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Best financial advisors in Bohemia, NY

Registered advisers within 25 miles of Bohemia, NY.

Offices
654
Firms
183
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,777,580 clients when Item 5C has a number
Avg / client
$4.84M
Combined AUM ÷ clients

Nearby offices

Firms

FEDERAL PREP
PFS INVESTMENTS INC.
TSG ALPHA PARTNERS, LLC
QUANTUM ADVISORY GROUP, LLC
VERITY ASSET MANAGEMENT
CWM, LLC
BEACON TRUST
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
HYDRA WEALTH ADVISORS LLC
LPL FINANCIAL LLC
CITIZENS SECURITIES, INC.
TRANSAMERICA FINANCIAL ADVISORS, LLC
ROSEMARK ADVISORS, INC.

Investors

MICHAEL ANDREW KERPER
Andrew Leonard Kerper
RAFFELINA CIPRIANO
JOSEPH CHIOSSONE
PATRICK JOSEPH FERRARO
CARLO SCANNI
SALVATORE CHARLES CARUSO
Richard Cecchi
Jacqueline Ann Mallinson
Rachel Alexandra Gentz
STEVEN ANDREW WOLF
PAUL BRIAN WOLF
JOHN JOSEPH CORCORAN
Kevin Francis Vasilik
CARA M ANGELO
Katherine Mary Connors
Kristi Ann Rossy
ROSANNA PRESTIA
GEORGE GARY ELKIN
MICHAEL ANTHONY BOCCIO
GREG J SELG
TIMOTHY M OHARA
BRIAN WILLIAM BATTER
Christopher Liu
Lisa Chalker
Angel Vidal
KAREN GODFREY
MATTHEW MARC RACANELLI
REBECCA ROSE KEIFFERT
KEITH EDWARD ROBERTSON
MATTHEW J MURPHY
Mark Robert Calaci

Within 25 miles of Bohemia, NY, Best Investors lists 183 registered investment advisory firms with 654 offices nearby, managing about $13.4T in combined regulatory AUM across 2,777,580 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 Bohemia

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