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Best financial advisors in Brentwood, NY

Registered advisers within 25 miles of Brentwood, NY.

Offices
1,328
Firms
540
Combined AUM
$17.6T
Firm-wide filings, not assets booked only here
Clients
2.88M
2,884,434 clients when Item 5C has a number
Avg / client
$6.12M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
ONEDIGITAL
MADISON GLOBAL ADVISORS LLC
UNITED FINANCIAL PLANNING GROUP LLC
COMMONWEALTH FINANCIAL NETWORK
EQUITY SERVICES, INC.
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CWM, LLC
OSAIC WEALTH, INC.
HLV VENTURES
PARTNERS CAPITAL SERVICES, INC.
FIRST FINANCIAL SERVICES

Investors

Sean Thomas Carey
Jeffrey B Greco
SCOTT MICHAEL FRAYLER
MICHAEL J BREUNIG
JOHN ANGELO BALDI
Ryan Hickey
THOMAS SCHILLING
Danielle Hicks
Christopher Baldi
ELIZABETH ANN BURNEY
VICTOR SOLIS
MARK CONRAD DOWD
DANIEL ZLOTNICK
BRIAN DAVID ROCKOWITZ
ALAN ROBERT SASSERATH
Michael Kaplan
Drew Shea Gordon
JOHN HENRY CIERSKI
Eric Alex Nelkin
ANTON JOSEPH GERDES
DAVID STANLEY KAPLAN
GERARD BARRASSO
Ryan Michael Derousseau
Jose Eduardo Vivero
ROBERT Peter COGLIATI
RICHARD S HYAMS
ALEXANDER VICTOR ZOURIDES
LANNY JOEL WEISMAN
CHRISTOPHER J VARGAS
DAVID JOHN JENSEN
DYLAN JOSEPH GUERRERA
PATRICK DE TOLLA
RONALD LEE HOUSLEY
BRIAN ANTHONY BUGLINO
JAMES NORMAN RILEY
MICHAEL KOGAN
GARY PETER LISKOW
DAVID LAWRENCE HULL
STEVEN HOWELL EISNER
SEBASTIAN VINCENT MARUCA
SYED RIZVI
BRIAN W BYRNE
RICHARD SCOTT LINDEN
CHRISTOPHER WARREN RECHT
COLE FLEMING
NICHOLAS A MARCHELOS
DAVID GALARZA
KARLYN BRITTANY GRASSO
EDWARD JOHN KOTAK
HOWARD ANTHONY MASCOE
MICHAEL JOSEPH CLARK
JACK S. FALZONE
DIANNE ELEANOR DITTMAR
ULRIC DON BRUCE
JANET FARAH LAURICELLA
JOHN FRANCIS COLEMAN
DAVID ANTHONY CRITELLI
ROBERT WALTER MCINTOSH
EDWIN JAMES MURPHY
KEVIN GIVENS
FRANK PETER GRASSO
MATTHEW JAMES MCCABE
MARY KATHERINE COLEMAN
LINDA ANNE SPRINGER
JASON TEJERO
James Thomas Grossi
LAWRENCE DAVID SPRUNG
DOMINIC VINCENT PRIVITERA
MARIA CARMEN BARNES ABUSTAN
Jorrell Rawlin Bland
THOMAS Alphonse WENTHEN
MARK LEONARD VAIMBERG
MICHAEL MONTELLI
Robert G. Dahroug
GUY RICHARD GORHAM
ANTHONY SANTO
RONALD GEORGE GARNEY
FRANK PALUMBO
ERIK JOHN DREWES
EDWARD MICHAEL CAHILL
JOHN CHARLES GARDINI
THOMAS CULLEN JUDGE
JASON SCOTT WEINTRAUB
STEVEN ANDREW SCHNEIDER
LAWRENCE JUST
RICHARD DANIEL HOUGHTON

Within 25 miles of Brentwood, NY, Best Investors lists 540 registered investment advisory firms with 1,328 offices nearby, managing about $17.6T in combined regulatory AUM across 2,884,434 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 Brentwood

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