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Best financial advisors in Coram, NY

Registered advisers within 25 miles of Coram, NY.

Offices
579
Firms
173
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
2.76M
2,761,345 clients when Item 5C has a number
Avg / client
$4.98M
Combined AUM ÷ clients

Nearby offices

Firms

CITIGROUP GLOBAL MARKETS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
PARK AVENUE SECURITIES LLC
TIMECAPITAL INVESTOR ADVISORY SERVICES INC
OSAIC WEALTH, INC.
KESTRA ADVISORY SERVICES, LLC
CHARLES SCHWAB & CO., INC.
PLANMEMBER SECURITIES CORPORATION
LPL FINANCIAL LLC
ALLSTATE FINANCIAL ADVISORS, LLC

Investors

MARISOL SANCHEZ-TABOADA
Laurence Paul
Laura R Rudolph
George M. Visintin
Robert Worlow
Nicholas Pat Bosio
Christian James Andreoli
NICHOLAS R VISSICHELLI
VIRGINIA R BOVE-GRIER
CHRISTOPHER J TORTORA
JOHN HAROLD SPOLETI
Jian Liu
MUHAMMAD SHAHZAD
ANTHONY MANUEL MARTINS
MELODY NADINE FULLER
AILEEN L. MICHALEC
KAYLA CONELLI
BRANDON MANGAN
Jason Paul Bonito
CALUM LEONARD
DANIEL P CONFORTI
KEITH AARON BUTLER
Kerry Frances Rothemich
ALEX JOHN ROHMAN
SCOTT NICHOLAS ZAMBELLI
MICHAEL PAUL BUTENSKY
FREDERICK Joseph AZZURRO
Amanda Michele Gonzalez
JOHN JAMES THOMSON
JOHN Paul DINKELMEYER
STEFFAN HAGENDORF
Patrick Michael McDonald
ANTHONY CHIARELLI
Laura B. Hoffman
Troy Paul Prochazka
James J Quinlivan
JARRED GIORDANO
LUKE HENRY MORGAN
Richard C Justino
Kimberly Janowski
NICHOLAS CAVA
ROCCO ANTHONY MURATORE
KEVIN JOHN CANTWELL
RALPH PAUL RUGGIERO
JEFFREY HOWARD SPIRO
MATTHEW A. DAVIS
Thomas Mitchell Desroches
ERIC L BUSTO
Kyle S. Reynolds
KEITH F EDMONSON
KEITH FRANCIS BRADY
MATTHEW L. DEVINE
Alexander George Dudley
MARC ERIC ZIMMERMAN
Michael Faraci
Brian J. Leyhane
MICHAEL V SPELMAN
CHRISTOPHER ARMAND SANTINI
KATE TASTROM
IRMA MELISSA AMADOR
Fabio Patrick Purita
Nicholas Vincent Marchese
Ryan V Forrester
FAITH HOPE OLSEN

Within 25 miles of Coram, NY, Best Investors lists 173 registered investment advisory firms with 579 offices nearby, managing about $13.8T in combined regulatory AUM across 2,761,345 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 Coram

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM