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Best financial advisors in Ocean City, NJ

Registered advisers within 25 miles of Ocean City, NJ.

Offices
90
Firms
43
Combined AUM
$9.60T
Firm-wide filings, not assets booked only here
Clients
517K
516,696 clients when Item 5C has a number
Avg / client
$18.6M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO CLEARING SERVICES, LLC
OSAIC WEALTH, INC.
EDWARD JONES
KESTRA ADVISORY SERVICES, LLC
TD PRIVATE CLIENT WEALTH LLC
PNC WEALTH MANAGEMENT LLC
CAPITOL SECURITIES MANAGEMENT, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
LPL FINANCIAL LLC
ALLSTATE FINANCIAL ADVISORS, LLC
SINDIA CAPITAL ADVISERS, LLC
ROCKCREST FINANCIAL LLC
HORNOR, TOWNSEND & KENT, LLC
MADISON AVENUE SECURITIES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

MARC CAMPANARO
DANIEL MICHAEL KOCH
LORI LYNN GALLELLI
Nathan Taylor Petrinec
Robert Madara
THOMAS ERIC REICH
AMY JENNIFER MAHON
Kyle Ian McClure
JODIE MICHELLE BOOTH
ROBERT L BUSH
ZAINAB BILGRAMI
ROBERT JAMES JONES
JOSEPH J FUMO
ROBERT GREEN
PATRICK ANTHONY DAGOSTINO
JASON S KIEFER
JEFFREY CHARLES SHIRK
DAVID ALLEGRETTO
JOHN EDWARD SHIRK
MARK RICHARD REIMET
Sean Everett Wilson
STEVEN ALAN BOORSTEIN
JOHN PHILIP FREDRICK
Aiden Thomas Boorstein
Joseph Matthew DiMarco
MARISELA TORRES-HERNANDEZ
ROBERT SCOTT BAXTER
THOMAS J. FITZPATRICK
Diane Ellen Beamer
ALLYSON JILL PROCACCINI
GREGORY R COLUCCI
Timothy John Davis
WILLIAM HENRY PENNY
FRANK WILLIAM FAVERZANI
STAVROULA KOUTSFETSOULIS
LAWRENCE ANTHONY VAN OLLEFEN
STEPHEN ANTHONY GRIMMIE
JAMES MARTIN MEIS
Mary Kay Gilbert
Holli Emma Delgado
Christine M Nealis

Within 25 miles of Ocean City, NJ, Best Investors lists 43 registered investment advisory firms with 90 offices nearby, managing about $9.60T in combined regulatory AUM across 516,696 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 Ocean City

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 3 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM