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Best financial advisors in Deer Park, NY

Registered advisers within 25 miles of Deer Park, NY.

Offices
1,561
Firms
714
Combined AUM
$18.5T
Firm-wide filings, not assets booked only here
Clients
2.92M
2,920,515 clients when Item 5C has a number
Avg / client
$6.32M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LINCOLN INVESTMENT
ALLSTATE FINANCIAL ADVISORS, LLC
CITIGROUP GLOBAL MARKETS INC.
VANDERBILT ADVISORY SERVICES
THE PINNACLE FINANCIAL GROUP
LPL FINANCIAL LLC
LAUFER WEALTH MANAGEMENT, LLC
THE BAKER GROUP, LP
EAGLE STRATEGIES LLC
SHEEHAN FINANCIAL ADVISORS, LLC

Investors

Matthew A. Sandler
James Milani
Matthew R. Coughlin
Matthew Goddu
William A Cruz Benitez
Michael John Wieber
MARK B LEVIN
Collette A Morgan
Jason Paul Bonito
ERIC GOODMAN
CHRISTOPHER FERRARI
STEPHEN ANDREW CONTE
Christopher John Lindsley
Zachary W. Hieb
Jose R Ocasio
SAMEER AGA
Cinthia W. Euceda garcia
Luis R Hernandez Peralta
Jason J Zimmerman
James McCarron
RYAN TAYLOR MCDERMOTT
Cameron Tomassone
HILLARD SCOTT SAVETH
Scott Standel
Sean Thomas Carey
Jeffrey B Greco
SCOTT MICHAEL FRAYLER
ROMEO ANTONIO BERTOLINI
FRANK ROBERT PECORELLA
RAIMOND JAMES BONGIORNO
ALEC CHRISTOPHER PASTORE
Christina A Lin
CYNTHIA DIANE BARRY
Kevin George Schmutz
JOHN CHARLES DEFALCO

Within 25 miles of Deer Park, NY, Best Investors lists 714 registered investment advisory firms with 1,561 offices nearby, managing about $18.5T in combined regulatory AUM across 2,920,515 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 Deer Park

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