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Best financial advisors in Cold Spring Harbor, NY

Registered advisers within 25 miles of Cold Spring Harbor, NY.

Offices
2,350
Firms
1,031
Combined AUM
$21.7T
Firm-wide filings, not assets booked only here
Clients
3.25M
3,254,064 clients when Item 5C has a number
Avg / client
$6.67M
Combined AUM ÷ clients

Nearby offices

Firms

LLOYD HARBOR CAPITAL MANAGEMENT, LLC
CITIGROUP GLOBAL MARKETS INC.
EAGLE'S CREST ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
THE PINNACLE FINANCIAL GROUP
TD PRIVATE CLIENT WEALTH LLC
&PARTNERS
MML INVESTORS SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
SPECTRUM GROUP MANAGEMENT
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
N FINANCIAL PLANS
COVE PRIVATE WEALTH, LLC

Investors

Carissa A Luna
DUSTIN JOHN TRIESCH
ABEL LUKOSE OONNOONNY
Imtiyaz Muhamed Nathoo
GUILLERMO BAUTISTA
CHRISTOPHER PIAZZA
JOHN MICHAEL CAFONE
Christopher Figuccio
Albert Yeh
Sheri L Savage
Alexandra Z Bartonik
Tarleton E Smith
Tanya Gambale
Adam Tibbetts
Joseph J. Lopresti
Philip S Getfield
EDWARD MITCHEL GOLDNER
Isaac Zacharia
Joseph K Lopresti
Nicholas Meyer
George E Frenzel
PAUL MICHAEL CABRERA
Carmine Libertini
MICHAEL J JAPPELL
Thomas G. Figgiani
James T Duffy
KEITH ANTHONY MIRRA
Christopher Beatrice
John Lamaris
ASHU BHARARA
STEPHEN JACK BIRBIGLIA
GREGORY JOSEPH KENNEDY
Christian Kilian
PASQUALE CAPONE
BRYAN ROSEN
Justin Volence
Michael DiFilippo
JUSTIN MANFREDO
Anthony Levine
Kevin Gang
DOUGLAS JAMES CERRATO
Jack Jay Schlanger
ANTHONY PETER FUSARO
Clifford James Sieber
THOMAS PHILIP EASOW
BRENDAN JOSEPH CAREY
GIUSEPPE GIGLIOTTI
Hayley Shea Paul
Vincent E Sama
Bruce Monaco
David Charles Vaccaro
MATTHEW BRANDON HILL
AMIR A NOOR
PETER JOHN BURKLY
JOSEPH CARMELO CAPEZZA
Jeffrey John Whalen
Lori B Jackson
Joseph Sabia
MARILYN CANNATA STEFANS
DONNA MARIE STEFANS
THOMAS WILLIAM BRUCIA

Within 25 miles of Cold Spring Harbor, NY, Best Investors lists 1,031 registered investment advisory firms with 2,350 offices nearby, managing about $21.7T in combined regulatory AUM across 3,254,064 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 Cold Spring Harbor

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