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Best financial advisors in Amityville, NY

Registered advisers within 25 miles of Amityville, NY.

Offices
1,141
Firms
319
Combined AUM
$15.7T
Firm-wide filings, not assets booked only here
Clients
2.87M
2,871,062 clients when Item 5C has a number
Avg / client
$5.47M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
OSAIC INSTITUTIONS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
UBS FINANCIAL SERVICES INC.
A.G. MORGAN FINANCIAL ADVISORS, LLC
NBC SECURITIES, INC.
R. SEEGER WEALTH MANAGEMENT, LTD
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.

Investors

ROBERT GEORGE SCHUMACHER
RICHARD ALAN ROSENBUSCH
MARLIN GEORGE GILLESPIE
ERIC W ROSENER
Andres Libreros
Ethan Aulino
STEPHEN VINCENT DOLAN
Michael John Wieber
Karla Patricia Butler
DOUGLAS RICHARD SNOW
MATTHEW LOUIS SENICOLA
JOSEPH EDWARD DISANZA
EDWARD JOHN WELLS
RICHARD T SEEGER
Melissa Wilson Minikes
Scott Thomas Mulford
Laura Anne Raad
Angelo Magoulas
Jonathan Hernandez
Vincent G Perrotta
John Patrick Napoli
Jeffrey M Seigies
Justin Moore
MARGUERITE DANAHER
Robert Neil Gargiulo
FRANK D MAGRI
ULANDER ALLISON RAMESAR
PETER JONATHAN MONTALVO

Within 25 miles of Amityville, NY, Best Investors lists 319 registered investment advisory firms with 1,141 offices nearby, managing about $15.7T in combined regulatory AUM across 2,871,062 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 Amityville

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM