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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Matawan, NJ

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

23 registered advisors work in Matawan; the most are at Grantvest Financial Group LLC (5). 0 list the CFP designation and 15 are also registered broker representatives.

Firms with the most advisors in Matawan

FirmAdvisors in Matawan
Grantvest Financial Group LLC5
Ameriprise Financial Services, LLC news4
Tranquility Path Investment Advisors, LLC3
Cetera Investment Advisers LLC news2
Ameritas Advisory Services, LLC1
Calton & Associates, Inc.1
Equitable Advisors, LLC news1
J.P. Morgan Securities LLC news1
LPL Financial LLC news1
Osaic Wealth, Inc. news1
Royal Fund Management, LLC1
State Farm Investment Management Corp.1
Transparent Wealth Solutions1

Advisors in Matawan, 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 136Holmdel 131Toms River 125Wayne 122

Questions

How many financial advisors are in Matawan, NJ?

23 investment adviser representatives are registered at firm offices in Matawan, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 15 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Matawan?

Grantvest Financial Group LLC, with 5 registered advisors in Matawan, followed by Ameriprise Financial Services, LLC with 4.

How do I check a financial advisor in Matawan?

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.