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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Oakland, NJ

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

33 registered advisors work in Oakland; the most are at Pfs Investments Inc. (18). 5 list the CFP designation and 30 are also registered broker representatives.

Firms with the most advisors in Oakland

FirmAdvisors in Oakland
Pfs Investments Inc.18
Cetera Investment Advisers LLC news6
Strategic Advisers LLC4
Wealth Enhancement Advisory Services, LLC news2
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Raymond James & Associates, Inc. news1
Stargazer Financial Planning1

Advisors in Oakland, A to Z

CFP advisors in Oakland →

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 Oakland, NJ?

33 investment adviser representatives are registered at firm offices in Oakland, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 30 of them are also registered as broker representatives, and 5 list the CFP designation.

Which firm has the most financial advisors in Oakland?

Pfs Investments Inc., with 18 registered advisors in Oakland, followed by Cetera Investment Advisers LLC with 6.

How do I check a financial advisor in Oakland?

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.