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Best financial advisors in East Hampton, NY

Registered advisers within 25 miles of East Hampton, NY.

Offices
94
Firms
53
Combined AUM
$10.9T
Firm-wide filings, not assets booked only here
Clients
2.53M
2,531,046 clients when Item 5C has a number
Avg / client
$4.32M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
B. RILEY WEALTH ADVISORS, INC.
TLG ADVISORS, INC.
BALCONY PARTNERS, LLC
J.P. MORGAN SECURITIES LLC
WILMINGTON CAPITAL SECURITIES, LLC
BIG ROCK ADVISORS LLC
SAYBROOK CAPITAL CORP
RAVELLO PARTNERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BEACON POINTE ADVISORS, LLC
POWDER RIDGE CAPITAL LP
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
CLEARVIEW FINANCIAL PLANNING, INC.
WELLS FARGO CLEARING SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC

Investors

ERNEST VORPAHL
MARK ANDRE POITRAS
MARC LOWLICHT
Peter Bradford Cooper
LOGAN NATHAN SUGARMAN
CRAIG JAY GREENWALD
JEFFREY MICHAEL BONILLA
DAVID EDWARD ASTORR
STEPHEN WARD TAYLOR
Sean Thomas Hopkins
Cassandra Lynne Gibson
Salvatore J Farrauto
JOHN MICHAEL SULLIVAN
DOUGLAS PATRICK MISCOLL
PATRIC JOSEPH WALLACE
Theodore Franklin Dickson
ANDREW LANE STERN
Michael Cory Gomberg
Cori L. Cass
RUDOLPH HERMAN BRUER
DAVID CARLETON DICKERSON
DOUGLAS FORBES CULVER
ANDREW IAN BARIS
LAURA THERESA JAYNE
KEITH WILLIAM JUENGERKES
Christopher Nicholas Crandle

Within 25 miles of East Hampton, NY, Best Investors lists 53 registered investment advisory firms with 94 offices nearby, managing about $10.9T in combined regulatory AUM across 2,531,046 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 Hampton

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 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM