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Best financial advisors in Copiague, NY

Registered advisers within 25 miles of Copiague, NY.

Offices
1,097
Firms
298
Combined AUM
$15.3T
Firm-wide filings, not assets booked only here
Clients
2.87M
2,869,580 clients when Item 5C has a number
Avg / client
$5.35M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
R. SEEGER WEALTH MANAGEMENT, LTD
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
CITIGROUP GLOBAL MARKETS INC.
UBS FINANCIAL SERVICES INC.
OSAIC INSTITUTIONS, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
A.G. MORGAN FINANCIAL ADVISORS, LLC
NBC SECURITIES, INC.
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Karla Patricia Butler
ROBERT GEORGE SCHUMACHER
RICHARD ALAN ROSENBUSCH
MARLIN GEORGE GILLESPIE
RICHARD T SEEGER
Vincent G Perrotta
Angelo Magoulas
Jonathan Hernandez
MARGUERITE DANAHER
Robert Neil Gargiulo
ERIC W ROSENER
Andres Libreros
Ethan Aulino
ULANDER ALLISON RAMESAR
DOUGLAS RICHARD SNOW
STEPHEN VINCENT DOLAN
Michael John Wieber
MATTHEW LOUIS SENICOLA
JOSEPH EDWARD DISANZA
EDWARD JOHN WELLS
FRANK D MAGRI
SHAWN HEATH BOYLE
MATTHEW MARK DESJARDIN
Eric Phillip Bencivenga
Bruce Monaco
Charlie Edward Santos
John Patrick Napoli
Jeffrey M Seigies
Justin Moore
Melissa Wilson Minikes
Scott Thomas Mulford

Within 25 miles of Copiague, NY, Best Investors lists 298 registered investment advisory firms with 1,097 offices nearby, managing about $15.3T in combined regulatory AUM across 2,869,580 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 Copiague

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM