATTHEW GEORGE ROESSER
PAUL MICHAEL VETERI
H William Benjamin SAUTTER
Jonathan Sepe
THOMAS FRANKLIN GUILLEBEAU
Stephen K. Pomposi
Alexandra Azara
L. PAUL DORSEY
HENRY BARTON RILEY
JANNA MARTINELLI FORTE
MICHAEL DONALD JONES
JAMES MCCALL TATLOW
CHRISTOPHER CHARLES GECZY
Charles Herman
ANDREW J GIANNONE
Patrick Andrew Tucci

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