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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

LINCOLN INVESTMENT
STONE HILL FIDUCIARY MANAGEMENT, LLC
PALUMBO WEALTH MANAGEMENT LLC
J.P. MORGAN SECURITIES LLC
OSAIC WEALTH, INC.
CITIGROUP GLOBAL MARKETS INC.
PFS INVESTMENTS INC.
JST CAPITAL ADVISORS, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
GREAT HILL ADVISORY
WELLS FARGO CLEARING SERVICES, LLC

Investors

PETER J KNAPP
Brandon Felix Ulloa
PHILIP G PALUMBO
DOUGLAS ROBERT AUGENTHALER
KILLANA P WILLIAMS
Stephen Jarret Engel
PETER DIZDAR
Shamiza Ally Bansie
Michael T. Gregorio
JAMES PATRICK STECK
Sami Aslam
VASILIOS ZARBOUTIS
Jack Breiman
Christine Amanda Persaud
MICHAEL CHARLES AJELLO
CAROL DAHL
GERARDO SANTANGELO
Christian Pinglo
Michael S. Casey
ISAAC BITTON
Sammy Williams
Samantha Dohman
Ronney Rozario
JANET VIASON LIGAN
RUBY JAIN
DEEPJOT SINGH SOHAL
GURPREET KAUR-SINGH
MALKAH GLASGOW
PAUL SAMUEL GRANT
ROY A GRANT
CELINA ANN GRANT
DANIEL ADRIAN SZATKOWSKI
SUZANNE HILLARY NITZBERG
Tyler Aaron Konigsberg
CHRISTOPHER JOSEPH PASSARELLI
PETER DAVID DUBIN
CHRISTOPHER KUMAR
COREY HENRY PETERSON
THOMAS M KENNY
DARYL JOHN ZIMBARDI
Dalton Jude McCarthy

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