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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

OSAIC WEALTH, INC.
QUANTUM ADVISORY GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
CETERA INVESTMENT ADVISERS LLC
OPPENHEIMER & CO. INC.
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
VERITY ASSET MANAGEMENT
TSG ALPHA PARTNERS, LLC
HYDRA WEALTH ADVISORS LLC
FEDERAL PREP
PFS INVESTMENTS INC.

Investors

PHILIP GASPAR CAPORUSSO
SYLVESTER ANTHONY MALLARDI
DANIEL JOHN ROSSITER
ANTHONY JAMES CAMILLERI
TIMOTHY ROSSITER
KATHERINE WETHINGTON
ROBERT CHARLES WHITEHEAD
EVAN SCOTT BRANFMAN
MYRON DUANE FISHER
KALLE JAAN RUGA
JACK R. SCHIFF
ETHAN WAYNE HOOPER
Matthew Posch
Kenneth Michael Cracchiola
JEFFREY ALAN GELLER
ASHLEY LYNN LANG
MICHAEL KENNETH GLATMAN
JAMES MICHAEL FILONUK
JASON LEE BAILEY
MICHAEL JAMES BARTOLOTTA
KENNETH RUSSELL CERINI
John Charles Gleeson
SCOTT LAWRENCE BRAUN
STEVE KEITH SHEPHERD
MATTHEW DELWIN JOHNSON
CHARLES CALISTO JUSTINO
ERIC WILLIAM SZCZUROWSKI
CATHERINE MARTIN WEAR
ROBERT E FRANCIS
ANTHONY PAUL JOHNSON
Daniel Peterson
Josef Minnich
MICHAEL GREGORY ROSSETTI
Gregory Sean Petraco
Michael Lovero
Dylan Krieg
Ian Rubin
Leo DeBlasio
Camille Rose Kelton
Christian Casaburro
Lawrence E Sienkiewicz
TODD MITCHELL PETRACO
JONATHAN SCOTT KUTTIN
DANIEL LEWIS HOHENBERG
AARON DAVID SCHENKMAN
LARS LEO KOFOD
KEVIN N KITT
Chad Ian Akselrad
JERROLD GUY SILVERMAN
CLAIRE K FITZ
Gavin Moran
Brendan Whitehead
John Holmes Wellington
Carolyn Lucy Smith-LoGiudice
Nicholas James Loehle
Matthew Weiner
RICHARD KENNA
Joseph Giardino
Collin James Krieg
Caleb Milsow
GARY PATRICK BACKER
ELIZABETH A GOLDEN
Felix Francisco Rivera
Michael Christopher Damiano
Emma H Leiman
SANDRA JACKLETT
WILLIAM ROBERT WHITE
DANIEL ROBERT LIFF
BRENDA CELINE CONNOLLY
MARYELLEN A PASSANISI
JAY D BROWN
ROBERT JAMES MASTROSIMONE
John Callea
JEREMY MICHAEL RAYBURN
Michael R Cavaliere
LEE STEPHEN NEUGEBAUER
STEVEN G TAMBONE
RYAN J ROSELLE
Vincenza Draper
MARK A ALBER
ADAM DAVID EHRLICH
ARIEL A CRUZ
Brandon Abraham Liff
Santiago Alzate
Ryan P McAdam
MICHAEL PATRICK ROONEY
JOHN KITEVSKI
ARTHUR DANIEL ROONEY
Patrick J O'Leary
JONATHAN EDWARD LOWD
DAVETA M WINSKI
GINA A AYASSE
ANDREW J LAWLOR
BENJAMIN J COTTER
JENNIFER M MCDONALD
Nicholas R Maggi
LISA M GALIARDO
LINDA LEE SANDERS
JANET ALEXIS KEEFE
Michael GEORGE Lockhart
TRACEY PATRICIA MEKLAUS
John Surace
FRANK DANIEL MEZZANOTTE
STUART STEIN
JASON HUANG
SHANE FUGGER
JOHN LAWRENCE WEST
JAMES CREIGHTON COLLINS
Lisa Marie Stigliano
LAWRENCE HARKAVY
MICHAEL ERIK MC MURRAY
PAUL THOMAS ROMANELLO
Nicholas Joseph Gallino
MARK WAYNE MILLER
ANTHONY GHIGLIERI
JOHN CAHILL
Christopher Michael Bergmann
GEOFFREY G BROWN
RONALD FRANCIS BERGMANN
IVY COMIA PETERSON
KATHLEEN MAY BRESNAN
NAJALA LANGLOIS
Mark E Peterson
ANDREW J KEANE
Richard Cecchi
Jacqueline Ann Mallinson
Rachel Alexandra Gentz
PATRICK JOSEPH FERRARO
CARLO SCANNI
SALVATORE CHARLES CARUSO
ROSANNA PRESTIA
MICHAEL ANDREW KERPER
Andrew Leonard Kerper
RAFFELINA CIPRIANO
JOSEPH CHIOSSONE

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