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Best financial advisors in Amawalk, NY

Registered advisers within 25 miles of Amawalk, NY.

Offices
1,523
Firms
867
Combined AUM
$21.0T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,249,269 clients when Item 5C has a number
Avg / client
$6.46M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
JOSEPH P. LUCIA & ASSOCIATES, LLC
OSAIC INSTITUTIONS, INC.
COMMONWEALTH FINANCIAL NETWORK
ATWOB
RAYMOND JAMES & ASSOCIATES, INC.
INNOVATIVE FAMILY OFFICE LLC
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
PAUL M WILLIAMS LLC

Investors

John Dacey
Robert Weinberg
James M. Sbarra
BRANDON C MARGOLIS
MARK FIDELIO
PATRICK JOSEPH DEVANEY
Jonathan Leigh Glaser
Liang Wang
JOSEPH PAUL LUCIA
ANTHONY PAGANO
JOHN E SLOAN
PHILIP VINCENT SETTEMBRINO
FERNANDO MANUEL ASCENSO
JOHN RALPH NATALO
Nicolette Thibault
DAMIAN PAUL PETTA
Paul Koerner
Benito Moneta
Marie Agnes Green
MICHAEL TOM
RICHARD TODD REBORI
Jay Allyn Durante
Kjersten Carlene Lazar
DONNA H COLUCCI
TARA A SANTORO
RILEY JUENGER
Patricia Diane Jones
Randall Francis Watsek
Steven G. Horowitz
Edward W. Dunn
Paul Bennett Plesser
DEBINDER DESHMUKH
JON PHILIP PECORELLA
NICHOLAS JOESEPH MANCINI
PAUL DOMINIC PIZZUTI
Harrison Strong Horton
VINCENZO URSINO
LINCOLN ADRIAN DACOSTA
CORY PAUL SLOVIK
Pieter Daniel Loots
Paul Michael Williams

Within 25 miles of Amawalk, NY, Best Investors lists 867 registered investment advisory firms with 1,523 offices nearby, managing about $21.0T in combined regulatory AUM across 3,249,269 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Amawalk

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM