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Best financial advisors in Bay Shore, NY

Registered advisers within 25 miles of Bay Shore, NY.

Offices
944
Firms
266
Combined AUM
$15.0T
Firm-wide filings, not assets booked only here
Clients
2.87M
2,868,816 clients when Item 5C has a number
Avg / client
$5.24M
Combined AUM ÷ clients

Nearby offices

Firms

ALLSTATE FINANCIAL ADVISORS, LLC
CITIGROUP GLOBAL MARKETS INC.
COLUCCI WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
SHEEHAN FINANCIAL ADVISORS, LLC
DAHAB ASSOCIATES INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ROCKLINE WEALTH MANAGEMENT LLC
OSAIC WEALTH, INC.
EQUITABLE ADVISORS, LLC

Investors

ANTHONY MACHIANO
Kelly Knight
DAVID CARL MASSA
ANTHONY JOSEPH CERULLI
JEFFREY ALBANO
ANDREW ERWIN LUTSCH
GREGORY GOEBEL
Jason D Rubinstein
Aazar A Bhatti
CYNTHIA DIANE BARRY
Kevin George Schmutz
JOHN CHARLES DEFALCO
FRANK ROBERT PECORELLA
Luis R Hernandez Peralta
Jason J Zimmerman
SAMEER AGA
Cinthia W. Euceda garcia
Joseph robert Colarusso
Peter T Grainger
JEANANN M LELLA
Jason Notter
Miguel Rodriguez
James Edward Griffin
Sean Thomas Carey
Jeffrey B Greco
SCOTT MICHAEL FRAYLER
Scott Standel
NICHOLAS ANTHONY COLUZZI
Salvatore Licata
GABRIEL MICHAEL GALLANTE
Connor James Mushorn
MARK BENNETT ROSE
PAUL COZZANI
MICHAEL SETH BALLIN
DONALD G BLUMBERG
Thomas P Riedy
PATRICIA A MORRISSEY
Ashif Iqbal
ANDRE STAMPFEL
STEFANO SALVINO AIRO
Jeffrey Scharpf
Kristine Anne Sabatino
BRIAN DOUGLAS MILLS
NICHOLAS CALEB DIOLOSA
PAUL EUGENE SOUTHARD

Within 25 miles of Bay Shore, NY, Best Investors lists 266 registered investment advisory firms with 944 offices nearby, managing about $15.0T in combined regulatory AUM across 2,868,816 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 Bay Shore

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