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Best financial advisors in East Atlantic Beach, NY

Registered advisers within 25 miles of East Atlantic Beach, NY.

Offices
4,805
Firms
3,031
Combined AUM
$57.5T
Firm-wide filings, not assets booked only here
Clients
4.71M
4,709,563 clients when Item 5C has a number
Avg / client
$12.2M
Combined AUM ÷ clients

Nearby offices

Firms

BAYRIDGE FINANCIAL GROUP, INC.
CITIZENS SECURITIES, INC.
KESTRA ADVISORY SERVICES, LLC
B. RILEY WEALTH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
AIMCDONNAUGH & CO. INC.
PARK AVENUE SECURITIES LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MPC CAPITAL ADVISORS, LLC
LPL FINANCIAL LLC
ALLSTATE FINANCIAL ADVISORS, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

KEVIN WILLIAM CASSIDY
SHANE HAROLD SIEDERMAN
JASON J VAGLIO
MEGAN DONNELLY
SHIRAZ SYED ZAIDI
Zachary Eisner
Jacques Francois
Dana Hinderliter
Anthony A. Puppo
Jashanpreet Singh
Scott Porter
Louis P. Romano
Nelson D Villa
Geeta Rajan Kohli
Robert Wertheimer
USHA DYAL
Nicholas Mavro
GINA KEYLOUN
GARDI GILLES
JOSEPH JAMES LISANTI
JONATHAN BENJAMIN ABRAMS
GREGORY EDWARD PUTTICK
ANDRE IAN MCDONNAUGH
MOHAMED NDIAN KEITA
DWIGHT ONEAL FULTON
KARIM K HARRELL
ERIC A ROTHMAN
MARTIN ANTHONY CONNOR
Mathew George Callaghan
PAUL JOSEPH CELENTANO JR.
SABRINA MARIE FREGARA
JOSEPH ARANEO
BETTINA JOHNSON
STEVEN ARANEO
MARK EMILIO PERICOLOSI
Rafael Ceara Almodovar
DAVE HENRY
JOSE MORALES
CORDEL EVAN BRYAN
NICHOLAS STEWART
KLARA MURATOVA
Kyle Patrick Woll
CHRISTOPHER JOSEPH PASSARELLI

Within 25 miles of East Atlantic Beach, NY, Best Investors lists 3,031 registered investment advisory firms with 4,805 offices nearby, managing about $57.5T in combined regulatory AUM across 4,709,563 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 East Atlantic Beach

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 J.P. MORGAN INVESTMENT MANAGEMENT INC. 59 clients · 50 advisers $3.52T AUM 2 GOLDMAN SACHS ASSET MANAGEMENT, L.P. 103 clients · 1 advisers $2.65T AUM 3 T. ROWE PRICE ASSOCIATES, INC. 83 clients · 235 advisers $2.20T AUM 4 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 5 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 6 CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 39 advisers $1.72T AUM 7 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 8 NORTHERN TRUST INVESTMENTS, INCORPORATED 36 clients · 37 advisers $1.25T AUM