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Best financial advisors in Broad Channel, NY

Registered advisers within 25 miles of Broad Channel, NY.

Offices
5,200
Firms
3,161
Combined AUM
$59.3T
Firm-wide filings, not assets booked only here
Clients
4.72M
4,717,753 clients when Item 5C has a number
Avg / client
$12.6M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
PFS INVESTMENTS INC.
FIRST AMERICAN ASSET ADVISORY, LLC
CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
MOTT CAPITAL MANAGEMENT LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
HSBC SECURITIES (USA) INC.
PITON INVESTMENT MANAGEMENT, LP
PLH FAMILY OFFICE, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RAYMOND JAMES & ASSOCIATES, INC.
AMERITAS ADVISORY SERVICES, LLC
UNFCU ADVISORS LLC
CITIZENS SECURITIES, INC.

Investors

ELLEN HOPE FUENTES
OLUWATONI ESINSINADE
alfred robert diloreto
RAYMOND ANTHONY SCHWABE
AALON ROSE
JEFFREY LEW
MICHAEL JOHN FINNAN
PAUL JOHN METZ
JARAD TONG
MELODY NADINE FULLER
Muhammad Mustafa Ispahani
Matthew R. Fahmy
Giovanni Beneduci
Gurjit Singh Atwal
Aromi Yook
MICHAEL J. KRAMER
THOMAS JOHN SCALA
Melissa Narine
David J Luddy
YEONG-KENG CHIEN
Steven Wagner
ALLICE REN FU
JOHN PATRICK SULIT
ANTHONY ALEXANDER LOUCA
Jeffrey Tso
ADERONKE AYANGBESAN
MENG DAN XIAO
Giscard Jean Chery
Gregg Eisenstein
JASON MARC KLAGER
SYEDMUHAMMAD ALI
RALPH CHAN
Michael E Farrell
BRIAN MATTHEW LOCKWOOD
JAMES PATRICK FORTESCUE
DANIEL THOMAS HUGHEY
KRISTOPHER ROBERT KONRAD
TODD BURACH
CHRISTOPHER A PESCE
Jonathan Pugach
DEBRA ANN BUSHMAN
Lauren Aylmer
Matthew Joseph Sheerin
STEVEN JAY MILLER
Brian Christopher Crandall
PETER H GOLDBERG
ARON ADAM MESTEL
RUSSELL WILLIAM MCMANUS
MICHAEL JOSEPH LALIBERTE
Ryan Michael Sakowich
EDWARD MICHAEL O'CONNELL
JOHN MANFREDONIA
PAUL ROBERT TRAUSE
JOSEPH S MCALINDEN
Nicholas V Caiafa
ROBERT ARTHUR SUTTON
JANE CARLA DESMOND
PETER JOSEPH BARONE
MARK KRAUSS
CHRISTOPHER JAMES NOLAN
VINCENT LOPES
Christopher M Leddy
Anna Maria Jaracz
LISA MARIE VANDETTI
ANDREW JOSEPH BORZILLERI
SUSAN RUTH COHN
JOSEPH ANDREW SCOTTO
Alexander Joseph Gallego
JOSEPH ANTHONY VINCI
THOMAS WILLIAM SPUHLER
GREGORY SCHEINBERG
JuneHee Woo
catherine gonzalez
Salvina Gambino
Paul Kim
FEI YE

Within 25 miles of Broad Channel, NY, Best Investors lists 3,161 registered investment advisory firms with 5,200 offices nearby, managing about $59.3T in combined regulatory AUM across 4,717,753 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 Broad Channel

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM