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Best financial advisors in Brooktondale, NY

Registered advisers within 25 miles of Brooktondale, NY.

Offices
68
Firms
32
Combined AUM
$7.20T
Firm-wide filings, not assets booked only here
Clients
2.56M
2,555,882 clients when Item 5C has a number
Avg / client
$2.82M
Combined AUM ÷ clients

Nearby offices

Firms

NEW HORIZON FINANCIAL STRATEGIES, LLC
LPL ENTERPRISE, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
MERRYFIELD BARNES, LLC
LPL FINANCIAL LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CHARLES SCHWAB & CO., INC.
MORGAN STANLEY
FINGERLAKES WEALTH MANAGEMENT, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KEY INVESTMENT SERVICES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EQUITABLE ADVISORS, LLC
EDWARD JONES
CHLOE CAPITAL MANAGER, LLC
ANCHOR CAPITAL MANAGEMENT, LLC

Investors

Kevin Peter Tarnovski
ANGELA MARIE ONEILL
PAUL ALEXANDER STREBEL
RAYMOND M O'BANNION
Nathan Melfi
JOHN MICHAEL CORSI
Daniel Harter
CHARLES WHITNEY BARNES
PETER DAVID GEORGE
JOHN FRANCIS FABRIZIO
RYAN JOSEPH THAUVETTE
MATTHEW CHARLES MELIA
MARIO ANTONIO GONZALEZ-AYON
STEPHEN THOMAS SMITH
MICHAEL JOSEPH MCGUIRE
KELLY E MICHALEK
PETER VITALE
ROBERT HUGHES AINSLIE
BROOKE A REILLY
CRISTA GEE
MARISSA L CAREY
James Henry Thomforde
STEVEN D HEADRICK
JEREMY MICHAEL DOWNS
Steven E Cox
WILLIAM LOUIS CURRIE
Timothy G Jennings
MELISSA S. VANDERHOOF
SUSAN DEVITT MCCORMICK
KSENIA DMITRIEVNA TRIKOZ
MARSHALL MCCORMICK
ARTHUR M LUSTGARTEN
PARKER JOSEPH STONE
KRIS T YELVERTON
KEVIN WALTER SHREVE
Jess William Esposito
Zachariah Abraham Clark
ANNE CHRISTINE CHERNISH
STEPHEN A WESTON

Within 25 miles of Brooktondale, NY, Best Investors lists 32 registered investment advisory firms with 68 offices nearby, managing about $7.20T in combined regulatory AUM across 2,555,882 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 Brooktondale

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM