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Best financial advisors in Bethpage, NY

Registered advisers within 25 miles of Bethpage, NY.

Offices
2,078
Firms
880
Combined AUM
$20.1T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,249,999 clients when Item 5C has a number
Avg / client
$6.17M
Combined AUM ÷ clients

Nearby offices

Firms

CWM, LLC
J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
UNITED CAPITAL FINANCIAL ADVISORS
CETERA INVESTMENT ADVISERS LLC
PLANMEMBER SECURITIES CORPORATION
LPL ENTERPRISE, LLC
BROOKSTONE WEALTH ADVISORS, LLC
THE PINNACLE FINANCIAL GROUP
CITIGROUP GLOBAL MARKETS INC.
OSAIC INSTITUTIONS, INC.
EDWARD JONES
OSAIC WEALTH, INC.
CONCURRENT INVESTMENT ADVISORS, LLC

Investors

Katherine Diane Agrillo
Esteban Sarmiento
ANTHONY LAZZARO
James Rice
Stephen Michael DeMaio
FRANK PETER HERAGHTY
CHRISTOPHER THOMAS CONNELL
UJALA TAJAMMAL
Patrick J. O'Callaghan
JASON SAMUEL NUNNALLY
Evan R. Meyers
ZAINUR RAHMAN
PATRICIA R VITALE
JAMES JOSEPH PIANGOZZA
JOSEPH PIANGOZZA
JOSEPH PURPURA
Adam Jerry Janowski
Stone Richard Strongin
Richard C Justino
Dominick Anthony D'Andrea
FRANCESCO ANTHONY AMODIO
MICHAEL STUART HIRSON
KEVIN RICHARD AHLSTRAND
JOHN PATRICK DONALDSON
CHRISTOPHER FERRARA
JOSEPH CHARLES PROVIDENTI
MICHAEL JAMES PUGLIESE
RICHARD FRANCIS MILELLA
DAWN MARIE BRESSINGHAM
GEOFFREY KING NANCE
SHANTI RAMSAHAI
WILLIAM A RULAND
Stephen M Plackis
Aazar A Bhatti
BOODRAM DAVE SOMERIA
Ellen Ann Broderick
James Peter Vafeas
BERTRAND EMMANUEL SEJOUR
DARLENE A LUKASZEWICZ
KYLE W LUKASZEWICZ
Kathryn Walker Buck Cannella
Joseph Frank Ciliberti
LOUIS COSMO CILIBERTI
GEORGE FLURENCE CROWLEY
Giro Iadevaia
Daniel S Burns
Yaniv Hakim

Within 25 miles of Bethpage, NY, Best Investors lists 880 registered investment advisory firms with 2,078 offices nearby, managing about $20.1T in combined regulatory AUM across 3,249,999 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 Bethpage

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