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Best financial advisors in Spring Lake Heights, NJ

Registered advisers within 25 miles of Spring Lake Heights, NJ.

Offices
559
Firms
213
Combined AUM
$14.1T
Firm-wide filings, not assets booked only here
Clients
3.05M
3,051,892 clients when Item 5C has a number
Avg / client
$4.63M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
WORLD INVESTMENT ADVISORS, LLC
OSAIC WEALTH, INC.
MAI CAPITAL MANAGEMENT, LLC
EQUITABLE ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
KINGSWOOD WEALTH ADVISORS, LLC
WORLD EQUITY GROUP, INC.
FIREWEED VENTURES MANAGEMENT, LLC

Investors

TIMOTHY F GRABLE
Joseph Edward Serzan
ROBERT JAMES D'ANDRIA
JOSEPH GIACCHI
MICHAEL VIRGILIO
THOMAS CHRISTOPHER FROEHLICH
LAURA MARIE HICKMAN
CLIFF SCHMARDEL
DEBRA ANN FOURNIER
DOROTHY ANN WILSON
JOHN EDWARD MCDONOUGH
Erin Azambuja
JOHN W WEBER
LAURA JEANNE STAMBERGER
KEVIN E. LYNCH
CONOR JOHN EGAN
WILLIAM JOSEPH EGAN
Joseph W. Tenpenny
ROBERT SCOTT POWELL
BRANDON KEITH MCKOWN
VINCENT STEPHEN LUCCHESI
KIM DESIO
JASON LAWRENCE MIERAS
LAWRENCE JOHN MIERAS
Shannon Powell
RHONDA APRIL WIND
PETER FRANCIS PABON
FILLIP GERSHON
DAVID MATHEW WREN
DEBORAH LYNN PRIVETERA
Mark R Aumack
Shaun Ahern
Hunter Joseph Gutierrez

Within 25 miles of Spring Lake Heights, NJ, Best Investors lists 213 registered investment advisory firms with 559 offices nearby, managing about $14.1T in combined regulatory AUM across 3,051,892 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 Spring Lake Heights

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