Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
FP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination PrioritiesWSR The Rise Of The Fractional Family OfficeIN Fintech bytes: SEI, FinTurk and Powerlytics unveil new advisor toolsIN Private equity is knocking. Who should be in your corner?IN Freehold Wealth Management brings $576M to Osaic in multigenerational moveIN Sanctuary Wealth adds elder care platform to advisor toolkitIN Beyond tax loss harvesting: why long-short strategies demand a harder lookIN Investors still want advisors, even as AI expands investment choicesIN AI poses moderate disruption risk to wealth managers and retail banks, Fitch says

Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Spring Lake Heights, NJ

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

6 registered advisors work in Spring Lake Heights; the most are at Osaic Wealth, Inc. (2). 0 list the CFP designation and 5 are also registered broker representatives.

Firms with the most advisors in Spring Lake Heights

FirmAdvisors in Spring Lake Heights
Osaic Wealth, Inc. news2
Cetera Investment Advisers LLC news1
Durkin Investment Group, LLC.1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Strategic Advisers LLC1

Advisors in Spring Lake Heights, A to Z

Search all of New Jersey →

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 Spring Lake Heights, NJ?

6 investment adviser representatives are registered at firm offices in Spring Lake Heights, New Jersey, according to the SEC's Investment Adviser Public Disclosure records. 5 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Spring Lake Heights?

Osaic Wealth, Inc., with 2 registered advisors in Spring Lake Heights, followed by Cetera Investment Advisers LLC with 1.

How do I check a financial advisor in Spring Lake Heights?

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.