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Best financial advisors in Captree Is, NY

Registered advisers within 25 miles of Captree Is, NY.

Offices
913
Firms
252
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
2.87M
2,868,605 clients when Item 5C has a number
Avg / client
$5.20M
Combined AUM ÷ clients

Nearby offices

Firms

DAHAB ASSOCIATES INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FOCUS PARTNERS WEALTH, LLC
MML INVESTORS SERVICES, LLC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
THE BAKER GROUP, LP
KOEHLER ASSET MANAGEMENT
OSAIC WEALTH, INC.
EDWARD JONES
LAUFER WEALTH MANAGEMENT, LLC
SHEEHAN FINANCIAL ADVISORS, LLC
COLUCCI WEALTH MANAGEMENT LLC
ALLSTATE FINANCIAL ADVISORS, LLC
CITIGROUP GLOBAL MARKETS INC.

Investors

Thomas P Riedy
PATRICIA A MORRISSEY
Ashif Iqbal
ANDRE STAMPFEL
STEFANO SALVINO AIRO
Jeffrey Scharpf
Kristine Anne Sabatino
Nicole Ilustre
Daniel Tisser
BRENDAN HENRY HAND
TYLER CAPITANO
MATTHEW R RAPOPORT
SHERYL ARONSON ROTHMAN
CHRISTOPHER CHARLES MANCINI
Angel Lynn Gulizio
ROSANNE ROLON GIL
Shown Kumar
Lauren Jean McNally O'Connell
Sean P. Vail
LEONARDO FIORENTINO
Jonathan Hernandez
Christopher James Spalding
DANIELLE PAYNE
CHRISTOPHER JAMES CUNNINGHAM
Scott Standel
RAIMOND JAMES BONGIORNO
ALEC CHRISTOPHER PASTORE
SHAWN HEATH BOYLE
MATTHEW MARK DESJARDIN
Eric Phillip Bencivenga
Bruce Monaco
Charlie Edward Santos
ROMEO ANTONIO BERTOLINI
CYNTHIA DIANE BARRY
Kevin George Schmutz
JOHN CHARLES DEFALCO
ANTHONY MACHIANO
Kelly Knight
DAVID CARL MASSA
ANTHONY JOSEPH CERULLI
JEFFREY ALBANO
ANDREW ERWIN LUTSCH
GREGORY GOEBEL
Jason D Rubinstein

Within 25 miles of Captree Is, NY, Best Investors lists 252 registered investment advisory firms with 913 offices nearby, managing about $14.9T in combined regulatory AUM across 2,868,605 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 Captree Is

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM