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Best financial advisors in Centerport, NY

Registered advisers within 25 miles of Centerport, NY.

Offices
2,139
Firms
999
Combined AUM
$21.7T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,251,471 clients when Item 5C has a number
Avg / client
$6.66M
Combined AUM ÷ clients

Nearby offices

Firms

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
AMERITAS ADVISORY SERVICES, LLC
ARAMAS CAPITAL HOLDINGS LLC
MOTT CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC
LIGHTEDWAY ADVISORY SERVICES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
SEACREST INVESTMENT MANAGEMENT, LLC
SEACREST WEALTH MANAGEMENT, LLC
QUAN VEST CONSULTANTS INC
CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
FIRST AMERICAN ASSET ADVISORY, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BESPOKE INVESTMENT GROUP, LLC

Investors

CHRISTOPHER A PESCE
Jonathan Pugach
DEBRA ANN BUSHMAN
Lauren Aylmer
Matthew Joseph Sheerin
STEVEN JAY MILLER
Brian Christopher Crandall
PETER H GOLDBERG
ARON ADAM MESTEL
RUSSELL WILLIAM MCMANUS
MICHAEL JOSEPH LALIBERTE
Ryan Michael Sakowich
EDWARD MICHAEL O'CONNELL
JOHN MANFREDONIA
PAUL ROBERT TRAUSE
JOSEPH S MCALINDEN
Nicholas V Caiafa
ROBERT ARTHUR SUTTON
JANE CARLA DESMOND
PETER JOSEPH BARONE
MARK KRAUSS
CHRISTOPHER JAMES NOLAN
VINCENT LOPES
Christopher M Leddy
Anna Maria Jaracz
LISA MARIE VANDETTI
ANDREW JOSEPH BORZILLERI
SUSAN RUTH COHN
JOSEPH ANDREW SCOTTO
Alexander Joseph Gallego
JOSEPH ANTHONY VINCI
THOMAS WILLIAM SPUHLER
GREGORY SCHEINBERG
MICHAEL J. KRAMER
MICHAEL B WOLFF
JEFFRY MARK ROSEN
JERRY NICHOLAS GIORDANO
MARC ANDREW STEIN
ANDREW L WOLFF
JOSEPH J PRAINO
WILLIAM LOUIS HYMAN
JONATHAN MICHAEL RUSSO
JOHN KEVIN BRIGANTI
DANNY DADAMO
JOHN LOUIS HUFNAGEL
ERIC GREGORY MOORE
ALLISON CLANCY HUDSON
Michael Anthony Scordo
THOMAS REAGAN
Eric E. Harley
MICHAEL A BLAKE
RONALD R LENIHAN
HOWARD ALAN SCHLOSS
JAMES DOUGLAS DICKEY
RUBEN CISNEROS
CARLOS GABRIEL MEJIA
Claudia Rivas
TONY SAEMAI
JASON LEE SEALE
WAYNE RAY WONG
HEATHER ANN HASTEY
CHRISTOPHER C NELSON
DANIEL CRAIG MOSKOW
DONALD WAYNE HUBBS
AMY LYNNE MCLANDRESS
JASON FERRIS JEUNG
ROBERT RAYMOND SAYLER
STEPHEN T TU
ERIK METVINER
RAYMOND ANTHONY PRUZINSKY
SUSAN BOCK
EDWARD MALACHY SULLIVAN
FRANCIS COOPER LAWRANCE
JACQUELINE PRUE
KENNETH METVINER
MICHAEL PATRICK DOWD
Orlando Rosario
JAMES EDWARD YARBROUGH
SHIHHUA WANG
KEITH WONG
Frank Pellegrino
Edmund Moloney
alfred robert diloreto
RAYMOND ANTHONY SCHWABE
AALON ROSE
JEFFREY LEW
MICHAEL JOHN FINNAN
PAUL JOHN METZ
Eric Han
Jack David Saltus
FRANCIS JOSEPH CONWAY
PAUL TIMOTHY HICKEY
JUSTIN TODD WALTERS
JAKE LOUIS GORDON

Within 25 miles of Centerport, NY, Best Investors lists 999 registered investment advisory firms with 2,139 offices nearby, managing about $21.7T in combined regulatory AUM across 3,251,471 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 Centerport

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