Best Investors Account Sign in

Best financial advisors in E Quogue, NY

Registered advisers within 25 miles of E Quogue, NY.

Offices
98
Firms
44
Combined AUM
$10.0T
Firm-wide filings, not assets booked only here
Clients
2.40M
2,401,026 clients when Item 5C has a number
Avg / client
$4.17M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC
UBS FINANCIAL SERVICES INC.
ALLSTATE FINANCIAL ADVISORS, LLC
EDWARD JONES
BEACON POINTE ADVISORS, LLC
CLEARVIEW FINANCIAL PLANNING, INC.
POWDER RIDGE CAPITAL LP
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

ROLAND FRANCIS DRISCOLL
CATHERINE ANN TURK
Maria Ganley
James R. Cook
Joseph Michael Faller
Trent Anthony Dattoli
MICHAEL PETER ILLARI
Ryan Joseph Grande
Gracjana Ewa Sawicki
Jason J Zimmerman
HALEY GRABER
ERIK BRIAN DEGROOT
RAMONA JEAN FARRINGTON
RYAN M. MICHAEL O'MALLEY
Sydney Rae Marks
ROSEMARIE SIEFERT DIOS
HELEN MINIERI STACY
JAY ALLAN DIESING
CHRISTOPHER J DREW
Gloria Elizabeth mae Dios
ANTHONY JOHN CAPPIELLO
SEAN EDWARD HATTRICK
TERESA E VENESINA
CHRYSANTHE E PIETRAMALA
ROY CASHION
GREGORY CHARLES MALLGRAF
KEVIN PHILIP DEHLER
MICHAEL DENNIS GRAY
Mary C. Barty
ANTHONY PEARSON ADDISON
STEPHEN HILLER
LISA SALADINO
NICOLE BEHRENS
LAWRENCE PAUL SHIELDS
HARRY LEONARD HACKETT
GLENN R HALSEY
Shannon Ann Murphy
ROGER MICHAEL MATLOFF
Kayleigh Caggiano
DOUGLAS FORBES CULVER
ANDREW IAN BARIS
LAURA THERESA JAYNE
KEITH WILLIAM JUENGERKES
Christian tyler Campbell
Whalter A Ponce
Tyler Conway
Dalton Jude McCarthy
David Terry
Michael Cory Gomberg
Theodore Franklin Dickson
ANDREW LANE STERN
DAVID CARLETON DICKERSON
PATRIC JOSEPH WALLACE

Within 25 miles of E Quogue, NY, Best Investors lists 44 registered investment advisory firms with 98 offices nearby, managing about $10.0T in combined regulatory AUM across 2,401,026 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 Quogue

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 7 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM