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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Holmdel, NJ

Every SEC-registered investment adviser representative at a firm office in Holmdel, with the firms that employ the most of them.

131 registered advisors work in Holmdel; the most are at LPL Enterprise, LLC (45). 0 list the CFP designation and 120 are also registered broker representatives.

Firms with the most advisors in Holmdel

FirmAdvisors in Holmdel
LPL Enterprise, LLC news45
Park Avenue Securities LLC16
A.G.p. / Alliance Global Partners14
LPL Financial LLC news13
Empire Financial Management Company, LLC9
Ameriprise Financial Services, LLC news4
Osaic Wealth, Inc. news4
Unique Financial Advisors LLC3
Cetera Investment Advisers LLC news2
Edward Jones news2
Morgan Stanley news2
Newedge Advisors2
Strategic Advisers LLC2
Condor Capital Wealth Management1
Equitable Advisors, LLC news1
Fortis Group Advisors LLC1
Hbks Wealth Advisors1
Hillcrest Wealth Advisors - Ny, LLC1
Indousequities LLC1
Integrated Wealth Concepts LLC1
Kestra Advisory Services, LLC news1
PNC Wealth Management LLC1
Pinnacle Associates, Ltd.1
Raymond James & Associates, Inc. news1
Robertson Stephens1

Advisors in Holmdel, A to Z

Search all of New Jersey →

Other cities in New Jersey

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Morristown 1,174Princeton 891Paramus 772Red Bank 742Weehawken 631Florham Park 612Pennington 596Summit 488Jersey City 480Marlton 401Parsippany 337Short Hills 296Mount Laurel 283Warren 187Bedminster 176Fairfield 159Cherry Hill 156Wall 156Bridgewater 145Iselin 142Shrewsbury 136Toms River 125Wayne 122Manasquan 117

Questions

How many financial advisors are in Holmdel, NJ?

131 investment adviser representatives are registered at firm offices in Holmdel, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 120 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Holmdel?

LPL Enterprise, LLC, with 45 registered advisors in Holmdel, followed by Park Avenue Securities LLC with 16.

How do I check a financial advisor in Holmdel?

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.