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Best financial advisors in Center Port, NY

Registered advisers within 25 miles of Center Port, NY.

Offices
2,130
Firms
997
Combined AUM
$21.7T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,251,466 clients when Item 5C has a number
Avg / client
$6.66M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
SAFE HARBOR ASSET MANAGEMENT, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
J.P. MORGAN SECURITIES LLC
KESTRA ADVISORY SERVICES, LLC
STEINBERGANNA WEALTH MANAGEMENT LLC
NPA ASSET MANAGEMENT, LLC
N FINANCIAL PLANS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SPECTRUM GROUP MANAGEMENT

Investors

JUDITH KALB BECKMAN
Michael D Feinman
Alexander Steinberg
STEPHEN KENT DAVIS
SUSAN LYNN WHITCOMB
Lizbeth Kyle Lindley
Katherine Kanes
PETER GABRIEL JOHNSTON
Gregg R. Evangelist
ELLEN M HOUSTON
Robert Sterling Madden
Christopher Sheldon Kaiser
CURTIS LEONARD MAZER
RICHARD EVAN ZACHAROFF
DANIEL STEINBERG
KENNETH CHARLES ANNA
Ryan Danley
Heather Marie Steiniger
JOSEPH ANTHONY PALESE
Douglas Scott Sinclair
LORENZO A AUFIERO
RICHARD FRANCIS FITZGERALD
GARY JOSEPH DELORENZO
AMIR A NOOR
MATTHEW BRANDON HILL
David Charles Vaccaro
Vincent E Sama
Bruce Monaco
Hayley Shea Paul

Within 25 miles of Center Port, NY, Best Investors lists 997 registered investment advisory firms with 2,130 offices nearby, managing about $21.7T in combined regulatory AUM across 3,251,466 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 Port

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