Best Investors Account Sign in

Best financial advisors in Boultons Beach, NY

Registered advisers within 25 miles of Boultons Beach, NY.

Offices
22
Firms
16
Combined AUM
$4.92T
Firm-wide filings, not assets booked only here
Clients
891K
890,629 clients when Item 5C has a number
Avg / client
$5.53M
Combined AUM ÷ clients

Nearby offices

Firms

AMERITAS ADVISORY SERVICES, LLC
BULL HARBOR CAPITAL LLC.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
RBC CAPITAL MARKETS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
LINCOLN INVESTMENT
HIGHTOWER ADVISORS, LLC
EQUITABLE ADVISORS, LLC
J. W. COLE ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
MORGAN STANLEY
FIRST COMMAND ADVISORY SERVICES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

Investors

Hayden Clark Freeman
KIM GERALD ALLEN
Coltan Kaiser Goodwine
NEIL CLARK FREEMAN
JEFFRY J WELDON
Carolyn D Weldon
Laurie Jean Podvin
SEAN MICHAEL RYAN
JOSEPH M BUTLER
CYRIL MOUAIKEL
WILLIAM J. TREMONT
Mikayla Cipullo
DONALD CHARLES MUSNICKI
PATRICK ALLEN SIGNOR
JOHN RUSSELL NUBER
ANTHONY RICHARD SURBER
JANET MARIE SEARS
Christine M Hardy
Bryan Wyckoff
DOUGLAS DAIN DIER
GEORGE HARRISON SIMSER
FRANCIS E MURPHY
SHANE HARRISON SIMSER
HEATHER LEIGH CLEMENT
NICO ANTHONY MORGIA
JOSEPH EDWARD COSMO
PHILLIP JOHN BANAZEK
MICHAEL ANTHONY MORGIA
ADAM THOMAS LARSEN
Maria Ellena Marcellus
COLLEEN ANNE O'SHAUGHNESSY
PHILIP JOHN SPRAGUE
MICHAEL WILLIAM CROWLEY
PAMELA JEAN HALLORAN
Andrew B Parisian
WILLIAM COUCH
JULIAN MICHAEL ALTERI
ERIC DELAGARZA
GREGORY COUCH
Brandi N Reese
Karyn Cordero Carbone
Dorothy Grippin
Jeremy Mathew Miller
Michael Jeffrey Nevills
Andrew Wellington Walseman
CLIFFORD RONALD DAVIS
MICHAEL LELAND PAVLOT

Within 25 miles of Boultons Beach, NY, Best Investors lists 16 registered investment advisory firms with 22 offices nearby, managing about $4.92T in combined regulatory AUM across 890,629 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 Boultons Beach

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 HIGHTOWER ADVISORS, LLC 500 clients · 1,088 advisers $199B AUM 8 EQUITABLE ADVISORS, LLC 171,648 clients · 5,041 advisers $42.5B AUM