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Best financial advisors in Asharoken, NY

Registered advisers within 25 miles of Asharoken, NY.

Offices
2,037
Firms
980
Combined AUM
$21.6T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,251,390 clients when Item 5C has a number
Avg / client
$6.66M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
ALLSTATE FINANCIAL ADVISORS, LLC
THE PINNACLE FINANCIAL GROUP
SAFE HARBOR ASSET MANAGEMENT, INC.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
KESTRA ADVISORY SERVICES, LLC
STEINBERGANNA WEALTH MANAGEMENT LLC
ITHAKA STRATEGIC PARTNERS
NPA ASSET MANAGEMENT, LLC

Investors

JUDITH KALB BECKMAN
SUSAN LYNN WHITCOMB
Ryan Danley
Heather Marie Steiniger
JOSEPH ANTHONY PALESE
Douglas Scott Sinclair
Gregg R. Evangelist
ELLEN M HOUSTON
Robert Sterling Madden
Christopher Sheldon Kaiser
Michael D Feinman
HAROLD JAMES RIVENBURGH
Alexander Steinberg
STEPHEN KENT DAVIS
Lizbeth Kyle Lindley
Katherine Kanes
PETER GABRIEL JOHNSTON
Kevin St Jean
CURTIS LEONARD MAZER
RICHARD EVAN ZACHAROFF
Nikia Adams
DANIEL STEINBERG
KENNETH CHARLES ANNA
GEORGE TOROUNIDIS
OPTACIANO V RODRIGUEZ
Wayne Robert Buess
Paul D. Romano
Seth R. Rothman
LORENZO A AUFIERO
RICHARD FRANCIS FITZGERALD
GARY JOSEPH DELORENZO

Within 25 miles of Asharoken, NY, Best Investors lists 980 registered investment advisory firms with 2,037 offices nearby, managing about $21.6T in combined regulatory AUM across 3,251,390 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 Asharoken

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