Best Investors Account Sign in

Best financial advisors in E Patchogue, NY

Registered advisers within 25 miles of E Patchogue, NY.

Offices
461
Firms
129
Combined AUM
$12.4T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,687,552 clients when Item 5C has a number
Avg / client
$4.63M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
PARK AVENUE SECURITIES LLC
GWN SECURITIES INC.
OSAIC WEALTH, INC.
ALLSTATE FINANCIAL ADVISORS, LLC
BLACKRIDGE ASSET MANAGEMENT, LLC
SNYDER WEALTH GROUP
CITIGROUP GLOBAL MARKETS INC.

Investors

JOSEPH LEONARD BARONE
STUART D BERG
ANTHONY NICHOLAS BARONE
Jessica Norland Baker
Joanne Lea Carlos Bennett
KEVIN VIVAS CAAMANO
THERESA ANNE DAMICO
STEVEN ROY KLINZING
GREGORY MEHRHOFF
Daniel R. Silfer
Kyle Nielsen
JEFFREY DAVID NAGEL
MARIA T CARRARA
MICHELE ARNETT
DAVID GARY REY
Jonathan Paul Bostwick
Andrae Delisser
DENISE J NOSTROM
Cathy Argentieri
MICHAEL BEZA
Brandon E Chavez
PAUL RAYMOND MORAN
LOUIS SAL ALFANO
RAYMOND VINCENT PASSARO
CHRISTOPHER JONATHAN IPPOLITO
BARRY ALAN PHILLIPS
ERIC ROSS TAITZ
Alan IRWIN Tanenblatt
MARK CHRISTOPHER PARROTT
MARK JEFFREY SNYDER
MACKENZIE ANN KLOUDA
ROBERT KHALIL FARMAND
ERNEST WILLIAM INFANTE
ALEXANDER DANIEL TANTLEFF
Joel Michael Santucci
Anthony J Speranza
Danny M Sarfati
JOSHUA MICHAEL KROITOR
Kevin Robert Cohen
ROBERT IVAN SCHWARTZ
JONATHAN KEITH HOGE
KRISTIN VICTORIA PERSAD

Within 25 miles of E Patchogue, NY, Best Investors lists 129 registered investment advisory firms with 461 offices nearby, managing about $12.4T in combined regulatory AUM across 2,687,552 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 E Patchogue

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B 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