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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

KOMICH CAPITAL ADVISORS
LPL FINANCIAL LLC
ROSEMARK ADVISORS, INC.
CITIZENS SECURITIES, INC.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
SNYDER WEALTH GROUP
OSAIC WEALTH, INC.
BEACON TRUST
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

JOHNATHAN ANDREW KOMICH
KEITH EDWARD ROBERTSON
MATTHEW J MURPHY
Mark Robert Calaci
MATTHEW MARC RACANELLI
REBECCA ROSE KEIFFERT
TIMOTHY M OHARA
Daniel Murcott
GEORGE GARY ELKIN
MICHAEL ANTHONY BOCCIO
GREG J SELG
PAUL RAYMOND MORAN
LOUIS SAL ALFANO
RAYMOND VINCENT PASSARO
CHRISTOPHER JONATHAN IPPOLITO
BARRY ALAN PHILLIPS
ERIC ROSS TAITZ
Alan IRWIN Tanenblatt
MARK CHRISTOPHER PARROTT
MARK JEFFREY SNYDER
MACKENZIE ANN KLOUDA
JOHN JOSEPH CORCORAN
Kevin Francis Vasilik
CARA M ANGELO
Katherine Mary Connors
Kristi Ann Rossy
Robert R Galian
MICHAEL BEZA
Brandon E Chavez
Irie M Adams
GREGORY MEHRHOFF
CHRISTOPHER F D'AMICO

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