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Best financial advisors in Wildwood Crest, NJ

Registered advisers within 25 miles of Wildwood Crest, NJ.

Offices
66
Firms
36
Combined AUM
$9.46T
Firm-wide filings, not assets booked only here
Clients
2.26M
2,258,279 clients when Item 5C has a number
Avg / client
$4.19M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
WORLD INVESTMENT ADVISORS, LLC
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
RAYMOND JAMES & ASSOCIATES, INC.
OXLEY CAPITAL MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WELLS FARGO CLEARING SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
TD PRIVATE CLIENT WEALTH LLC
PRIVATE ADVISOR GROUP, LLC
MADISON AVENUE SECURITIES, LLC

Investors

Jacqueline Fulginiti Fiore
MARK H ROSZKOWSKI
TOD DONALD SHOFFLER
ROBERT PATRICK GLEASON
MICHAEL ALBERT KOSUP
Donna L. Ferren
Allison K Kruse
JOHN MICHAEL OXLEY
GREGG BENJAMIN REICH
CHRISTOPHER JAMES SHOEMAKER
ASHLEY NICOLE MOORE
KEVIN MICHAEL FARRELL
MATTHEW ROBERT MENKE
AMY BETH DRISCOLL WEINBERGER
MICHAEL DENNIS DE MARCO
DONALD WAYNE ROBBINS
EVAN HERRING
MATTHEW KINARD GLENN
JOHN JOSEPH CROSBY
HEATHER M CRIPPS
Dennis Pelaez-Robles
Sarah K Schall
Eric K Duca
MICHAEL PAUL CAPRIOTTI
THOMAS J. FITZPATRICK
Diane Ellen Beamer

Within 25 miles of Wildwood Crest, NJ, Best Investors lists 36 registered investment advisory firms with 66 offices nearby, managing about $9.46T in combined regulatory AUM across 2,258,279 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 Wildwood Crest

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM