Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Avalon, NJ
Every SEC-registered investment adviser representative at a firm office in Avalon, with the firms that employ the most of them.
7 registered advisors work in Avalon; the most are at Commonwealth Financial Network (2). 3 list the CFP designation and 6 are also registered broker representatives.
Firms with the most advisors in Avalon
Advisors in Avalon, A to Z
CFP advisors in Avalon →- James BarronStrategic Advisers LLC
- Kevin D. BarryCantata Wealth Management, LLC · Certified Financial Planner, Chartered Financial Analyst
- Andrew J. Bilotta Jr.Raymond James & Associates, Inc. · Certified Financial Planner
- Garrett C. HynsonCommonwealth Financial Network
- Scott A. HynsonCommonwealth Financial Network
- Andrew J. LavelleMerrill Lynch, Pierce, Fenner & Smith Incorporated
- David C. MarshallUBS Financial Services Inc. · Certified Financial Planner
Other cities in New Jersey
All of New Jersey →Morristown 1,048Princeton 828Paramus 731Red Bank 678Weehawken 605Pennington 590Florham Park 573Summit 470Jersey City 463Marlton 385Parsippany 321Short Hills 267Mount Laurel 255Warren 171Bedminster 161Cherry Hill 155Wall 154Iselin 144Fairfield 143Bridgewater 135Holmdel 131Shrewsbury 128Manasquan 123Toms River 116
Questions
How many financial advisors are in Avalon, NJ?
7 investment adviser representatives are registered at firm offices in Avalon, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 6 of them are also registered as broker representatives, and 3 list the CFP designation.
Which firm has the most financial advisors in Avalon?
Commonwealth Financial Network, with 2 registered advisors in Avalon, followed by Cantata Wealth Management, LLC with 1.
How do I check a financial advisor in Avalon?
Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.