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Best financial advisors in Blue Point, NY

Registered advisers within 25 miles of Blue Point, NY.

Offices
547
Firms
155
Combined AUM
$13.1T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,780,109 clients when Item 5C has a number
Avg / client
$4.70M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
DAI WEALTH, LLC
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THE PINNACLE FINANCIAL GROUP
ALAN M. ROSEMAN CPA LLC
KESTRA ADVISORY SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
ALLSTATE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES

Investors

LAURA MARIA SAN NICOLAS
Jarod Michael McGovern
Raymond DiSunno
DAVID ALONZO DISUNNO
MARK MIROCCO
Timothy John Mirocco
DAVID JONATHAN WILCOX
ROY VINCENT PFLEGER
MICHAEL W MCCRAIN
Matthew J. Clarke
Edward Wess
PETER RICHARD HALL
ROBERT WILLIAM FORRESTER
HILLARD SCOTT SAVETH
Scott Standel
ALBERT MYUNGJOON KIM
CHRISTOPHER P FERRARA
Joseph Salvatore Guercio
CHRISTOPHER JAMES BRADSHAW
JAMES FRANCIS CONGEMA
GREGG C STAMLER
DYLAN CHRISTOPHER KOLARCIK
JOHN POMEROY
Jason Paul Bonito
Collette A Morgan
Paul D. Romano
Seth R. Rothman
Thomas P Riedy
PATRICIA A MORRISSEY
Ashif Iqbal
ANDRE STAMPFEL
STEFANO SALVINO AIRO
Jeffrey Scharpf
Kristine Anne Sabatino
Wayne Robert Buess

Within 25 miles of Blue Point, NY, Best Investors lists 155 registered investment advisory firms with 547 offices nearby, managing about $13.1T in combined regulatory AUM across 2,780,109 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 Blue Point

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM