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Best financial advisors in Sea Isle City, NJ

Registered advisers within 25 miles of Sea Isle City, NJ.

Offices
83
Firms
39
Combined AUM
$9.67T
Firm-wide filings, not assets booked only here
Clients
912K
911,686 clients when Item 5C has a number
Avg / client
$10.6M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PRIVATE ADVISOR GROUP, LLC
MADISON AVENUE SECURITIES, LLC
HORNOR, TOWNSEND & KENT, LLC
TD PRIVATE CLIENT WEALTH LLC
WELLS FARGO CLEARING SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC
CAPITOL SECURITIES MANAGEMENT, INC.
AMERITAS ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
PNC WEALTH MANAGEMENT LLC

Investors

Sarah K Schall
Eric K Duca
MICHAEL PAUL CAPRIOTTI
THOMAS J. FITZPATRICK
Diane Ellen Beamer
Joseph Matthew DiMarco
Dennis Pelaez-Robles
DONALD WAYNE ROBBINS
EVAN HERRING
MATTHEW KINARD GLENN
THOMAS ERIC REICH
AMY JENNIFER MAHON
Kyle Ian McClure
JODIE MICHELLE BOOTH
ROBERT L BUSH
JOSEPH J FUMO
ROBERT GREEN
PATRICK ANTHONY DAGOSTINO
JOHN JOSEPH CROSBY
MICHAEL DENNIS DE MARCO
GREGG BENJAMIN REICH
CHRISTOPHER JAMES SHOEMAKER
ASHLEY NICOLE MOORE
Allison K Kruse
MARC CAMPANARO
DANIEL MICHAEL KOCH
LORI LYNN GALLELLI
Nathan Taylor Petrinec
Robert Madara
ROBERT JAMES JONES
ZAINAB BILGRAMI

Within 25 miles of Sea Isle City, NJ, Best Investors lists 39 registered investment advisory firms with 83 offices nearby, managing about $9.67T in combined regulatory AUM across 911,686 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 Sea Isle City

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 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