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Best financial advisors in Center Moriches, NY

Registered advisers within 25 miles of Center Moriches, NY.

Offices
303
Firms
87
Combined AUM
$12.5T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,683,258 clients when Item 5C has a number
Avg / client
$4.65M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
ALLSTATE FINANCIAL ADVISORS, LLC
LPL FINANCIAL LLC
FLEXINCOME FUND
LPL ENTERPRISE, LLC
FOREFRONT
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
GWN SECURITIES INC.
PARK AVENUE SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
PECONIC ASSET PLANNING
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SPRUCE POINT CAPITAL MANAGEMENT, LLC

Investors

Whalter A Ponce
Tyler Conway
Dalton Jude McCarthy
David Terry
Christian tyler Campbell
CHARLES MCCANN
Michael James Schmid
MELISSA MURPHY PAVONE
CORINNE CECILIA HEANEY
NANCY BETH KAYEKIRSCH
BRIAN PATRICK NYDEGGER
David Jerome Willmott
DAVID GARY REY
AMY ELIZABETH WILCOX
Scott Francis Ricca
GREGORY MEHRHOFF
MICHELE ARNETT
Daniel R. Silfer
Kyle Nielsen
MARIA T CARRARA
JEFFREY DAVID NAGEL
ANDREW HAWSON
GILBERT ALAN CARDILLO
Ryan V Forrester
CATHERINE ANN TURK

Within 25 miles of Center Moriches, NY, Best Investors lists 87 registered investment advisory firms with 303 offices nearby, managing about $12.5T in combined regulatory AUM across 2,683,258 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 Center Moriches

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM