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Best financial advisors in Atlantic Beach, NY

Registered advisers within 25 miles of Atlantic Beach, NY.

Offices
5,004
Firms
3,101
Combined AUM
$57.6T
Firm-wide filings, not assets booked only here
Clients
4.71M
4,709,126 clients when Item 5C has a number
Avg / client
$12.2M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
PARK AVENUE SECURITIES LLC
OCEAN INDEX PARTNERS, LLC
J.P. MORGAN SECURITIES LLC
TECHU ANGELS MANAGEMENT, INC.
CENTRAL PINE CAPITAL, LLC
CALCULATED FINANCIAL SOLUTIONS, LLC
CITIGROUP GLOBAL MARKETS INC.
MWM GROUP LLC
EDWARD JONES
CEDARVIEW CAPITAL MANAGEMENT, LP
PFS INVESTMENTS INC.
MYDA ADVISORS LLC
OSAIC WEALTH, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

ANDREW CHRISTIAN HOLLINGSWORTH
FRANK VINCENT GUZZONE
ANDREW AUSTIN SIRVIS
BRIAN MICHAEL THORNTON
ERIC A ROTHMAN
Jason Z. Gopen
CHRISTIAN COPPOLA
Jonathan Montalto
BENJAMIN BERGER
Gavriel Hershkop
Jack Isaac Strulowitz
THEODORE GENTRY STRICKER
Shayna Savetsky
BARRY CHARLES PICKER
JEFFREY SCOTT KRAMER
SARA NMN GLAZ
Shimon Willig
Peter C Schimmel
BRANDON ALEXANDER GREENE
ALAN D WINTER
Lillian J Kowasz
Kyle Hauptman
DOUGLAS WILLIAMS
MICHAEL A BERNABEO
WILLIAM BARRETT PHILLIPS
Nicholas Andre Azcona

Within 25 miles of Atlantic Beach, NY, Best Investors lists 3,101 registered investment advisory firms with 5,004 offices nearby, managing about $57.6T in combined regulatory AUM across 4,709,126 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 Atlantic Beach

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

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM