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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

GREENWICH WEALTH MANAGEMENT, LLC
STRATEGIC ADVISERS LLC
AMULET CAPITAL PARTNERS, L.P.
GREENBRIAR EQUITY GROUP
ARISTEIA CAPITAL, LLC
AQR ARBITRAGE, LLC
AQR CAPITAL MANAGEMENT, LLC
COLTER LEWIS INVESTMENT PARTNERS, LLC
ACCELFOODS PARTNERS, LLC
AF VENTURES
WELLS FARGO CLEARING SERVICES, LLC
SILVER POINT PRIVATE CREDIT FUND MANAGEMENT, LLC
SILVER POINT SPECIALTY CREDIT FUND MANAGEMENT, LLC
LONE PINE CAPITAL LLC
SILVER POINT CAPITAL, L.P.
GREENFIELD PARTNERS, LLC
33 CAPITAL MANAGEMENT LLC
GRANDVIEW PROPERTY PARTNERS, LLC
ROUND HILL CH SPV MANAGER LLC

Investors

Jackson Henry Kleinert
HARRIET MADOFF PARKER
DANIEL JERRY SULLIVAN
Denton Marcus Jones
francis joseph gilbride
Paul J Lynch
HARRY EDWARD FIGGIE
CHARLES W TRICOMI
ROBERT SMITH LONGSWORTH
CHRISTOPHER JEFFERSON ALLEN PARKER
SUSANA VIDAN
JULIENNE REDMOND
CHRISTOPHER YADRE
TIFFANY ALI
DONA ZAPPULLA
OWEN AYOTTE
LILLIAM S. ARAQUE
BRADFORD ALAN LITCHFIELD
VICTOR JOHN MIZZARO
LEILAND STEVENS
EDWARD FENNESSEY
CHRISTOPHER JOHN GONZALEZ
PEG M DAVIDSON
MARK JEFFREY BEAL
Laura Thorne Sousa Farrelly
AVERY TOPKIS
Bazel Walsh Brady
MICHAEL PHILIP WOLSON
FRANCIS JULIAN TIGANI
MATTHEW L BARRETO
TERRENCE J DUFFY
MARY ANN HINTZ
ADAM CARL ELGERT
WILLIAM RICHARD ZELTNER
CHRISTOPHER MICHAEL BARDWELL
CHRIS N TESTANI
MICHAEL ANTHONY TUTINO
MARK WILLIAM NASO
CHRISTOPHER JOHN JEWELL
KARO LOKMANYAN
LAUREN N URBANSKI
JOHN HENRY BACHUL
STANLEY CARL WEEKS
Kenneth Tapley Sheresky
JOHN STEPHAN JEE
JEFFREY C SAMSEN
VINCENT JOHN FIORENTINO
EUGENIA MICELI
JENNIFER K MAHER
COOPER BUESKING MILLEDGE
ERIC WILLIAM LUTZ
ALLEN PHELPS LOVEJOY
STEVEN ROBERT SHERESKY
JEFFREY LLOYD SHERESKY
JEANNINE ELIZABETH BARLOTTA
ABBAS F ZUAITER

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